Controlling the Selling Process

The Value Maximizer has two outcomes that are designed for sellers. The second option is the most creative and starts with the goal that the seller wants to achieve. Condo development, private lending, real estate consultations, land development and real estate consultations all goals that are part of the Value Maximizer. Some examples of the Value Maximizer include:

Helping a landlord secure a private loan, Brighton MA: This private loan was facilitated in 2nd position (behind the bank loan) and allowed the client time for an 80+ unit condo development in Brighton to go through the permitting process.

Landlord gets out of a sticky tenant situation to get a market-priced sale, Boston MA: In one of the most challenging deals, a tenant had occupied all three-units of a three-family home and was not paying rents on any of the occupied units. As a landlord, working with an non-cooperative tenant is is a dreadful position to be in, and even worse spot if you want to sell. I helped the landlord achieve a market price by using an escrow account to help bridge the gap between buyer and seller post-closing

80+ unit land development deal, Quincy MA: Land development deals are challenging to navigate and price. The land is worth what can be build on the site, which is unknown at the time of the sale. A gas station site also created challenges for the buyer and seller as among other items, environmental concerns. I helped the seller create a waterfall structure which provided a seller bonus for each incremental unit that was built; this alongside non-refundable deposits aligned seller and buyer positions. Structuring the right deal from my seller significantly limited his exposure, attorney costs and increased his upside potential.

Helped property owners transition to a new home, Brookline MA: My clients were interested in moving closer to their grandchildren in the suburban Boston. Unable to obtain a secondary loan, they were equity rich but needed time, and wanted the security of money in the bank to find their next home in a seller’s market. My clients had no interest in listing the property for sale for everyone to see. I was able to find the right buyer and negotiate a lease-back, rent-free, for 6 months to allow them the time to find their next home. Their next home was under contract prior to the closing of their existing home, and most importantly, they were enjoyed their final months in their home with a low level of stress as they transitioned into the next phase of their life.

Helped landlord secure income stream post-closing, Boston, MA: Landlord was tired of managing property and due to some health reasons, wanted to retire. His interest was to retain an income post-closing, and to avoid the capital gains over the short-term. I was able to advise him, and help him sell with seller financing. Upfront payment, terms, interest rate were all negotiated to help provide him with monthly income. His income was secured and he was protected in case of default. Understanding the creditworthiness of the borrower, securing the right terms and having the right guidance and legal advice are all important parts of this process. The seller retained an interest in the property, and a balloon payment at the end of the negotiated term.