How it works
From your first question to your closing date.
Selling an investment property is a once-a-decade decision with a six-figure margin of error. Here's exactly how we help you make it — no cost, no obligation, no pressure.
The full journey
Five steps. Two hours of your time. Six figures of impact.
Most landlords go from "I'm thinking about selling" to "my exchange is open" in less than a week with us.
Tell us about your property.
Five short questions: address, where you are in the sale process, how long you've owned it, what you want to do with the proceeds, and how to reach you. Start the survey →
We calculate your exposure.
You see your estimated federal capital gains, state tax, and depreciation recapture broken out by component. You'll see how much of it is deferrable.
We match you with a specialist.
Based on your answers, we connect you with a 1031 exchange specialist, a passive income advisor, or a real estate specialist. You see who they are before they call.
Your specialist walks you through your options.
Phone or video. They'll explain what's possible given your timeline, model the numbers in front of you, and answer everything. No sales pressure, no obligation.
You decide what's right.
If you want to move forward, we open your exchange, place your DST, or connect you with a listing agent. If you don't, you don't — and you keep the information you learned.
What it costs
Free until you decide otherwise.
We're paid by the institutions on the back end — the qualified intermediary fee on an exchange, the placement fee on a DST, the referral fee on a real estate transaction. None of those come out of your pocket. Everything before you transact is free.
Survey & estimate
$0
Tax estimate, routing, advisor match. Always free.
Advisor call
$0
A 30-minute conversation with a specialist. As many as you need.
If you transact
Disclosed up front
Fees are explained line by line before you sign anything. No hidden costs, no surprises.
A sample of what our specialists work on.
Every match is anchored on a real property situation — your asset class, your geography, your tax position. Here's a slice of the deal types our network handles.
One conversation. Then you decide.
We don't sell, place, or list — we connect you with the right vetted local specialist for what you're trying to do. Free, no obligation, two-hour response.