Exit Planning | For the Seasoned Real Estate Investor 

Cheers to You for a Job well done! 

Cheers to You for a Job well done! 

You've built and a successful investment real estate portfolio that provides true financial independence. You've achieved what many have attempted, but few have succeeded. So what happens now?

Perhaps it is time to take back your life from the hassles of keeping track of multiple properties. This is where we can come into the picture. We can help you transition to a life where you devote your time to the things that matter most to you. We can help you accomplish this in a method that is both planned and strategic. We evaluate and present options based on taxes, cashflow and quality of life needs.  

Our 7-Step Disciplined Approach...

Step 1: Goals, Discovery and Prioritization

Step 1: Goals, Discovery and Prioritization

Transitioning from active involvement is sometimes difficult. Our goal is to understand your priorities and what you value most and develop a strategic plan allowing you an exit at a pace that is comfortable and financially wise. 

Areas we explore: 

  • What kind of exit are you seeking? (Total or partial, immediate or spread-out) 
  • What concerns do you have?
  • What lifestyle do you need to support?
Step 2: Analyze and Evaluate Your Real Estate Portfolio

Step 2: Analyze and Evaluate Your Real Estate Portfolio

Our Goal is to provide an objective evaluation of all properties within your portfolio. We analyze the following criteria for each property and the portfolio as a whole. 

  • Cash Flow and Performance
  • Debt Structure
  • Potential Tax consequences of disposition. 
  • "PITA" scale  - a scientific measurement calculating the degree to which a property is a pain in the a**.
  • Potential risks to current and future financial stability.
Step 3: Understanding Your Bottom Line

Step 3: Understanding Your Bottom Line

We will prepare a Real Estate Focused Current Situation Analysis.

ALL sources of income, savings, investments, expenses, liabilities, insurances, real estate depreciation and taxes are taken into consideration.  

For Strategic Exit Planning: Careful attention is directed on retirement income analysis and Monte Carlo simulations to stress test income needs. 

Please note, parts of this analysis are abbreviated from the Current Situation Analysis in our Comprehensive Financial Planning Service. If you would prefer to expand this analysis to a more comprehensive verision, discounted pricing is available. 

Step 4: Develop your Strategic Exit Plan

Step 4: Develop your Strategic Exit Plan

Based on analysis and evaluation completed in previous steps, we work together to develop a strategic plan of exit on a time table that is suitable to your needs and financially wise.

In order to determine whether better to sell, exchange, or retain properties, as well as what order to act, we take into consideration the following areas: 

  • Asset Performance
  • Tax consequences
  • Debt Obligations
  • "PITA" scale  - a scientific measurement calculating the degree to which a property is a pain in the a**
  • Marketability of Properties

If/when needed, vetted specialists can be involved to help develop and implement plan. (CPAs, Investment Real Estate Providers, Property Management Firms, Real Estate Agents)

Step 5: Implementation

Step 5: Implementation

We are available to assist with implementation as much or a little as is requested.  

Ways that we help:

  • Provide turn-key real estate Investments in a tax efficient manor.
  • Provide opportunities to increase diversification through alternative investments.
  • Introduce vetted industry professionals to help as needed. 

Planning is worthless without implementation. We believe the relationship does not end with the plan, on the contrary it is merely the beginning. 

Step 6: Monitor Progress Annually And Before and After Each Transaction.

Step 6: Monitor Progress Annually And Before and After Each Transaction.

Plans are never static. Markets, interest rates, and life may change over time. You should expect your plan to evolve and adapt as needed. Periodic course corrections may be necessary to keep you on track to achieving your work optional life

We encourage update meetings once a year, before and after each transaction, or if a significant attribute has changed. 

Regularly monitoring your progress is just as important as developing the original plan.

Step 7: Kick Back and Enjoy Life

Step 7: Kick Back and Enjoy Life

 

"Twenty years from now you will be more disappointed by the things you didn’t do than by the things you did." ~ Mark Twain

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