An investment property is a spreadsheet with a roof on it. Matt evaluates it that way first and worries about how it shows second. Residential income, small multifamily, and 1 to 4 unit property across the region, plus a direct route into commercial when the numbers point that way.
Every property gets the same underwriting before an offer goes anywhere. If it does not work on paper, the granite does not save it.
A large number of residential landlords eventually reach the same point: the property has appreciated, the management has stopped being worth it, and a 1031 exchange into something passive starts to look attractive. Most residential agents hand that client off. Matt does not, because he runs the commercial practice too.
On the residential side, single family rentals through 1 to 4 unit property. Above that it becomes a commercial transaction and moves to Commercial Land & Luxury, which Matt also runs, so nothing gets handed off to a stranger.
Usually more than owners expect. Sell outright, sell and exchange into something passive, refinance and hold, or reposition and raise rents before deciding. Matt will run the numbers on each and tell you what each one actually nets you, including the tax consequences you should then confirm with your CPA.
Yes, and it is a large part of the practice. The critical part is starting before you sell, not after, because the identification and closing deadlines begin at the sale of the relinquished property. Matt coordinates with your qualified intermediary and CPA. He is not a tax advisor and does not give tax advice.
Yes. Through the eXp Commercial network Matt sources and places investment property nationwide, which matters most for exchange clients who need replacement property and cannot find it locally inside the window.
Confidential. No pressure. If selling is not your best move, Matt will tell you.