A true partnership is an arrangement where two parties agree to cooperate to advance their mutual interests.

 Our simple formula
for a true partnership

STEP ONE

Connect & Customize

At Foretell, our aim is to form lasting partnerships with like minded folks. The first step is connect and understand where you are in your journey and see how we can get to your target destination. Then we create an exclusive partnership plan.

STEP TWO

Educate & Survey

Now that we have a plan, we take a dragonfly’s view to get a feel for the lay of the land. It’s time to educate ourselves and survey the market. We’ll provide you with the best route forward tailored to fit your exact situation, preferences and objectives. We look broadly first, then narrow as the process fine tunes our focus. When we find the perfect match, it’s time to make our move.

STEP THREE

Target & Acquire

Like the Dragonfly’s ability to pick, track & catch a single target from a cloud of prey, we select the right opportunity(ies) from hundreds hitting the market every week.

An aggressive, but thoughtful pursuit of the selected property(ies) ensues, where we see what’s agreeable, sign the right papers, do all the homework and make the property ours.

Past Client Success

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    Buyer
    Professional Investor

    Challenge
    Find good inherent value opportunities that offer future upside

    Process
    Met several times in person and continued discussions to refine parameters. Began consistent property presentations over time to gain feedback. Pursued many acquisitions in successive years.

    Success
    Found and acquired numerous inherently strong properties to continue growth of partner's personal portfolio and have had fun along the way. Continued presentation of new opportunities today.

  • Buyer
    Family 1031 Exchange

    Challenge
    Replace a highly appreciated, long held family asset with bulletproof net lease asset(s)

    Process
    Met and discussed family situation, signed exclusive partnership agreement. Provided educational process and explored net lease market. Narrowed focus to 4-5 $2-3.5MM essential business assets.

    Success
    Well educated and fun family members worked quickly with team to aggressively identify and acquire 4 prime investments. Two opportunities on market opportunties were combined with two off market options. Comprised of food and medical tenants. Fantastic demogrphics, trade areas, and fungible properties held up well in the pandemic.

  • Buyer
    Family Office

    Challenge
    Find a higher yield opportunity with potential upside

    Process
    Presented Office Supply investment in prime market that had gone to auction and not been sold. Represented seller group but successfully relayed strong positives of investment and connected buyer with tenant for deep background.

    Success
    Buyer liked overall property and was convinced by breadth of information and market research that potential upside that was worth the credit risk. Successful closing and continued consultation on future value/opportunity.

  • Buyer
    Institution/Corporation

    Challenge
    Find most prime food deals in Midwest for programmatic investment

    Process
    Discussed preferred assets and strategy for locations. Embarked on consistent flow of opportunities, both on market and off over 18 month time period.

    Success
    Aggressive pursuits resulted in 6 ultra prime acquisitions over primary engagement period, meeting requirements until a pullback of investment ensued.

 Partners Beyond Transactions

Although we’ve got a simple three step process, it doesn’t end there. NNN investments are made for the long-term, and so is our partnership. We’ve built a proprietary tracking system that connects us at many key points over the duration of your investments. You’ll be informed on pertinent market conditions, and we’ll check in on any updated circumstances to ensure decisions are made that move us towards the future you want.

Ready for your next investment?