Our Asset Monetization Focus Areas
Case Study

Project: Sale-Leaseback Transaction
Transaction Size: $10,000,000
Apex Wealth Connect facilitated a sale-leaseback transaction for a commercial property owner looking to unlock liquidity from their real estate holdings. Through our structured financing solution, the client sold the property to an investor while simultaneously entering into a long-term lease agreement to continue occupying the premises. This transaction enabled the client to access immediate cash proceeds while maintaining operational control and benefiting from the property's future appreciation.