Frequently Asked Questions

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  🧭 Plan – Get Ready to Buy

• Homeownership readiness review 
• Clarify goals, timeline, and budget 
• Connect with trusted local lenders 
• Guidance on pre-approval and payment options 

🏡 Shop – Find the Right Home

• Dedicated buyer representation from search to closing 
• Personalized home search with custom listings 
• Showings scheduled around your life 
• Offer strategy using local market data 
• Skilled negotiation of price and terms 

🔑 Close – Confident, Supported Closing

• Contract and timeline management (inspections, loan, contingencies) 
• Inspection coordination and repair/credit negotiations 
• Appraisal and financing support with your lender 
• Final walkthrough and closing coordination 
• Post-closing support and vendor referrals after you move in

🧭 Plan – Prepare to Sell

• Review your goals, timeline, and next-home plans
• Walk-through of your home with pricing and strategy in mind
• Market analysis to estimate value and ideal list price
• Recommendations for repairs, updates, and staging priorities

🏡 List – Market Your Home

• Professional pricing strategy based on local comps
• Guidance on decluttering, staging, and photo-ready prep
• Coordination of photography, video, and listing media
• MLS exposure plus online and social media marketing
• Showing strategy that fits your schedule and comfort level

🔑 Close – Smooth, Confident Sale

• Review and compare offers with clear net-sheet estimates
• Skilled negotiation of price, terms, and contingencies
• Management of inspections, repairs, and appraisal process
• Coordination with title, lenders, and attorneys through closing
• Support with possession timing, move-out, and transition to your next home

🧭 Plan – Define Your Investment Strategy

• Clarify goals: owner-user vs. investor, short- vs. long-term hold
• Determine target property types (office, retail, industrial, multifamily, mixed-use)
• Establish budget, financing options, and return expectations
• Review market trends, submarkets, and risk profile

🏢 Search – Source & Analyze Properties

• Curated property search based on your criteria and timelines
• Detailed financial analysis: income, expenses, NOI, and cap rates
• Lease review support (rent rolls, expirations, options, escalation clauses)
• Coordination of property tours and meetings with key stakeholders
• Strategy for offers, pricing, and competitive positioning

🔑 Close – Due Diligence & Acquisition

• Coordinate inspections, environmental and zoning reviews, and third-party reports
• Work alongside your lender, attorney, and CPA through due diligence
• Negotiate terms, contingencies, credits, and timelines
• Guide you from contract to closing, ensuring a smooth handoff of leases, tenants, and records
• Post-closing support with vendor referrals and future acquisition planning

🧭 Plan – Position Your Asset for Sale

• Review your goals, timing, and exit strategy
• Analyze current leases, income, expenses, and tenant mix
• Market and submarket review to set expectations and strategy
• Recommendations on improvements, lease adjustments, or restructuring before sale

🏢 Market – Reach Qualified Buyers

• Professional pricing strategy based on income, cap rates, and recent sales
• Creation of an offering memorandum (OM) and key financial highlights
• Targeted marketing to investors, owner-users, and brokers in your asset class
• Coordination of property tours, buyer Q&A, and document sharing (rent rolls, leases, reports)
• Ongoing feedback from the market with strategy adjustments as needed

🔑 Close – Maximize Value & Minimize Friction

• Organize and manage due diligence: inspections, environmental, zoning, surveys, and third-party reports
• Coordinate with attorneys, CPAs, and lenders on both sides of the transaction
• Negotiate price, terms, credits, and closing timelines to protect your bottom line
• Oversee contingencies, estoppels, tenant notices, and closing logistics
• Post-closing support for 1031 exchange planning or redeployment of capital