What would you keep?
We compare the debt payoff, costs, and tax consequences so you can judge the choices by what they would leave you with.
STRATEGIC ADVISORY
If you could change one thing about owning your real estate, what would it be?
You may want to preserve your capital and get out of management, or understand what a sale would leave you after taxes. We begin with what you want to accomplish, then work through the choices with you.
DEAL STRUCTURE AND ADVISORY
What would make this a worthwhile transaction for you?
The price matters. So do the taxes, the responsibilities, and what you will own afterward.
Could different terms work better?
An exchange, seller financing, a lease, or a partnership may address needs a cash sale would not. We work through what each party needs and the obligations involved.
What happens if things go differently?
We examine the debt, the income needed to carry the property, the remaining work, and how each party could leave the arrangement.
TAX POSITIONING
When was your real estate last reviewed as a whole?
Victor Wagner, our Senior Advisor, is a CPA and retired IRS Senior Revenue Agent. He works with your existing tax and legal advisors to examine the tax position of your properties and any transaction you are considering.
That may include exchanges, installment sales, depreciation, cost segregation, and whether an amended return deserves consideration. The question is what the choices would leave you with, and what supports the tax treatment being considered.
REAL ESTATE OPERATIONS
How much of the operation still depends on you?
You may have a property manager, a bookkeeper, and good people around you, yet still be the person everyone calls to resolve a problem. We work inside the business with your team so you get relief from management and the operation runs more efficiently.
Does the work move forward without you following up?
When an unpaid balance, repair, or deadline keeps coming back to you, we look at where responsibility or follow-through is missing. We work with your team to put the procedures, approvals, and reminders in place, and help run the work we agree to take on.
Can your team tell you what needs attention?
We build a property-level scorecard around the numbers and obligations that matter. Your team uses it to identify problems, follow through, and report back to you, including which decisions need your involvement.
Are you paying people to move information around?
We connect records and recurring work, using automation and AI where they help. We implement the process with your team and check the results, so less time goes into re-entering figures and assembling reports, and more goes into running the properties.
LET’S TALK
What would you like your real estate to provide for you in the years ahead?
Tell us what you would like to preserve and what you would like to change. The first conversation is complimentary.
If we decide to work together, we agree on our responsibilities, what you can expect, the fee, and the timing before paid work begins. That may be advice on a transaction or hands-on work with your team.
Let’s talk