financial-analysis-02

PROPERTY FINANCIAL ANALYSIS


Creatively evaluate possibilities for increased income and reduced expenses to highlight your property in the best financial picture possible.
  • Review rent rolls
  • Profit and loss statements
  • Current financing
  • Options for a prospective buyer

COMPARABLE MARKETING ANALYSIS


  • What are current rent prices in the area
  • Future growth in the area
  • Price per unit in the last 90 day days
  • Sold or pending properties last 60 days
  • Price per square foot
  • Income basis
market-analysis-02
finance-evaluation

PRE-UNDERWRITING EVALUATION


My preferred lender will conduct a pre-underwriting evaluation and site visit of the property.

How this benefits you?
We can determine how much a bank will lend on the property and the type of financing we will need in advance from a prospective buyer saving everyone time and expense. Eliminate the possibility of a buyer financing issue or low appraisals. The goal is to sell your property!

MARKETING PLAN


Determined and building of our marketing strategy. Exposure!
marketing-plan
qualified-buyer-02

SECURE A QUALIFIED BUYER


Determine the financial ability and lending power for the buyer. Who is this buyer and what are they looking for? Review the terms of the offer and timelines.

How well does the broker representing the buyer know this person? Critical to our next phase - Negotiations.

Negotiations


  • Price and terms
  • Inspection process

I am at every walk through of my clients property including the inspection. I want to know in advance what type of buyer we are working with and what they are focusing on.

negotiations
appraisal

APPRAISAL


I prepare an appraisal package and meet with the appraiser on-site strengthening our position and justifying our sales price back by numbers, lending data, comparable's and features of the property. Everything we prepared in advance of going to market.

ESCROW


  • Open pre-escrow and title to make sure there are no exceptions or situations that need to be taken care of before closing
  • Keep escrow informed of each step of the sales process
  • Provide documentation and financial data they will need to prepare closing and final pay outs such as rent rolls, deposits, and personal property
  • Make sure both sides have all documents turned in and the lender has delivered funds
  • Review final payoff report to seller and buyer

Coordinate with attorneys and exchange facilitator's in releasing funds or document's to escrow. I control the process until recorded and you have received your net proceeds!

Escrow

WHAT IS CAPSTONE?

The front and center that holds the foundation together. A finishing stone of a structure

THE PROCESS

The process starts with a financial analysis of your property and comparable marketing analysis.

WHAT IS MARKETING?

The more your property is seen the more likely it is to sell. I start with a sound marketing plan.