Off-Market Sourcing Desk
Proactive outreach uncovering off-market replacement opportunities across greater Phoenix.
Overview
Competitive investors leverage off-market sourcing to secure desirable assets. We combine ownership research, broker relationships, and direct outreach to surface opportunities before they hit the market.
Highlights
- Ownership research using assessor data, corporate filings, and CoStar records.
- Targeted outreach campaigns tailored to asset class and investor criteria.
- Confidential opportunity briefings identifying motivation, pricing, and timing.
Deliverables
- Weekly sourcing report summarizing outreach, responses, and new leads.
- Non-disclosure agreement templates and call scripts for rapid engagement.
- Pipeline tracker showing status, pricing, and next steps for each opportunity.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
How are targets selected?
We prioritize owners with assets matching the investor’s criteria, including debt maturity, occupancy trends, and property age.
Do you coordinate with buyer agents?
Yes. We collaborate with buyer representation and maintain clear communication channels.
How is confidentiality protected?
Mutual NDAs and documented outreach protocols ensure information remains private.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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