Transactions: Case Studies

We represented an out of state syndication group specializing in hospitality purchase a unique boutique hotel from a seller performing a 1031 exchange to relocate to be closer to family to the same city our syndicators operate from.

A local real estate investor sold his home to roll funds into a distressed 4plex. He utilized FHA financing and negotiated maximum seller credit to cover closing costs to maximize proceeds from the sell of his existing home to fund repairs.

A Southern Oregon Real Estate investor capitalized a distressed craftsman home in Medford owned by out of state inheritors and created 3 high performing AirBnB’s, recapturing their investment in their first year.

A local investor needed to offload a mismanaged storage unit facility that would not qualify for conventional financing. We brought a local investor with storage facility experience to purchase and stabilize the asset.

Our out of state investors offloaded this 18 unit apartment in Corvallis to retire. A local investor was able to sell their 4plex to 1031 into this acquisition. We helped navigate this transaction to a successful close despite City Zoning push back and insurance pivots.

We represented first time home buyers in which we were able to negotiate over $22,000 in seller credit. We used this credit to buy down their interest rate to 4.875% in a market where 6.5% was the normal rate.

We helped the original builders to sell their duplex to roll the funds into their dream vacation rental in another town. We were able to offload before the end of the year to an out of town buyer while keeping tenants in place.

The seller purchased a new home and wanted to sell their investment property to pay off their new mortgage. We were able to provide the seller with the needed funds and help a buyer with an affordable home and help cover their closing costs.

We were able to strategically identify this property for our buyer who was looking for a flip project and were able to negotiate over $50,000 off of the list price.

We created a unique search & strategy for our first time home buyers looking for a house hack. We found: 4 houses on 1 lot on the river. They used owner-occupied financing and we negotiated maximum seller credit to cover their closing costs.