We design customized installment sale and seller finance exit strategies for commercial property owners seeking to reduce immediate capital gains tax exposure or avoid doing a 1031 exchange and create predictable income streams. Our analysis models multiple exit scenarios and coordinates with your CPA and attorney to align the structure of the deal with your financial goals.
If a structured exit is appropriate, we broker the transaction to qualified buyers capable of executing a seller financed purchase. Our approach positions the asset strategically while aligning price, terms, and buyer strength.
In select situations, we may acquire the property directly through our investment entity using structured seller financing terms. This provides owners with a streamlined transaction and predictable income without market exposure delays, property repairs or vacancy.
We coordinate the full implementation of the structured transaction, working alongside attorneys, CPAs, and third-party servicing providers to ensure proper documentation, compliance, and closing execution.
Following closing, professional third party loan servicing manages payment collection, reporting, tax documentation, and escrow administration to maintain an arms-length, institutional process for both parties.
If your future plans change down the road and you then prefer a lump sum cash out, instead of monthly payments, we can help you sell the seller-financed note to a qualified note buyer. This gives you the flexibility to turn your future income stream into cash should you choose or need, while receiving fair market value for the note.