Helping a Relative or Friend

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.

Tip
Try to remove emotions from the decision-making process. Discuss finances with your loved one (and their family, if appropriate) to ensure decisions are based on current and future circumstances.

Impacts

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

Savvy strategies to consider

If your family member or friend has a property with equity, they have excellent options. Our Offer Types make choosing between options easy, so you get a head-start on a customized offer that delivers everything you want.

Easy Sale. The fastest, simplest path to cash. Ideal for those who are ready to move on from a property.

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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.

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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.

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Sale Leaseback. Lock in today’s prices and use the property as long as needed. Ideal for those who want to cash in, stay put, and maintain their lifestyle.

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Have a question or want to discuss options with an expert?  
Tip
Some solutions help owners use their property to get the income or the monthly cash flow they need. If an owner has heirs, there are ways to tap into a property’s upside potential to increase net worth, all while deferring taxes.
  • We make custom offers that help owners solve puzzles and achieve goals. Request yours today to see what's possible. It's fast, easy, and commitment-free.

Explore common goals for others like you:

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Check out our Offer Type Finder for more options.

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Achieve money goals • Make smart tax moves • Design your future • Solve problems + puzzles