Tri-Oak Consulting Group

What Tri-Oak Consulting Group does

Tri-Oak Consulting Group is a privately held, bootstrapped commercial real estate brokerage firm founded in 2006 by Gregory Fitzgerald and headquartered in Canton, Georgia. The firm specializes in the acquisition and disposition of net-lease investment properties across three service lines: single-tenant, multi-tenant, and industrial properties. Its primary customers are real estate investors — particularly those seeking single-tenant net-lease assets for passive income — operating across 30 US states. Select closed transactions include Walgreens (Fayetteville, NC), Winn-Dixie (Baton Rouge, LA), Brookwood Hospital ($20M), and Rivermark (Geismar, LA, $34.45M).

The company's core offering is a relationship-driven brokerage service supported by The Closing Navigator, a proprietary five-step transaction methodology (Strategize, Broadcast/Locate, Qualify, Offer, Close) developed from 30+ years of combined team experience and applied across 487+ completed transactions. Distribution occurs through direct outreach by a 15-person advisor team and a public listings website that exposes inventory with price, cap rate, lease type, and building size. Marketing channels include LinkedIn, Facebook, and Instagram for top-of-funnel presence, plus toll-free phone contact for bottom-of-funnel engagement.

Tri-Oak operates on a transaction-fee revenue model, earning brokerage commissions upon successful closing of net-lease property acquisitions and dispositions. Pricing is quote-based and not publicly disclosed. The firm has no external funding, parent company, or subsidiary structure, and reports no patents, trademarks, regulatory actions, or technology integrations; product differentiation is grounded in process methodology, community partnership with Trees Atlanta (486 trees donated to date), and the founder-led team's experience rather than proprietary technology.

Name

Tri-Oak Consulting Group

Legal name

Tri-Oak Consulting Group

Website

https://tri-oak.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Tri-Oak Consulting Group is a privately held Canton, Georgia-based commercial real estate brokerage that helps investors acquire and dispose of single-tenant, multi-tenant, and industrial net-lease properties across 30 US states via a proprietary five-step transaction process.

Ownership category

akta.pro rank

Headquarters

HQ city

Canton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Real Estate Brokerage Commissions: Brokerage fees earned on acquisition and disposition of net-lease properties including single-tenant, multi-tenant, and industrial properties. Revenue is transaction-based, earned upon successful closing of real estate transactions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Tri-Oak Consulting Group is a commercial real estate brokerage firm that helps investors with the acquisition and disposition of net-lease investment properties, including single-tenant, multi-tenant, and industrial properties. The firm operates through a sales-led team of advisors and brokers who earn transaction-based commissions, supported by a proprietary five-step Closing Navigator process. The company has completed 487 transactions totaling $737M+ in volume across 30 U.S. states.

Product overview

Tri-Oak Consulting Group offers a unified commercial real estate brokerage platform centered on net-lease properties. The core offering consists of Net-Lease Property Listings and brokerage services for single-tenant, multi-tenant, and industrial properties, supported by The Closing Navigator—a proprietary five-step transaction methodology. The company has facilitated over 487 transactions totaling over $737 million in volume.

Differentiator

Problem solved

Functional benefit

Products and services

• Net-Lease Brokerage Services Commercial real estate brokerage service that helps investors with the acquisition and disposition of net-lease investment properties, including single-tenant, multi-tenant, and industrial property types. Revenue is earned via transaction-based commissions on closed deals.
• Net-Lease Property Listings A curated online marketplace of net-lease investment properties for sale, featuring single-tenant retail and other properties with detailed information including price, cap rate, lease type (NN, NNN, NN+), and building size. The listings are accessible to investors browsing the firm's website.
• The Closing Navigator A proprietary structured five-step transaction process (Strategize, Broadcast/Locate, Qualify, Offer, Close) designed to guide clients through net-lease commercial real estate transactions with transparency and collaboration. Developed through 30+ years of combined experience and completion of 300+ transactions.

Quantifiable outcome

• $737M+ total transaction volume
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Trees AtlantaminorOthersFor each transaction completed, Tri-Oak Consulting Group plants a tree in the client or organization's name through Trees Atlanta, a non-profit dedicated to protecting and improving urban environment by planting and conserving trees. Total trees donated to date: 486.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• JLL Capital Markets: Global CRE services firm with a major investment sales / capital markets division executing net-lease, single-tenant, and multi-tenant sale-leaseback and investment transactions. Comparable on deal types but vastly larger and more diversified.
• CBRE Capital Markets: World's largest commercial real estate services firm with an investment properties / net-lease capital markets team handling institutional-grade single-tenant and portfolio transactions. Comparable on transaction types but with global scale and institutional client base.
• Marcus & Millichap: Largest U.S. commercial real estate investment sales brokerage with dedicated net-lease specialty group. Operates broadly across CRE asset types but overlaps with Tri-Oak in net-lease investment sales to private and institutional investors.
• Cushman & Wakefield: Global CRE services firm with investment sales capital markets coverage including net-lease and single-tenant retail transactions. Comparable on transaction type but with significantly larger scale and broader geographic coverage.
• Colliers Capital Markets: Global CRE services and investment firm with capital markets execution across net-lease retail, office, and industrial. Comparable to Tri-Oak on transaction profile but with much broader service offering and institutional client access.

Direct peers

• Hanley Investment Group: Retail net-lease investment sales specialist serving private capital and institutional buyers. Directly comparable to Tri-Oak on retail single-tenant focus, deal volume profile, and investor client mix.
• Stan Johnson Company: One of the largest U.S. net-lease investment sales brokerages, focused on single-tenant and multi-tenant net-lease retail, office, and industrial. Directly comparable to Tri-Oak on product specialization, target investor base, and transaction-based revenue model.
• SRS Real Estate Partners: National CRE brokerage with a dedicated net-lease investment sales group covering retail, industrial, and office. Comparable to Tri-Oak in transaction-based net-lease brokerage serving institutional and private investors.
• The Boulder Group: Niche investment sales firm specializing exclusively in single-tenant net-lease retail properties. Directly comparable to Tri-Oak's single-tenant focus, transaction-based revenue, and investor client base.
• Bourland-Soule (now part of Matthews Real Estate): Specialized net-lease investment sales brokerage now operating within Matthews Real Estate. Comparable on net-lease focus, transaction-based commissions, and retail/industrial tenant coverage.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/trioak
• LinkedInlinkedin.com/company/tri-oak-consulting-group
• Instagraminstagram.com/tri_oak/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tri-Oak Consulting Group