Helping a relative or friend with a property-related change can be straightforward or surprisingly complex. Often, a big part of an owner’s net worth is trapped in their property, and they need a way out that fits their financial and lifestyle goals. The owner may not understand their options, or may just need a helping hand.
It’s not always easy to support a family member or friend:
Overwhelmed by complex retirement and estate planning decisions
Insufficient time to help as much as you may want
Concern about a relative’s cognitive or physical health
Fear about your relative’s future income and cash flow
Wanting the best, but managing everyone’s expectations
Heightened concerns of a market downturn or unfavorable change in tax law
Easy Sale. The fastest, simplest path to cash. Ideal for those who are ready to move on from a property.
Installment Sale. Get better pricing, upfront cash, and a steady income while deferring taxes. A good option for those who need cash now but want to skip the tax bill, or if there’s no plan for sale proceeds.
Ground or Master Lease. Get cash, retain ownership, and earn passive income to fund your loved one’s lifestyle. A smart choice for those who want passive income with zero headaches.