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Case Study · Investment Memos

Walking an Owner Through a $12M Hold-vs-Sell Decision

A decision memo that became the family's reference document.

The Situation

The brief.

A family owner of a single-asset industrial property was facing a $1.4M TI/capex cycle on a 2-tenant building. Two key leases were rolling within 18 months.

The disposition window appeared soft but the cash-flow projection through the TI cycle was uncertain. The family wanted a decision document the next generation could reference.

The Work

What we shipped.

  • Modeled the hold scenario through the TI cycle with three lease-renewal probabilities.
  • Modeled the sell scenario at three exit cap rates and three buyer-type assumptions.
  • Wrote a decision memo with explicit assumptions, sensitivities, and risk framing.
  • Walked the owner through both paths in a 90-minute working session.

The Outcome

The result.

The family elected to sell at a soft-market discount. The decision memo became the reference document for the family's next two property dispositions.

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