TRANSACTIONS & CASE STUDIES
Deals That Tell the Story
Every transaction here started with a strategic problem, not a listing. Here is what that looks like in practice.
40+
YEARS IN CRE
1000+
TRANSACTIONS CLOSED
1986
LICENSED SINCE
OC
ORANGE COUNTY FOCUSED
Challenge. Action. Result. Testimonial.
WHAT C.A.R.T. MEANS
Each case study follows the same structure. Not because it's a format — because that's how real advisory work unfolds. The challenge comes first. The transaction is the last part.
DuPont C.A.R.T.
Fractured ownership. 300+ NDAs. 21-day close.
An ownership entity with deeply divided opinions on how to sell, plus high expectations of the brokerage team.
300+ NDAs generated, multiple offers received, and a 21-day close at one of the highest price-per-SF comps in the market. Property management retained post-sale.
"His commitment to the necessary updates to the owners supported by his experience and professionalism brought a fractured ownership to a place where a deal could be made."
Jack Carroll, Principal & Director of Asset Management, Sperry EquitiesAtlantic Ocean C.A.R.T.
8 offers in 48 hours. 5 at or above asking.
A client with back-to-back tenant failures and two evictions — not planning to sell until the timing became undeniable.
Before formally listing, 2 unsolicited offers came in. Taking it to market produced 8 offers in 48 hours, with 5 at or above asking — all materially higher than the original unsolicited offers.
"Jim & Heather brought integrity and more than three decades of expertise in Commercial Real Estate to yet another winning transaction for my family."
Debra J. Marks, General Partner, G & D Scarbrough Family Limited PartnershipPlaza del Obispo
23,630 SF new lease. Q2 2024 award winner.
CoStar named this deal among Orange County's top retail leases of Q2 2024. Heather represented the landlord.
Secured Capo Kick Boxing as a new tenant at Plaza del Obispo — a 23,630 SF new lease navigated through a competitive Orange County market aligned with the tenant's growth timeline.
Source: CoStar Research — Q2 2024 Power Broker Quarterly Deal Awards, Orange County Retail.
Heather Francine, Sperry Commercial / The Resha GroupWilma & Frieda's C.A.R.T.
Restaurant expansion. Dead deal. Better deal.
Months of negotiations on a second location fell apart when the property owner stopped showing up. Needed a new path forward — fast.
Identified a new Palm Springs location, negotiated substantial tenant improvements, and got the client under contract and into construction for a Spring 2017 opening.
"Both Jim & Heather were available throughout the process. They believed in us and they fought for us. Their attention to detail and ethical standards exceeded our expectations."
Kelly McFall, Owner, Wilma & Frieda'sCosta Mesa C.A.R.T.
Owner-user sale. Dual agency done right.
Dental practice owners searching for an investment property that would eventually house their practice — nearly gave up before this listing hit the market.
Represented both sides, structured a deal that worked for the seller and met every criterion the buyers had set for their investment. Both parties felt served.
"We were not a deposit in the checking account but an investment in time and energy for them."
Divya Agarwal“Jim and Heather brought integrity and more than three decades of expertise in commercial real estate to yet another winning transaction for my family.”
—Kelly McFall — Owner, Wilma & Frieda'sHOW WE WORK
Strategy Before Execution.
Portfolio modeling first
Before any asset goes to market, we stress-test the decision against the full portfolio. Leverage, timing, tax exposure, and equity impact — all of it, before anything moves.
Ownership alignment
Partnership structures, family ownership, and co-ownership dynamics get resolved before a deal is structured. Not during escrow.
Competitive bid process
We build a market for assets rather than simply listing them. Controlled bid timelines consistently produce better outcomes than open-ended listings.
Cycle-aware execution
Timing is not an afterthought. Every transaction is evaluated against where we are in the market cycle before we recommend a path.
Every transaction above started the same way — with a conversation about what the owner was actually trying to solve, not what they wanted to list.
Ready to see what this looks like for your property?
We run a confidential portfolio review for Orange County retail and industrial owners every week. No obligation. Takes 20 minutes.