👉 Access the full case study and video (available for a reasonable fee)
👉 Subscribe to The Ivy Group newsletter
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After nearly a decade of running a successful pharmacy business in San Jose, CA, the owner dreamed of buying her building. But when the landlord refused to sell—and threatened a steep rent hike at lease renewal—she turned to The Ivy Group for a bold strategy.
The solution? A power move: purchase the medical condo next door before the lease expired.
Using a 1031 Exchange, the pharmacist sold a residential duplex in Tucson, AZ to buy the neighboring suite. Two months before her lease ended, she notified the landlord of her plan to vacate.
Then the tables turned. The landlord, facing pressure and timing constraints, finally agreed to sell.
The case reveals how negotiation leverage, timing, and 1031 exchange tax rules intersect to create unexpected outcomes. In this instance, everyone in the deal chain—the pharmacist, the landlord, and the up-leg sellers—were all executing 1031 exchanges under tight IRS deadlines. A single missed date could have derailed the entire sequence.
Learn how strategic positioning, expert timing, and tax-savvy investment can turn rent into ownership—and build generational wealth.
👉 Access the full case study and video (available for a reasonable fee)
👉 Subscribe to The Ivy Group newsletter
Â
About The Ivy GroupThe Ivy Group is a commercial real estate brokerage specializing in sales, leasing, and investment advisory in Fremont, Silicon Valley, and the greater San Francisco Bay Area. With over 100 years of combined experience and designations including SIOR and CCIM, the team delivers strategic solutions for complex transactions with deep expertise in investment, technology, and engineering.
Ready to sell, buy, or lease a commercial property? Reach out here
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Copyright ©️ 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.
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