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Spurred by disapproval of a major pending transaction,
attorneys for Alder Branch Realty retained JM Zell to develop a strategy that would
defend their limited partnership interests.
Armed with the depth of JM Zell’s real estate knowledge, the
team convinced the opposing party in the transaction to
settle. The settlement thereby unlocked
a series of illiquid long-term interests that generated a pool of funds for
re-investment.
JM Zell’s guidance and market savvy helped Alder Branch use those funds to stay
ahead of the competition, as well as to create substantial gains by reinvesting
in real estate. The company leveraged a 1031 tax exchange to reinvest in a
highly desirable, multi-family property.
By deciphering market signals and identifying opportunities, JM Zell has
enabled Alder Branch to realize tremendous asset appreciation over the ensuing
years – primarily by selling assets and acquiring more new properties via
additional 1031 tax-exchange transactions.
Utilizing this strategy, Alder Branch has effectively maximized returns
on its investment while managing risk.
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