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
Coming soonInvestment-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
Coming soonBrokers 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
Coming soonCommercial appraisers for acquisition, refinance, and broker-opinion-of-value work at exit.
Listed under Commercial appraisers
Photography, drone & video
Coming soonOffering-memorandum packages.
Listed under Photography, drone & video
1031 exchange qualified intermediaries
1 vendorQualified 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
Coming soonDelaware 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
1 vendorThe 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
Coming soonFirms that buy seller-financed notes, whole or partial.
Loan assumption & defeasance
Coming soonPrepayment penalties decide exit timing.
Listed under Loan assumption & defeasance consultants
Business brokers (park & storage as going concern)
Coming soonBusiness brokers who sell campgrounds and storage as going concerns.
Auction platforms
Coming soonOnline commercial real estate auction platforms, for buying and for selling.
Listed under Auction platforms
Estate, trust & succession planning
Coming soonEstate, trust, and succession planning firms for real estate holdings.
Portfolio sale & recapitalization advisors
Coming soonAdvisors for selling a portfolio to an institution or recapitalizing it.
Tax planning for sale
Coming soonRecapture planning before the sale.
Listed under Tax strategists / advisors