EQUITY FUNDAMENTALS

We Are All Different

Every corporation or individual is different. We categorize ourselves from a selection of norms, such as:
  • Risk Tolerance;
  • Age Cycle;
  • Expansion or Divestiture Plans;
  • Long Term Objectives;
  • Etc.
Then Things Change!

Below is an ongoing thought process, that perhaps will allow further internal research, analysis and ultimate focus towards various creative fundamentals and formulas in your real estate transactions, both over short and long term investment horizons.

What Type of Investor Are We At This Time in the Cycle?

  • Institutional Investor 
  • Lender-Institutional 
  • Passive Investor 
  • Lender-Private
  • Value Add Investor 
  • Property User 
  • Builder/Developer
  • Speculator

What Is Our Current and/or Long Term Situation?

  • Need Cash
  • Need Income
  • Off Management
  • Off Negative Cash Flow
  • Mortgage Due
  • Geographical
  • Entity Dissolution
  • Too Many Properties
  • New Opportunity
  • Partners Disagree
  • Health

What Is Our Current and/or Long Term Objective?

  • Corporate Expansion
  • Retire Passive
  • Spend Talent
  • Recognize Value
  • Consolidate
  • Corporate Disposition
  • Aquire More Assets
  • Too Much Inventory
  • Convert to Paper
  • Change Benefits

What Are Our Current and/or Long Term Wants/Needs?

  • Cash
  • Industrial
  • Mortgages/Notes
  • Home(s)
  • Business(s)
  • Cottage(s)
  • Mini-Storage
  • Multi-Family
  • Campground(s)
  • Condominiums(s)
  • Building Lot(s)
  • Office(s)
  • Warehouse(s)
  • Development Land
  • Retail Commercial
  • Resort(s)
  • Hotel(s)
  • Motel(s)
  • Mobile Home Park
  • RV Park
  • Timeshare Membership(s)
  • Agricultural Property

What Will We Do to Complete a Transaction?

  • Add Cash
  • Add or Create Paper
  • Add Property
  • Exchange Portion
  • Take a Problem
  • Partner With Others
  • Manage
  • Move Loans to New Property
  • Leaseback/Guarantee Income
  • Discount/Buyback Option
  • Options

Solution Based Consulting

Consulting services are available upon request. Please contact us to learn more.
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