The migration of capital from state lines results in a profitable CAP rate arbitrage for Sellers. Our Midwest presence uniquely benefits this national seller arbitrage by allowing our sellers increased exposure to 1031 buyers as they immediately call us while seeking the higher yield territories found in the Midwest states. This has afforded us more attention with more buyers than most, giving us maximum leverage.
Simon Jonna leads a team of industry recognized investment professionals specializing in the full spectrum of investment sales transactions, portfolio bulk dispositions, sale-leasebacks, shopping centers, net-leased trades, urban core, mixed-use and forward commitment pre-sales under construction, among others.
His real estate lineage entails an active role with a national development company partaking in site selection for national and greater regional tenants, portfolio disposition, land assemblages, development spec sites, development feasibility studies, re-locations and back fills, special use conversions, landlord representation, and tenant representation.
Prior to his entry into the investment real estate segment, Simon’s experience includes his stockbroker profession at UBS in addition to his up-tempo commodity brokering within the futures markets with personal mentorship from an industry mogul, preceded by financial advisory roles in related fields.
Simon harnessed his acquired skill set and endeavored into the investment arena with readily equipped and fine-tuned market knowledge. His transition into the specialized niche of trading retail income properties proved fruitful & rewarding upon capturing instantaneous accolades on national scales his first year as top rookie nationwide, in an already flush playing field of counterpart talent he was facing coast to coast.
Simon demonstrates a keen sense of retail macro and micro real estate trends, financing thresholds, leading indications of tenant performance, investor preferred sales ratios and analytics, trade zone depths, demographic viability, CAP rate movements, tenant lease structures, tenant prototype designs, and the ever-changing tenant business plans. He is known to display an instinctual ability to make sense of real estate and how to ascertain the highest and best use for each property.
Simon’s closings have been showcased on company ticker featured headlines as several of deals surpassed expectations relative to CAP rates and pricing in both downtrodden & normalized markets. Certain real estate deals are sometimes documented case studies on repeat occasions due to their unorthodox complexities with large net leased portfolios or a multitude of moving parts between vying banks, third party vendors, cross debt, escrow hold backs, and much more.
At any given time, Simon has dealings within the high barriers of entry to the New York Boroughs, Cape Cod, Key West, Silicon Valley, Downtown Chicago, Long Island and other select regions when dealing with a host of America’s upper echelon real estate personalities.
Designated as Senior Managing Director Investments and Senior Director of the National Retail Group and Net-Leased Properties Group, Simon’s personal track record represents multiple national achievement award honors and sales recognitions amongst an elite few, firm wide and industry wide.
Born and raised in San Diego where he enjoys visiting to catch up with his roots, Simon eventually followed his family’s footsteps at an early age upon the decision to move to Oakland County, Michigan. Simon is an avid reader and writer with an education from the University of Michigan and major in Communications/Finance. When not working, Simon enjoys an extensive collection of paperback which includes such diverse topics as memoirs, history, business, real estate, finance, logic, political science, the arts, and poetry. He is the author as well as founder of the editorial industry retail blog series “Simon Says” available exclusively at TheJonnaGroup.com.
Along with his personal support of charitable and community organizations, he also enjoys boating, boxing and playing basketball, spending time with family, and often focusing on the continued growth and evolution of his business.