Oak Tree Financial Advisors, Inc.: Creative Lease Negotiation to Support Strategic Growth

DEAL HIGHLIGHTS

Negotiated over $368,000 in rent savings through creative lease structuring.

Secured rare lobby-front expansion suite with major rental concessions despite no TI Allowance.

Client Profile

Oak Tree Financial Advisors, Inc. is a growing financial advisory firm headquartered in Carmel, Indiana. Led by partners Ed Snyder and Chris Baker, the firm provides a full range of wealth management services from their office located at Hamilton Crossing IV. With a strong client base and expanding operations, Oak Tree Financial Advisors was actively seeking ways to increase their office footprint to support continued growth.

Oak Tree Financial Advisors & Allies Partnership

Oak Tree Financial Advisors engaged Allies Commercial Realty to help them evaluate the market, negotiate a lease renewal, and secure favorable terms for their planned expansion. With limited lobby-facing suites available in the market, there just so happened to be an ideal vacant space directly across the lobby from their current office. Our team leveraged market knowledge and negotiation strategy to maximize the opportunity.

Tight market inventory – Comparable lobby-facing suites were nearly impossible to find in the broader Carmel submarket.
Landlord financial limitations – The landlord was unable to provide a tenant improvement allowance, which is typically standard for expansion/renewal deals.
Need to create negotiating leverage – Despite limited availability, our team conducted a thorough market review to support strategic negotiation efforts.

DEAL HIGHLIGHTS

Negotiated over $368,000 in rent savings through creative lease structuring.

Secured rare lobby-front expansion suite with major rental concessions despite no TI Allowance.

Listen to the Case Study Summary

Analysis

To support our client’s long-term goals, we paused negotiations while the landlord worked through internal constraints. During that time, we maintained market awareness and explored backup options. Ultimately, our client’s commitment to growth led to a restart of negotiations, this time with a willingness to self-fund the construction build-out. With that strategic flexibility, we were able to negotiate a significantly below-market rent, multiple months of free and reduced rent, and terms that dramatically improved the economics of the deal, even without landlord-funded improvements.

Oak Tree Financial Advisors, Inc. - 12900 N Meridian St. Suite 130, Carmel, IN 46032

Our Success Story

Conducted a full market review to evaluate alternatives and strengthen negotiation leverage.
Helped Oak Tree Financial Advisors secure the desired expansion suite in the same building, directly across the lobby.
Negotiated three months of free rent, followed by 15 months of half rent and a below-market rental schedule.
Enabled the client to self-fund the build-out, unlocking long-term lease savings and space control.

Results

Strategic Expansion: Secured rare lobby-facing expansion space without disruption.
Creative Structuring: Achieved major concessions despite no tenant improvement allowance.
Significant Savings: Negotiated over $368,000 in total occupancy cost savings.
Long-Term Control: Supported client’s continued growth with a high-visibility, long-term location.

Conclusion

By understanding the market dynamics and taking a creative approach to lease structuring, Allies Commercial Realty helped Oak Tree Financial Advisors secure critical expansion space and substantial long-term savings, even in the face of challenging landlord conditions. This project reflects our ability to unlock value through market insight, client collaboration, and strategic negotiation.

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Oak Tree Financial Advisors, Inc.: Creative Lease Negotiation to Support Strategic Growth