Acquisition Review · Confidential · 2026-08-22

Donuts Express — 3541 W Pioneer Pkwy, Pantego TX

Business ask $50,000 (H & L Creative Food Corp) · Real estate ask $600,000 (KS Plaza 3 Inc / Ki Sook Yi) · Combined ask $650,000
Combined Ask
$650k
fails debt service at any plausible sales level
RE Fair Value
$260–310k
income approach, actual tax levy · TAD assess $308.7k
Target Deal
$340k
$300k dirt + $40k business
Walk-Away
$430k
combined, and only with $300k+ sales proven

01The bottom line

The $600k real estate ask is roughly 2x fair value. It's a 3.4% cap on underwritten NOI, $934/sf on a 642 sf box built in 1980, and nearly double the county's own $308,674 assessment. The business ask is small enough to be noise — the whole negotiation is the dirt. Every structure below is priced off what the combined asset can actually service, because once you own both, rent is money you pay yourself.

MetricAt $650k askAt $340k target
Cap rate on RE (underwritten NOI ~$20.7k)3.4%6.9%
Price per sf (642 sf NLA)$934$467
vs. TAD 2026 assessment ($308,674)194%97%
Annual debt service (SBA 90% LTV, 25yr, ~10.25%)$65.0k$34.0k
DSCR @ $250k shop sales0.591.33
Property tax after reassessment to price~$13.1k/yr~$6.6k/yr

Texas reassesses to purchase price — pay $600k and the tax bill nearly doubles from $6,749, cutting NOI a further ~$6.4k/yr. The ask literally destroys its own yield.

02What we verified (public record)

The real estate
ParcelTAD 727504 · Donna Addition Blk 1 Lot 1
Building642 sf GBA = NLA (verified on TAD card PDF)
Land15,864 sf / 0.3642 ac corner pad
Built1980 · former Citgo / 7-Eleven pad
2026 assessed$308,674 (land $196k / imp $113k)
2025 tax levy$6,748.79 actual (2.187% eff.)
DebtFree & clear — Bank of Hope release 3/2022, no later lien indexed
The parties
RE ownerKS Plaza 3 Inc (TX, formed 4/2016 to buy this pad)
PrincipalKi Sook Yi — sole officer, 2–3 pad landlord, no debt pressure
OperatorH & L Creative Food Corp (tenant only)
Their equipmentBPP assessed $7,608 — ~$42k of the $50k ask is goodwill + lease
Rent$3,000/mo gross incl. NNN/CAM = $36k/yr = $56/sf (high for 1980 Pantego)
NOI~$20.7k underwritten / ~$24k broker-style

⚠ Environmental — CONFIRMED: this address is a listed LPST site

TCEQ registry check is done and it's a hit. LPST case ID 91095 — "Quik Mart 30460", 3541 W Pioneer Pkwy (RN106972532), opened 1986, responsible party Southland Corp — matching the TAD Citgo → Southland #30460 / 7-Eleven ownership chain. Case status is INACTIVE (TCEQ closed it), and the site also carries an inactive 7-Eleven PST tank registration (#9153), consistent with tanks removed. Two catches: (1) pre-1990 closures used weaker cleanup standards — pull the closure letter before trusting it; (2) Circle D Food Mart at 3601 W Pioneer, ~350 ft west, still operates 3 active USTs, an offsite migration question a Phase I will flag. Net: a Phase I ESA flags this as a REC guaranteed, some lenders will push to Phase II, and every future buyer of this pad inherits the same file. A closed case is survivable — but a $600k ask on a listed former-LPST gas station pad is not. This is your hardest price lever.

Market rent check — the $56/sf is confirmed way above market
CompSizeAsking
2400 W Pioneer Pkwy, Pantego (Four Seasons Plaza, 1984)1,200–2,400 sf$12.00 NNN
2401 W Pioneer Pkwy, Pantego (Pecan Park)1,500 sf$16.50
903–911A W Pioneer Pkwy, Arlington (Ashbury Plaza)3,500+ sf$5.01
130 E Bardin Rd, Arlington1,500–1,880 sf$15.00
1000 W Arkansas Ln (Cooper St Commons)1,200–2,528 sf$7.23
Subject — 3541 W Pioneer (gross, incl. NNN)642 sf$56.00

Pantego inline retail averages ~$10/sf, Arlington ~$19–23/sf. Small freestanding pads always price above inline, and gross-vs-NNN narrows the gap (~$44–48/sf NNN-equivalent) — but the subject rent is still ~2.4–3.4x the corridor. Two implications: the in-place $36k/yr rent is at-risk income no other tenant replaces (kills any cap-rate defense of $600k), and post-purchase you should underwrite your own occupancy at market, not at $3k/mo. Comp caveat: LoopNet/Crexi rates came via search snippets (bot-walled) — verify the two Pioneer Pkwy comps before quoting them in negotiation.

03Every deal on the table

Financing basis for all scenarios unless noted: SBA 7(a), 10% down, 25-year amortization (RE is majority of proceeds), ~10.25%. Shop cash flow modeled as EBITDA before rent at 22% of sales (owner-operated; unverified until we see the books). Owner property costs after purchase: reassessed tax + ~$2k insurance + ~$1.5k reserves.

Deal A — Pay both asks Reject

$50k business + $600k RE = $650k · loan $585k · debt service $65.0k/yr

Deal B — Business only, keep the lease Conditional

$50k business · rent stays $36k/yr

Deal C — Target: both at fair value Pursue

$40k business + $300k RE = $340k · loan $306k · debt service $34.0k/yr

Deal D — Seller carry on the dirt Best structure

$50k business (SBA/cash) + $325k RE seller-financed · 15% down, ~6%, 25-yr am, 5–7 yr balloon

Deal E — Bridge: buy business + option on the dirt Fallback

$45k business + new 3-yr lease at $2,500/mo + recorded purchase option at $325k (credit 20% of rent paid)

Deal F — Real estate only, no business Avoid

~$275k RE, keep/replace tenant

Deal G — Walk away Triggers

No deal

04Sensitivity — DSCR by price × sales

Combined purchase price vs annual shop sales. SBA 90% LTV, 25-yr am, ~10.25%; EBITDA-before-rent at 22% of sales; reassessed tax included. Green ≥ 1.25 (bankable) · yellow 1.0–1.25 (fragile) · red < 1.0 (loses money).

Combined price$200k sales$250k$300k$350k
$340k (target)1.001.331.651.98
$400k0.821.101.371.65
$450k0.710.951.191.44
$500k0.610.831.051.27
$575k0.500.700.891.08
$650k (ask)0.420.590.760.93

Read it as: at the full $650k ask the deal loses money even at $350k sales. The target $340k is bankable anywhere above ~$240k sales. Sales verification (POS reports, not tax returns alone) moves you between columns — that's why the books come before any offer.

05Negotiation playbook

#MoveWhy it works
1Verify sales first. 12 mo of POS data + 2 yrs returns from the operator before any number moves.Every column in the table above depends on it.
2Tie up the business cheap, contingent. $40–45k, contingent on (a) lease assignment or (b) closing the RE.Cross-contingency: you never own a business without the dirt or an acceptable lease.
3Use the assignment moment. He needs her consent to assign — she learns her tenant is leaving no matter what. Arrive with the RE offer at that exact moment.Her BATNA becomes a vacant 642 sf former gas station box, not a $36k/yr tenant.
4Anchor with the record, not opinion. $308,674 county assessment, $6,749 tax levy, 3.4% cap at her ask, gas-station history requiring Phase I.Public numbers are hard to argue with; her ask has no comp support at $934/sf.
5Offer the carry as the concession. Open $300k cash-to-her-via-SBA; "I can do $325k if you carry 85% at 6%."She trades headline price for income + tax deferral; you trade nothing you need.
6Let environmental do the last 10%. The pad is a listed LPST site (case 91095, closed). Phase I is non-negotiable; demand the closure letter; price reduction or escrow holdback if the file is thin.Confirmed, on the public record, and no other buyer escapes it — her ask is impaired for everyone, not just you.

06Diligence checklist