Deal stage
Exit
Brokers to sell, qualified intermediaries to defer the gain, note buyers if you carried paper, and the planners who help you hand the portfolio to the next generation instead of the IRS.
Commercial real estate brokers
63 vendorsInvestment-sales brokers who list and sell small-balance commercial property. Not leasing agents. Also the first call when it is time to sell.
Listed under Commercial real estate brokers (investment sales)
MHP / RV park brokers
17 vendorsBrokers who specialize in mobile home parks, RV parks, and campgrounds. This is a small, national market: a few dozen firms handle most of the trades, and the good ones know which parks will hit the market before they do. Use this list to get on their buyer lists, and again when it is time to sell.
Listed under MHP / RV park brokers
Broker opinion of value / appraisers
11 vendorsCommercial appraisers for acquisition, refinance, and broker-opinion-of-value work at exit.
Listed under Commercial appraisers
Photography, drone & video
24 vendorsOffering-memorandum packages.
Listed under Photography, drone & video
1031 exchange qualified intermediaries
31 vendorsQualified intermediaries who hold exchange proceeds and paper a 1031 exchange. The QI is unregulated in most states and holds your entire sale proceeds, so how they secure funds matters more than their fee. Filter by exchange type (forward, reverse, improvement), how funds are protected, and fee range.
DST sponsors
22 vendorsDelaware Statutory Trust sponsors, for exchanging out of active ownership into passive fractional interests.
721 UPREIT, OZ funds & other 1031 alternatives
Coming soon721 UPREIT exchanges, Opportunity Zone funds, deferred sales trusts, and charitable remainder trusts. Bench-approved listings only.
Seller-finance structuring
42 vendorsThe seller-side view of carrying paper: an attorney to structure the note and a servicer to collect it.
Listed under Commercial real estate attorneys
Note buyers
11 vendorsFirms that buy seller-financed notes, whole or partial.
Loan assumption & defeasance
5 vendorsPrepayment penalties decide exit timing.
Listed under Loan assumption & defeasance consultants
Business brokers (park & storage as going concern)
11 vendorsBusiness brokers who sell campgrounds and storage as going concerns.
Auction platforms
12 vendorsOnline commercial real estate auction platforms, for buying and for selling.
Listed under Auction platforms
Estate, trust & succession planning
19 vendorsEstate, trust, and succession planning firms for real estate holdings.
Portfolio sale & recapitalization advisors
9 vendorsAdvisors for selling a portfolio to an institution or recapitalizing it.
Tax planning for sale
3 vendorsRecapture planning before the sale.
Listed under Tax strategists / advisors