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Long-Term Owners

What is Long-Term Owners?

This play targets commercial property owners who’ve held their assets for 10+ years. These owners often sit on significant equity, manage aging properties, or reconsider investment goals. Engaging them uncovers off-market opportunities and positions you as the trusted advisor before they act.

The Right Audience

Owners of commercial property held for 10+ years, including investors, aging landlords, and owner-users nearing retirement or transition. This group is more open to discussions about liquidity, exchanges, or asset upgrades, making them strong candidates for early engagement.
Type: Commercial Purchase Date: to: 2015

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The Right Message

Your goal isn’t to push a sale but to provide clarity. Acknowledge their long tenure, highlight today’s buyer demand, and offer insights into valuation or repositioning options. Keep the tone professional and data-driven, while positioning yourself as their go-to resource.

Key Themes

Equity growth and wealth options
Market demand in their submarket
Reposition, exchange, or exit strategies

Calls to Action

Let’s review your property’s current value
Explore options for a 1031 exchange
Would a no-obligation BOV help your planning?

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Example Templates

Outreach Channels

Direct mail and phone outreach are the most effective|as they create personal engagement with high-value owners. Support with email marketing and online ads to reinforce visibility. In-person meetings and tenant canvassing deepen relationships and uncover hidden needs.

Recommended

Direct Mail
Phone Outreach

supporting

Email Marketing
Online Ads
In-Person Meetings

Measuring Success

Track BOV requests, callbacks, and meetings booked. Monitor how many progress to listings or assignments. Over time, measure closed transactions and exchanges sourced from this audience to validate long- term ROI.