01 — Tell us about your property
Share the property location, type, and a few details about your objectives. Mention co-owners, a mortgage, tenants, or other circumstances that may affect a transfer. Please keep sensitive financial and personal documents out of an initial inquiry.
02 — Explore the possibilities
Our real estate team reviews the information and discusses potential paths. Questions about eligibility, ownership, financing, and marketability help establish whether a proposal should move forward. No property is accepted automatically.
03 — Plan the next steps together
If there is a fit, discuss the review process, required documents, due diligence, responsibilities, and proposed terms. Work with your own attorney, tax adviser, and appraiser before entering an agreement.
A closing should follow a documented review and agreement, rather than assumptions about acceptance, timing, or tax benefits.