Three Buyers. Three Properties. The Stories Behind the Closings.
Most commercial real estate marketing is built to impress, not inform. If you’ve ever evaluated a private real estate offering, you know the pattern. A glossy pitch deck. A 30-minute call. Somewhere around minute 25: a soft push toward a purchase decision you’ve barely had time to think through.
What you rarely see is what happened after the closing. What the process actually felt like. What the buyer would say if you were sitting across from them right now, asking how it all went down.
This page exists to change that.
Custom Capital supports buyers who acquire commercial real estate property directly in their own LLC, with title held by the buyer’s entity, supported by private family office infrastructure built by Custom’s owners. The legwork that typically comes with a commercial purchase (weeks of paperwork, finding lenders, working through diligence) is supported by the Custom Capital team, with the buyer retaining decision authority on the acquisition.
Three case studies. Three different starting points. A Las Vegas buyer whose wife hired a private investigator to vet the company before she’d sign off. A dentist who tried doing this alone before realizing what was missing. A buyer whose cost segregation study, applied against his specific tax situation, produced a meaningful outcome.
These are their stories, in their words, with full context about what they were trying to solve and what actually happened.
Testimonials reflect individual experiences. Unless stated otherwise, reviewers were not paid and received no special incentives. Outcomes, returns, and tax results vary and are not guaranteed. No testimonial should be construed as a guarantee of future performance.
Key Takeaways
- ▸As of 12/31/2025, Custom Capital has supported owner/clients in completing more than $425M in commercial real estate acquisitions across more than 125 closed transactions in 15+ states.
- ▸Many owner/clients have completed multiple acquisitions through Custom Capital, expanding their direct real estate holdings one property at a time.
Case Study 1: The Buyer Who Hired a Private Investigator
Most buyers do background research before a major purchase. They Google. They check LinkedIn. They ask around.
One Las Vegas buyer’s wife went further than most.
He had found Custom Capital through a webinar. The idea of NNN commercial real estate appealed to him: low day-to-day involvement, long-term ownership characteristics, a structure that made sense for where he was in his life. He reached out, spoke with the team, and moved quickly toward a medical building that fit his criteria.
His wife was not convinced.
Her position was reasonable. This was a significant purchase decision with a company they had never worked with.
So she proposed something most marketing teams never get to write about: hire a private investigator.
In his words:
“I contacted my attorney in Florida and he said, ‘I’ve been using the same guy for thirty-plus years. If there’s anything at all negative or wrong, he will find it.'”
The report came back clean.
From there, the Custom Capital team helped him secure financing, work through the transaction, and close on the medical facility in Reno. After closing, the buyer ended up in conversation with the banker who processed his loan, a commercial lender with 30 years under his belt. The banker’s take on the package Custom Capital submitted:
“He said this was probably one of the easiest loans he had done because of the package that Custom Capital presented to him.”
Lender experiences vary by file, bank, and market conditions; this reflects one banker’s view on one transaction.
In his view, the purchase price compared favorably to where cap rates were trading at the time of his acquisition. Market conditions, financing terms, and individual outcomes vary; cap rates are not the same as investor returns.
Watch His Story
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Case Study 2: The Dentist Who Tried Going It Alone First
Dr. Reed Faldet is a general dentist. Like many Custom Capital owner/clients (whether business owners or W2 earners), he has a high income but an incredibly demanding schedule.
He had been interested in commercial real estate for years. The tax characteristics. The ownership structure. The fact that, with the right NNN asset, day-to-day responsibilities can be limited, though that varies deal by deal.
The problem was getting in.
He tried the direct route first: calling brokers, reaching out to sellers, doing the legwork himself. It did not go the way he expected.
“I underestimated the amount of networking and time it took to just find a good deal.”
He had capital. He did not have time. In commercial real estate, time is what sourcing demands more than anything else.
Dr. Faldet broke down the three specific problems Custom Capital helped him solve:
Finding deals. Custom Capital identifies off-market properties and provides underwriting analysis, packaged so buyers can evaluate fit against their goals quickly. The underwriting is illustrative based on stated assumptions; outcomes vary. For a busy professional without an established deal network, this access is a strong starting point.
Financing those deals. Knowing which lenders actually close NNN deals, which ones offer competitive terms, and how to negotiate as a first-time commercial buyer takes experience most buyers haven’t had a chance to build yet. Custom Capital may assist with lender introductions and documentation support; lenders underwrite independently and terms vary.
The confidence to close. On this point, Dr. Faldet was direct:
“I’ve done thousands of fillings, thousands of crowns, pulled thousands of teeth. Those repetitions give me the confidence to treat my patients. I can’t say the same for commercial real estate. I lack the repetitions. The people at Custom Capital, they have the experience. They’ve done the repetitions.”
Through Custom Capital, Dr. Faldet became the owner of a commercial property with a long-term NNN lease that, in this transaction, began generating rent at closing. Lease commencement, rent timing, and cash flow vary deal by deal and depend on lease terms, tenant performance, and financing. Sourcing, underwriting, negotiation, and management placement were supported by the team.
He didn’t change careers. He didn’t take a second job. He became the owner of a commercial asset designed to operate with limited day-to-day involvement.
Watch His Story
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Case Study 3: The Tax Story (And Why the Number Wasn’t What Stuck With Him)
Talk to enough Custom Capital owner/clients and one theme keeps coming up: taxes.
On his acquisition, a cost segregation study identified depreciation that, in his specific tax situation, his advisor applied against household income (his wife holds real estate professional status, which enabled use of those deductions against other household income). Tax outcomes depend on filing status, REPS qualification, IRS rules, and individual circumstances; results vary deal by deal and household by household. No tax outcome should be expected without independent advice.
What stood out in his account of working with Custom Capital was not the tax number. It was the consistency between what was promised and what was delivered.
“Everything that they say, they follow through with it.”
And on the level of care the team brought to his transaction:
“They treat these properties like they’re their own. Even though I’m the owner, these guys go to bat for you.”
Watch His Story
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What These Three Experiences Have in Common
Three buyers. Three starting points. Read across the accounts and a few patterns emerge:
Access to properties that weren’t publicly listed. None of these buyers found their property through LoopNet or CoStar. The sourcing came off-market, driven by Custom Capital’s network and approximately $250,000 per month in current deal sourcing spend. For most buyers attempting this on their own, sourcing is the first wall they hit.
Financing support that actually moved the transaction. The Las Vegas buyer’s banker described the loan package as one of the easiest he had processed in 30 years. That outcome does not happen without a disciplined documentation and presentation process. Commercial lending does not reward disorganized borrowers, regardless of how strong their credit profile is.
Follow-through. The simplest summary of the third owner’s experience is that Custom Capital did what it said it would do. That may sound like a low bar. In practice, it is the bar that separates firms owner/clients return to from firms they warn others about.
The Track Record Behind These Experiences
These three case studies sit within a broader body of work. As of 06/05/2026, Custom Capital has supported owner/clients in completing:
- ✓More than $425M in commercial real estate value acquired
- ✓More than 125 closed acquisitions
- ✓15+ states
As of 12/31/2025, across the 125+ acquisitions Custom Capital has supported, Custom Capital is not aware of any owner/client having defaulted on senior lender obligations for a property acquired through Custom Capital. This reflects Custom Capital’s knowledge only, does not address late payments, covenant matters, or other lender interactions, and does not imply or guarantee future outcomes for any acquisition.
Many owner/clients have completed multiple acquisitions through Custom Capital, expanding their direct real estate holdings one property at a time.
Each of those transactions went through a 100+ checkpoint diligence process, prevetted by a team whose members have collectively been involved in more than $4B of commercial real estate transactions across their careers. Diligence is designed to surface material risks but cannot eliminate them; acquisitions remain subject to market, tenant, financing, and other risks.
Cash flow characteristics depend on the specific asset, lease structure, financing terms, and market conditions, and vary deal by deal.
Commercial real estate acquisitions are illiquid and involve risk, including the possible loss of principal. Returns, cash flow, tax benefits, and performance metrics referenced are illustrative, may not reflect all costs, and are not guaranteed.
This post is provided for informational purposes only. Nothing herein is an offer of securities, a solicitation of investment, or tax, legal, or accounting advice. Any transaction is governed solely by definitive documentation. Following acquisition, property operations, performance, and outcomes are subject to third-party management, tenant performance, financing terms, and market conditions; Custom Capital does not control all aspects of post-closing operations or outcomes.
See What This Could Look Like for You
If you are an accredited investor considering commercial real estate ownership and want a clear picture of what working with Custom Capital actually looks like, the starting point is a short introductory call.
You’ll see how properties are sourced, what the underwriting process involves, what financing support is available, and whether your situation is a fit for the type of acquisitions Custom Capital brings to buyers.
All it takes is 15 minutes…
Frequently Asked Questions
Are these testimonials from real Custom Capital owner/clients?
Yes. All three case studies featured on this page are drawn from real Custom Capital owner/clients who agreed to share their experiences. Unless stated otherwise, reviewers were not paid and received no special incentives. Individual experiences vary. No testimonial should be construed as a guarantee of future performance.
What types of properties do Custom Capital owner/clients typically acquire?
The majority of Custom Capital acquisitions are commercial properties with absolute NNN or NNN lease structures, including medical buildings, quick-service restaurants, automotive services, urgent care clinics, and other single-tenant assets. Properties are typically valued between $1M and $20M and are sourced off-market through Custom Capital’s broker network, merchant developer relationships, and sale-leaseback pipelines.
What does the tax benefit story actually look like for most owner/clients?
Tax outcomes vary significantly by individual circumstances, filing status, and whether qualifications such as real estate professional status apply. Cost segregation studies on newly acquired NNN properties can generate substantial depreciation in the first year of ownership, particularly with 100% bonus depreciation restored under the One Big Beautiful Bill Act of 2025. Owner/clients should consult their tax advisor regarding their specific situation before making any acquisition decision.
Do I need prior commercial real estate experience to work with Custom Capital?
No. A significant portion of Custom Capital owner/clients are high-income professionals, including physicians, dentists, attorneys, and business owners, who are acquiring commercial real estate for the first time. The process is designed to bring institutional-quality sourcing, underwriting, and execution infrastructure to buyers who would not otherwise have access to it, regardless of prior CRE experience.
What happens after I close on a property?
Custom Capital facilitates a white-glove transition process, which includes placing a property management team to run the asset on the owner’s behalf. Post-close support includes check-ins at key milestones, ongoing owner/client support, and access to the team for questions about the asset. The structure is designed to support a low-day-to-day-involvement ownership model, with property management placed on the owner’s behalf. Actual day-to-day demands vary by tenant, lease, and asset.
Conclusion
Case studies don’t close deals. Trust does. And trust gets built by showing prospective buyers what the experience actually looks like: from a wife’s skepticism in Las Vegas to a banker calling Custom Capital’s loan package the cleanest he’d seen in 30 years.
The three stories above are a snapshot. There are more. If you want to see them, visit our full testimonial library.
If any of this sounds like what you have been looking for, the next step is a conversation.
