Simultaneous Sale Leaseback (monetizing the real estate)

A simultaneous sale leaseback (also called a concurrent sale leaseback) is a real estate transaction where the sale of a property and the execution of a lease occur at the same time, typically as part of a single closing process. How It Works: A business that owns its real estate agrees to sell the property to an investor. Simultaneously, the seller signs a lease agreement to remain in the property as a tenant. Both the sale and lease are executed together, usually in a coordinated transaction with mutually contingent documents. Key Features: No Interruption to Operations: The seller remains in place without moving. Upfront Capital: The seller receives immediate cash from the sale, often used for growth, debt repayment, or reinvestment. Long-Term Lease: Lease terms are typically 10–20 years, often NNN (triple net). Attractive to Investors: Investors gain a stabilized, income-producing asset with an operating business in place. Use Cases: Private equity firms doing M&A deals and monetizing real estate Owner-operators seeking to unlock capital Search fund entrepreneurs acquiring businesses with owned real estate Please feel free to reach out if you’re working on a deal with a real estate component to determine whether it could be a good candidate for a sale leaseback. I’d be happy to review and provide feedback. You can reach me at redacted