Chicago, IL – Syndicated Equities Investment Sales Group announced today that it has advised a private investor in the successful completion of a $5.2 million Section 1031 exchange, transitioning proceeds from the sale of an oceanfront rental property into two long-term, single-tenant ground lease investments.

Josh York of Syndicated Equities represented the Buyer, who sought to reposition capital from an actively managed coastal asset into passive, income-generating net-lease assets backed by strong-credit tenants and long-term lease structures. The exchange strategy emphasized capital preservation, reduced management obligations, and durable cash flow.

The replacement portfolio is 100% leased to ALDI and Chase Bank and features a weighted average lease term of 15+ years. Both assets are structured as long-term ground leases, providing minimal landlord responsibilities and predictable contractual income supported by nationally recognized tenants with strong credit profiles.

The transaction reflects a broader trend among coastal asset owners reallocating capital into long-term, credit-backed net-lease investments. These investors are prioritizing simplicity, income stability, and insulation from operating risk, particularly when executing within the time constraints of a Section 1031 exchange.

The transaction highlights Syndicated Equities’ expertise in managing 1031 exchanges, including coordination of identification timelines, underwriting of multiple replacement assets, and execution across separate acquisitions to fully satisfy exchange requirements.