Investment Sales

Pegasus Investments represents a broad range of clients, from institutional investment firms to developers, high net worth individuals, family trusts and partnerships in connection with the purchase and sale of high quality investment properties nationwide. Pegasus Investments is one of the foremost leading advisory firms within the single tenant and multi-tenant triple net leased retail property category having completed in excess of $600 million in volume since 2014.

Pegasus Investments offers a highly differentiated advisory platform given its ability to collaborate within a vertically integrated environment with Pegasus Capital Markets and Pegasus Asset Management to ensure a seamless transaction for all parties involved. The result is highly customized, creative, streamlined execution.

Additionally, while many other firms have relaxed policies regarding conflicts of interest, Pegasus Investments has adopted a host of measures to ensure that client protection and advocacy is paramount throughout every step of the process. Specifically, Pegasus Investments’ exclusive 1031 exchange buyer representation platform is founded on the principle that an advisor or broker cannot accurately represent both a purchaser and a seller. The reputation and credibility that follows each member of the Pegasus Investments team is truly unmatched and will always remain the firm’s most highly valued asset.

Buyer Services

  • Exclusive 1031 Exchange Advisory

  • Targeted Property Sourcing

  • Cash Flow Projections & Underwriting

  • Due Diligence Review

  • CAM Reconciliation & Review Analysis

  • 3rd Party Report Coordination

  • Comprehensive Market Analysis

  • Tenant Performance Analysis

  • In-depth Tenant Interviews

  • In-Person Site Visits

  • Retailer Void Analysis

  • Integration of Capital Markets

  • Transition of Asset Management

  • Transaction Management

Seller Services

  • Exclusive Sell-side Advisory

  • Developer Pre-Sale & JV Equity

  • Tenant Blend & Extend

  • Sale-Leaseback Finance

  • Due Diligence Hosting & Organization

  • Transaction Management

  • Coordination with Capital Markets & Asset Management to Strategically Prepare Offering

  • Detailed Market Valuation & Analysis

  • Broker Opinion of Value (BOV)

  • Strategic Value-Add Portfolio Review

  • Out-Parcel Dispositions

  • Integration of Capital Markets

  • In-Person Site Visits

  • Professional, Property-specific Custom Marketing Deck

  • Private Aerial Photography

  • Off-Market, Non-Public Confidential Offerings

Capital Markets

Pegasus Capital Markets (“PCM”) represents a broad range of clients, from institutional investment firms to individuals making their first real estate investment. PCM is capable of helping even the most inexperienced investors navigate the complex world of commercial real estate finance.

In particular, PCM has extensive expertise assisting clients with the financing of “net leased” retail properties, which present their own unique challenges. PCM also works closely with Pegasus Investments in connection with the representation of clients in 1031 tax deferred exchange transactions, where certainty of execution is paramount.

In addition, while many other competing mortgage brokerage firms represent, and are paid by lenders, PCM does not hold any allegiance to any particular lender. Our sole interest is in obtaining the optimal execution for our clients based on their financing needs.

Services

  • Interview client to determine specific financing objectives to best meet investment criteria

  • Collaborate with Pegasus Investments team to understand property strengths and weaknesses

  • Coordinate with Pegasus Asset Management to underwrite projected cash flows

  • Create a comprehensive, customized, visually appealing debt placement memorandum to present highlights of the property, the market and the sponsor

  • Conduct a thorough marketing process with various types of lenders to create a competitive bidding process

  • Oversee all aspects of loan underwriting, including assisting with preparation of details borrower financial statements

  • Present comprehensive loan quote matrix setting forth financing options

  • Work with investment advisory team to analyze financing options to select optimal financing

  • Negotiate term sheet or loan application with selected lender

  • Coordinate engagement of third party due diligence reports, including environmental reports, engineering reports, ALTA surveys, zoning reports, etc.

  • Leverage investment sales resources to present relevant market information to appraisers to maximize concluded valuation

  • Coordinate loan closing with escrow

  • Ensure a seamless transition to asset management team after closing

Asset Management

Pegasus Asset Management (“PAM”) is a full service asset management firm specializing in the management of commercial real estate properties throughout the United States. As an integral part of the Pegasus platform, PAM interfaces seamlessly with Pegasus Investments and Pegasus Capital Markets to provide clients with full service and high quality asset management services from acquisition through the ultimate sale of the asset.

With approximately 70 properties under management nationwide, consisting of more than 800,000 square feet and over 130 tenants, PAM offers comprehensive and cost effective administrative and management support for owners of commercial real estate properties. PAM leverages its extensive experience and tenant relationships to optimize a property’s performance and maximize tenant retention.

A common misconception in retail property ownership is that “net leased” assets require little or no asset management obligations on the part of the owner, which is certainly not the case. In addition to ensuring compliance with the landlord obligations set forth in a tenant’s lease, a property owner’s responsibilities may range from property maintenance to lender financial reporting. Unfortunately, many owners of retail properties find that they are unaware of, or unprepared to fulfill, their management responsibilities and the value of their investment may suffer as a result. Below is a list of services Pegasus Asset Management provides on behalf of property owners.

Services

  • Rent collection and distribution

  • Budget preparation and tracking

  • Monthly financial reporting

  • Periodic site inspections

  • Oversight of property maintenance

  • Engagement and supervision of vendors

  • Year end reconciliation of CAM, tax & insurance billing

  • Lease administration

  • Tenant relations

  • Supervision of leasing brokers

  • Negotiation of lease amendments and renewals

  • Monitoring of tenant insurance

  • Lender correspondence

  • Monthly loan payments

  • Preparation and delivery of lender required financial reporting

  • Lender reserve draw requests