Mixed-Use Exchange Advisory
Mixed-use property evaluation balancing residential and commercial income streams.
Overview
Mixed-use assets deliver diversification. We review tenant mixes, shared systems, zoning compliance, and property management requirements to inform investor decisions.
Highlights
- Tenant mix analysis with income stability scoring.
- Shared expense evaluation for utilities, parking, and amenities.
- Zoning and permitting verification for current and planned uses.
Deliverables
- Mixed-use underwriting model with segmented income projections.
- Tenant retention plan summarizing lease expirations and renewal options.
- Regulatory report confirming zoning compliance and parking ratios.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
Why consider mixed-use properties?
They provide multiple income sources and can capture growth in walkable Phoenix districts.
How are shared expenses managed?
We analyze cost-sharing agreements and pass-through mechanisms to forecast net operating income.
Do you review parking compliance?
Yes. Parking ratios and access requirements are checked against local ordinances.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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