Before we begin curating properties that align with your lifestyle and goals, it’s important to take a few key steps to ensure a seamless, strategic buying experience, especially when navigating high-value transactions, complex portfolios, or unique financing needs.
Organize Your Financial Portfolio
For discreet, financially sophisticated buyers, I recommend preparing a secure file of essential documents in advance. This positions you to move confidently and efficiently when the right opportunity arises. Your portfolio may include:
Recent bank and investment statements
Tax returns (past two years)
Proof of assets, including real estate holdings, stocks, retirement accounts
Business or partnership documentation (if applicable)
Copies of leases for income-producing properties
Identification or entity documentation (for trusts, LLCs, etc.)
Understand Your Lending Power
Even if a cash purchase is an option, early conversations with a private lender or financial advisor can be invaluable. If financing is part of your strategy, understanding your borrowing power and securing pre-approval ensures you’re prepared to act swiftly and strategically. I’m happy to connect you with trusted lenders who specialize in luxury, construction, or investment real estate.
Maintain Financial Stability
Avoid large purchases, credit changes, or career shifts during this time. Even small financial moves can impact underwriting or delay your closing. This is a time to keep things steady so you’re ready to purchase from a place of clarity and confidence.
Before we begin curating properties that align with your lifestyle and goals, it’s important to take a few key steps to ensure a seamless, strategic buying experience, especially when navigating high-value transactions, complex portfolios, or unique financing needs.