Our advisors will have a short, targeted phone conversation to determine your unique investment goals and criteria. We will ask insightful questions to learn about your target market, property type, debt requirements, tenant preferences, and the timing of your 1031 exchange. We also educate first time exchange buyers with how the process works.
We will catalogue your investment objectives and property type, cap rate range, etc. into our proprietary database so that we know exactly what types of investment properties meet your criteria.
It may be appropriate to have a second phone conversation and that’s OK with us. We are here to help and do not mind answering any follow up questions the client may have. We will also establish a detailed timeline and plan for executing the exchange.
We will begin sourcing on and off market properties that match the client’s preferences. Any properties that meet the buyer’s criteria will be sent along with an alternative investment analysis that details the various returns associated with a particular investment purchase.
Newman | Kelly will provide advice, guidance, and support through the entire process so that the client is able to maximize their return on investment. We work closely with the buyer to write Letters of Intent (LOIs), source debt through our in-house financing professionals, negotiate an acceptable Purchase & Sale Agreement (PSA), and guide the transaction through the entirety of the escrow process.