Real Estate Brokerage & its Methods
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- Real Estate Brokerage & its Methods
REAL ESTATE BROKERAGE
We list and sell real estate by designing a financial strategy unique to each property owner. We ask, “What do you hope to accomplish by no longer owning this property?” Their answer is our starting point!
Our expertise spans decades in the real estate and mortgage lending industry. We confidently offer our clients a variety of options to maximize their profits and minimize their taxes. In this volatile economic era, it is important to work with a real estate broker who understands your needs and can provide the right solution.
Whether a client is leaving real estate ownership or buying another property KOLE REALTY considers it a privilege to design and implement the right financial strategy on their behalf.
BROKERAGE METHODS
- Listing and marketing the property at the right price, whether it’s an investment property or single-family home.
- Determining possible tax consequences under different sales methods:
- IRS Code 1031 Exchange (Investment Property ONLY)
- IRS Code 453 Structured Installment Sale (Both Investment or Owner-Occupied Property)
- Straight Sale
- Set up an Annuity where appropriate, and structure the payment to meet the needs of the Property Seller (Post Closing)
- Determine how an Indexed Universal Life Contract (IUL) would be funded from the Annuity over a 5-year period. Discussion of the Line of Credit available thru the IUL to the client.
- Orchestrate a successful closing to fund their lifestyle and legacy.