Net lease investing can feel like a maze of tenant credit, lease terms, and 1031 deadlines. These five firms help you cut through the noise and find the right NNN property.
What are Financial & Business Services services?
The net lease market continues to attract investors seeking passive income and tax deferral through 1031 exchanges. Single-tenant retail properties backed by national brands like CVS, Walgreens, and Tractor Supply remain popular, but competition is fierce. You need advisors who understand tenant financials, lease structures, and local market dynamics. The firms below specialize in NNN properties and 1031 exchanges, each with a distinct approach to helping you buy or sell.
What we looked at when researching Financial & Business Services
We evaluated each firm on service scope, track record transparency, geographic reach, and clarity of specialization. Net Leased Advisors stood out for its boutique focus on NNN retail and 1031 exchanges, with recent deals across multiple states. Lions Financial impressed with its broad capital markets and advisory platform. Westwood Net Lease Advisors showed deep retail tenant expertise and educational resources. Net Lease 1031 highlighted customized 1031 solutions including DST and TIC structures. SRS National Net Lease Investments demonstrated national scale with a large team and extensive transaction history.
| Provider | Best For |
|---|---|
| Lions Financial | Comprehensive capital markets and advisory services |
| Home - Net Leased Advisors | Boutique NNN retail and 1031 exchange expertise |
| Westwood Net Lease Advisors | Retail-focused net lease education and properties |
| Net Lease 1031 | Customized 1031 exchange and DST solutions |
| SRS National Net Lease Investments | National platform with broad net lease services |
A closer look at 5 standout Financial & Business Services
#1 Lions Financial
A screenshot of the Lions Financial website.
Lions Financial offers a full suite of capital markets and advisory services, including NNN/STNL advisory. You get access to sell-side and buy-side representation, debt and financing solutions, and equity structuring. Their team brings together expertise across business consulting and real estate. This makes them a strong fit if you want a one-stop shop for complex transactions. Their New York presence adds a layer of institutional knowledge to net lease deals.
#2 Home - Net Leased Advisors
A screenshot of the Home - Net Leased Advisors website.
Net Leased Advisors is a boutique firm laser-focused on NNN properties and 1031 exchanges. You can see their track record right on the homepage, with recent closings like a CVS in Indianapolis for $4.47 million and an At Home in Florence, KY for $13.7 million. They specialize in single-tenant retail, helping you buy or sell properties leased to credit tenants. Their Austin, Texas headquarters serves clients nationwide. If you want a dedicated net lease expert who knows the retail landscape, this is a solid choice.
#3 Westwood Net Lease Advisors
Westwood Net Lease Advisors focuses on retail net lease properties, with categories like dollar stores, drug stores, and fast food. They provide a wealth of educational resources, including an NNN investing eBook and a 1031 exchange glossary. You can browse featured properties and success stories to understand their approach. Their team emphasizes making NNN leasing easy for investors. If you value education and a retail-centric focus, they are worth a look.
#4 Net Lease 1031
A screenshot of the Net Lease 1031 website.
Net Lease 1031 specializes in customized 1031 exchange solutions, including DST, TIC, and triple net lease properties. They work closely with attorneys, CPAs, and real estate professionals to guide you through tax-efficient dispositions. Their four decades of investment industry experience bring a consultative approach. You can explore replacement property options across retail, office, industrial, and multifamily. If you need a tailored strategy for a 1031 exchange, this firm offers deep expertise.
#5 SRS National Net Lease Investments
A screenshot of the SRS National Net Lease Investments website.
SRS National Net Lease Investments operates on a national scale with over 70 net lease professionals. They have served more than 1,200 clients across 49 states and sold billions in net lease properties. You can access services like 1031 exchange, sale-leaseback, and franchise M&A. Their platform covers single-tenant retail and multi-tenant advisory. If you want the resources of a large national team, SRS provides extensive reach and experience.
How to choose the right Financial & Business Services
Start by defining your goals. Are you buying your first NNN property or selling a portfolio? If you need a 1031 exchange, look for firms with specific expertise in replacement properties and tight deadlines. Consider the tenant types you prefer—drug stores, fitness centers, or dollar stores—and find an advisor who knows that sector. Check their track record and recent deals to gauge experience. Finally, think about the level of service you want: a boutique firm for personalized attention or a national platform for broader reach.
Expert Conclusion
Each of these firms brings something different to the table. Net Leased Advisors offers a focused, boutique approach to NNN retail and 1031 exchanges. Lions Financial provides a wide-ranging advisory platform. Westwood emphasizes education and retail specialization. Net Lease 1031 delivers customized 1031 solutions. SRS brings national scale and resources. Your choice depends on your specific needs and investment strategy. Use this guide to find the advisor that aligns with your goals.