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What is a "Real Estate Problem Solver" (Solver)?
A Solver is someone who has combined their extensive education
and practical experience and successfully applied it for the benefit and
protection of clients, developing a documented track record of performance.
Many of their cases do not involve any transfer of title.
A Solver has an extensive educational background in real
estate, far beyond the minimal continuing education requirement to renew
a real estate license. The Solver has decades of experience in solving
a wide variety of real estate problems for clients.
Real estate by itself is inanimate and can have no problem.
But, some people who own real estate do have problems, a few that may
involve transferring of title and many of which do not. Most real estate
agents understand only Buy or Sell and are not equipped to assist people
facing a myriad of other decisions involving real estate. We have assisted
people in over a hundred different situations besides traditional Buy/Sell
transactions. Geography is seldom a problem. We have helped clients with
real estate problems in 16 states and have personally done business in
over 40 states.
The best real estate Problem Solvers are committed exclusively
to Single Agency real estate representation, which means they represent
only one party in a real estate situation and are employed and paid by
the party they represent. Frequently they are employed on an hourly fee
basis, which can save the client money compared to traditional real estate
commissions.
While he or she may have an understanding of basic legal
and tax issues applicable to real estate, the Solver does not give legal
or tax advice but insists that their client obtains legal and tax counsel
prior to executing any plan suggested by the Solver.
Here are 74 different situations where clients have benefited
from consulting services and hourly fees.
1. Review of owners plans to convert a house to a duplex.
2. To build or not to build a 4-plex.
3. What to do with a million dollar ranch that won’t produce enough
income to pay the property taxes.
4. Land owner; Does she sell, build, exchange?
5. What to do with out of state property?
6. Own duplex and other assets, should I acquire more.
7. Obtain easement to landlocked parcel.
8. Eliminating prohibitive item from a conditional use permit.
9. How can market be expanded for a church building that hadn’t
sold.
10. Real estate investment education & orientation. ( PROFILING )
11. Aiding real estate and Business Opportunity buyers who have lost faith
in the Brokers or Salespeople they are dealing with....
12. Economic planning for retirement.
13. Assisting with lot split or land division.
14. Assisting with obtaining financing.
15. Property analysis on income producing property.
16. Valuation (Economic or market analysis)
17. Counseling other real estate Agents on tax deferred exchanges and
various transaction problems.
18. Review of possible real estate purchases...
19. Developing alternative for a failing business.
20. Portfolio analysis for investor with scattered properties.
21. Property performance analysis and recommendations for improving performance.
22. Expert Witness
23. Property tax assessment negotiations to justify reduced taxes.
24. Negotiating a Satisfaction of Judgment.
25. Negotiation for division of “tenant in common” ownership.
26. Negotiation of terms in a disputed note and deed of trust to stop
a lawsuit.
27. Alternatives that might shelter profits from a real estate option.
28. Alternative entities to control capital contributed by passive investors.
29. Expansion of an industrial plant.
30. Conference lecturer or panelist.
31. Diversifying a free and clear real estate portfolio.
32. Inflation impact on paper assets.
33. Representing a city or county re; real estate
34. Teaching a real estate agent the profiling process.
35. Alternative for condemnation.
36. Financing alternatives for new professional office.
37. Negotiating a partial release from a deed of trust.
38. Counseling regarding a potential real estate career.
39. Review listing agreement to be signed with another real estate firm.
40. Yield calculations etc. for agent/principal on a proposed trust deed
investment.
41. Impact of proposed new development (high density residential) on adjacent
industrial property owned by my client.
42. Assisting client with the economic aspects of an option strategy.
43. Economics of long term lease/option on a “to be built”
building.
44. Valuation of a note secured by deed of trust.
45. Developing a marketing strategy for owner where the property will
be listed with another real estate firm that is close to the property.
46. Gift planning alternatives involving real estate.
47. Guidance for investment in notes secured by real estate.
48. Agent for undisclosed principal.
49. Reviews economics of a commercial lease.
50. Assisting heir to an estate with real estate decisions involving other
heirs.
51. Alternatives for holder of a real estate note that is in default.
52. Wine maker; Should they try to raise capital to buy land for a vineyard?
53. Negotiate dissolution of a Jt. Venture on a real estate development
project.
54. Helping restructure a note that was in default so the beneficiary
could avoid a foreclosure.
55. Developing a financial strategy to accommodate multiple owners of
a property and their lender. This was done prior to the client engaging
an attorney to put the finishing touches on the final agreement between
the parties.
56. Structuring a reverse exchange. Taxpayer had found a property they
wanted to acquire via a 1031 exchange but did not have a buyer in sight
for the property he wanted to exchange.
57. Organizing a gifting program (father to son) of a real estate interest.
Tax counsel approved and all documents were reviewed by a competent attorney.
58. Representing an owner/seller of a business (including real estate)
who did not wish to deal with the prospective buyer or his broker. One
objective was to remove all contact and negotiations away from the business
premises.
59. Organizing a marketing program for properties in other counties for
the heirs (16) of an estate that only owned a one-half interest in these
properties.
60. Helping a lady on the East coast structure appropriate terms for a
note she planned to carry back on a property she was selling to her tenant.
61. Litigation consulting assistance on real estate practice and agency
issues for a local attorney in preparation for his taking a deposition
from a real estate broker in a case he was preparing.
62. Helping owner/developer design a marketing strategy for a small project
that would reach out to prospective buyers from other parts of the state.
63. Review of business plan for a couple who would be offering specialized
private money financial services to a particular segment of the real estate
investor/developer community.
64. Negotiate with a financial institution on behalf of a property purchaser
and rough draft an agreement for their attorney to finalize that would
protect the buyer and assure the lenders future performance beyond close
of escrow.
65. Note valuations (to assist other professionals)
66. Valuation of a remainder interest in real property.
67. Setting up the procedures for a client who wants to donate the development
rights to their property to a non-profit organization.
68. Creative Finance Knowledge Can Solve Problems, Save Money and Make
Transactions Happen.
69. Structuring a long term lease and option that increased the owners
income and avoided significant capital gains taxes while allowing the
Lessee to control the property and develop a cash flow from it.
70. Represented 19 heirs in the disposition of 3 properties located outside
San Luis Obispo county.
71. Structuring reverse exchanges.
72. Assisting a client in setting up a Charitable Remainder Unitrust and
funding it with real estate thereby increasing their income, generating
substantial tax deductions and eliminating property management responsibilities.
They achieved their charitable objectives using propertry rather than
cash.
73. Represented client in the sale of a note and deed of trust.
74. Impact of “untidy neighbor” on future marketability of
sellers property.
There are many, many more.
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