Our Process
A structured approach to preserving your family's real estate legacy
Initial Consultation
1-2 days
- Schedule consultation
- Share basic portfolio information
- Discuss family goals
Portfolio Evaluation
2-3 days
- Property assessment
- Market analysis
- Financial review
Proposal Presentation
Day 5 – 7
- Custom purchase structure
- Management plan
- Timeline development
Document Review
1 week
- Legal review
- Final negotiations
- Agreement finalization
Closing
As soon as 21 days
- Documentation completion
- Funds transfer
- Management transition
Required Documentation
Property Documents
- Property deeds
- Current leases
- Recent tax assessments
- Insurance policies
Financial Information
- Recent utility bills
- Property tax statements
- Maintenance records
- Existing mortgage documents
Ready to Get Started?
Let us help you preserve your family’s real estate legacy.