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Here are Three Stories about how I helped those I serve
achieve extraordinary results in their real estate transactions:
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Saved $250,000 in capital gains taxes, improved cash flow, and reduced
management headache when I structured a 1031 tax-deferred exchange for a
client who had 27 investment houses. I
negotiated the disposition of the houses and helped acquire a net-leased
commercial property in Florida. The trade gave the client a property with no vacancy, no
headache, and a large, predictable monthly check on which to supplement his
retirement. |
| Saved
bank from $100,000 loan loss. A
partnership dispute arose during the rehab of an apartment building and the
project stopped. The lender,
fearing a loss at foreclose, brought me in.
I completed the rehab work, leased the apartments to full occupancy,
and then sold the property at a profit.
The bank avoided a loss. |
| Keep
it in the family: A widow called, wanting to sell her apartment
building to fund the entrance fee for a life care facility.
After counseling with her, we determined it was in her best interest
to refinance the property to meet the entrance fee requirement and keep the
property to supplement her income. I shopped for the best loan terms on her behalf and
handled all details of the transaction. |
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