CASE Agency

CASE Agency, a top ranked independent advertising and creative agency based in NYC.

They were growing and needed more room and wanted to own a space as an investment versus continuing to pay rent.

For the three partners at CASE Agency, the math was starting to become undeniable. As a top-ranked creative agency, their Soho office was part of their identity, but the rent was a black hole. They wanted to turn their biggest expense into their smartest asset.

But buying commercial property in NYC, especially for first-time buyers, is daunting. We didn't just find them a space; we unlocked a financial strategy. By leveraging our deep connections with bankers specializing in SBA loans, we secured them a deal that most thought impossible: a loan at 1% below standard rates with only a 10% down payment, instead of the typical 30%.

This transformed the equation. They acquired a full-floor Soho loft with historic character that fit their creative culture, but the real win was on the balance sheet. They now had a tangible asset, a powerful tax-advantaged investment, and a future exit strategy, as the space could one day be sold as a valuable residential loft. They stopped burning cash and started building wealth.

“As first-time buyers of commercial property and a business with three partners, we couldn’t have been the easiest client. But David and Charlotte were total pros from start to finish. They understand all the intricate (boring) details of commercial real estate transactions—they also understand the creative mindset, and new what our team needed to thrive. We couldn’t be happier with our new home.”

– Travis Stratford, Managing Director

SECTOR: OFFICE
CITY: NEW YORK
NEIGHBORHOOD: SOHO
SIZE: 8,500 RSF

Photos courtesy of CASE Agency