Transactions Engineered to Deliver

Just completed the purchase of a 5th GSA office building through a 1031 exchange, using Bear Wells as the purchasing advisors. In every case, from the ID process to the final purchase, these ladies have gone above and beyond to make sure we found properties that would work well for us. Most recently, Karen Wells was the sole agent I worked with and she put in a great deal of “after office” hours just to keep our project moving ahead to a close before the deadline. Thorough, precise, and punctual – that’s what Bear Wells delivers.

I have to say I have done a lot of business over the years with a great many individuals but there is no doubt that you are the most seasoned professionals I have ever run into. What a pleasure! Karen, I am so impressed with you. I would recommend you to anyone. I am certain that you are the hardest working and the most knowledgeable woman between both oceans. I really don’t think you are paid well enough for the work that you do. I cannot tell you how grateful I am. It is a blessing to find someone who has your back and who steers you in the right direction and who protects you from the pitfalls that are so easy to fall into these days. I know how rare it is to find such great human beings and to be able to count on them when it matters. I can’t believe how fortunate I am. I wish I would win the lottery and I could buy some more buildings and we could keep working together because it was fun. I’m really going to miss our multiple daily conversations…… THANK YOU! THANK YOU! THANK YOU!”
More than my best regards…

Managing wealth for my family included selling part of the farm and completing a 1031 exchange into income producing property. After three generations of farmers the upcoming generation has other goals. In my study of the benefits of a 1031 tax exchange, I was introduced to Karen Wells. Karen was able to find multiple government lease properties across the nation. I was impressed with the quality of the properties and the lease returns. We bought Federal government lease properties that I believe will hold value long term with very competitive capitalization rates. Karen Wells with Bear Wells is a true expert who delivers value. I was worried that as the process moved forward the cap rate would deteriorate but Karen was a bulldog keeping the full return rate. I would strongly recommend Karen Wells to find and help procure investment properties to facilitate a 1031 exchange. I was in a good position as every step of the way each of the members of the team I had put in place had working relationships with other team members in delivering successful, tax free, low fee, investment grade property exchanges.

When we sold our Arizona ranch, Karen helped us purchase three income-producing properties with long-term government leases in place. After all was said and done, we are very happy with this solution. The return on investment is good but just as important, it’s extremely reliable. That makes it so much easier to plan for the future. I have been in agriculture my whole life so this was a big change for us. At this point, we couldn’t be happier. I encourage anyone out there in a similar situation to call Bear Wells and to consider this as one of your options.

Karen is our best resource! She provides structure and guidance through the entire real estate process. We have done multiple transactions with Karen and I wouldn’t think of using anyone but her team. She helped us find the best commercial properties across the country, organized due diligence, joined us on inspections, found local resources, coordinated with our other professionals, and so much more. She drafts forms, analyzes data, and coordinates the entire process. Even after the sale, Karen continues to help if there are any issues that come up or more paperwork that needs to be done. She is responsive to our needs, professional and friendly. I just can’t say enough!

I would strongly recommend Karen Wells for any type of real estate transaction!  Lester and I were in a whirlwind of trying to get our 1031 exchange tended and called our accountant in a panic.  He happened to be on the phone with someone who recommended Karen to help us with our exchange.  We had a week or 10 days to get properties submitted to the IRS for the exchange and were coming up short on properties and this was the first we had heard of owning Government Properties.   Karen jumped in, patiently helped us and explained over and over again what we needed to do and the order we needed to do the items in. She found suitable properties on very short notice and walked us thru the purchasing process.  She did not quit there, though, she was available after the closing for any questions we had and is still answering questions for us!  We really appreciate the help that Karen has given us in order for us to invest our money wisely and will be talking to her about future investments.