Business Details
Trusted Net Lease Property Sales & Investment Services
Wertz Real Estate Investment Services is a national real estate brokerage firm specializing in the sale of quality net leased properties. Our advisors have a long track record of successfully structuring build-to-suit transactions, sale-leasebacks, portfolio dispositions, and completing 1031 exchanges. Founded to provide clients with a selling experience unique to a national boutique operation, we prioritize superior service, timely execution, maximizing value, and company collaboration. Headquartered in Carlsbad, California, our team combines deep market knowledge with a client-focused approach to deliver results-driven solutions. With over 300 net lease transactions across 43 states totaling more than $1 billion, we have cultivated long-term relationships with private investors, developers, tenants, and institutions nationwide.Our expertise in net lease assets, coupled with a proprietary database of buyers and sellers, ensures competitive leverage to achieve optimal outcomes. We maintain a commitment to transparency, ethical practices, and personalized service, as evidenced by testimonials highlighting our integrity, work ethic, and relentless focus on client success. Our services extend to valuation analysis, 1031 exchange guidance, and financing solutions, positioning us as a trusted partner in commercial real estate transactions.
Services
Net Lease Valuation
Investment Property Sales
1031 Exchange Advisory
Portfolio Dispositions
Build-to-Suit Transactions
Financing Solutions
Sale-Leaseback Structuring
Market Analysis
Buyer Representation
Seller Representation
Highlights and features
- We have 15 years of experience in net lease transactions with 300+ deals across 43 states.
- Our team specializes in 1031 exchanges and portfolio dispositions for tax-efficient solutions.
- Client-focused approach with personalized service and 24/7 availability.
- Proven track record of maximizing property value through a proprietary buyer network.
- Expertise in net lease valuation and financing solutions tailored to investor needs.
What people say
Expertise and sound judgment
Integrity and work ethic
Positive, results-driven experience
Transparency and market knowledge
Services
Net Lease Valuation
Our team provides complimentary analysis of net lease properties, assessing equity positions and cash flow scenarios. We deliver detailed reports comparing assets to market standards, identifying financing options and 1031 exchange opportunities. This service helps investors make informed decisions about buying, holding, or selling commercial real estate.
1031 Exchange Advisory
We specialize in structuring 1031 exchanges, guiding clients through complex timelines and requirements. Our proprietary database locates replacement properties matching equity needs while ensuring compliance with IRS regulations. This service maximizes tax efficiency and investment growth for commercial real estate transactions.
Build-to-Suit Transactions
We facilitate build-to-suit transactions by connecting developers with institutional buyers and private investors. Our marketing strategies target pre-lease opportunities, ensuring alignment between construction timelines and buyer criteria. This service optimizes value for both developers and end-users in net lease markets.
Portfolio Dispositions
Our firm executes nationwide marketing campaigns for portfolio dispositions, leveraging a network of institutional owners and brokers. We create competitive bidding environments to achieve premium pricing for multi-asset sales. This service streamlines the sale process while maintaining transparency for large-scale transactions.
Financing Solutions
We connect net lease landlords with lenders through our national financing network. This service covers acquisition financing, refinancing, and debt structuring tailored to property types and investor goals. Our relationships with capital providers ensure access to competitive rates and terms for commercial real estate investments.
People
John R. Wertz
Managing Principal
Founder with 15 years of experience in net lease transactions, closing 300+ deals across 43 states. Specializes in 1031 exchanges and portfolio management. Graduated from UC Santa Barbara and resides in Carlsbad, California.
Kris W. Wertz
Chief Operating Officer
Over 8 years of commercial real estate experience with expertise in operations and construction management. Holds an MBA from San Diego State University. Managed drugstore and grocery-anchored portfolios prior to joining Wertz REIS.
Michael D. Mulvihill
Business Development Manager
Focuses on client acquisition and market analysis with a background in retail sales and leasing. Graduated from University of Colorado Boulder. Builds relationships with developers and private investors to expand Wertz REIS's client base.
Anna Vanderwalker
Director of Operations
Manages marketing and deal workflows with a background in operations and human resources. Holds a degree in Social Sciences from University at Buffalo. Streamlines processes to enhance efficiency and organizational performance.
Questions
What types of properties does Wertz REIS specialize in?
We specialize in single-tenant net leased properties, including retail, restaurant, and commercial assets nationwide.
How does Wertz REIS assist with 1031 exchanges?
We identify replacement properties, navigate IRS timelines, and ensure compliance while maximizing tax-deferred growth opportunities.
Which geographic markets does Wertz REIS operate in?
We conduct transactions in 43 states with a focus on high-demand retail and commercial corridors nationwide.
Can Wertz REIS help with financing net lease properties?
Yes, we connect clients with lenders through our national network for acquisition, refinance, and debt structuring needs.
What sets Wertz REIS apart from other real estate firms?
Our boutique approach combines 300+ net lease transactions with personalized service and a proprietary buyer-seller database.
