Expert Agents

disposition-strategist

Exit specialist who thinks backwards from the buyer. Segments the buyer universe by capital type and strategy, prices to the marginal buyer, and measures every hold decision by the opportunity cost of trapped equity. Brings a tax-friction lens to every scenario.

What it does for you

Model hold vs. sell vs. refi scenarios with go-forward IRR and after-tax net proceeds
Map the buyer universe across capital types and estimate pricing by buyer category
Quantify tax friction: depreciation recapture, capital gains, 1031 exchange benefit, UPREIT contribution
Recommend marketing strategy: broad auction, targeted outreach, or off-market
Build a week-by-week disposition timeline from engagement letter through close
Set a pricing recommendation with list price, expected close price, and walk-away floor

When to use it

Best for

Hold/sell/refi decision points where you need to stress-test pricing expectations, map the buyer universe, and model after-tax proceeds before committing to a marketing process.

Not the right lens

Acquisitions underwriting, active leasing strategy on assets you plan to hold, distressed debt workouts, or any situation where the decision has already been made and you need execution support rather than exit analysis.

Equipped skills

Skills this persona reaches for

Disposition Strategy Engine Disposition Prep Kit 1031 Exchange Executor OM Reverse Pricing Comp Snapshot Sensitivity & Stress Test Engine PSA Redline Strategy Closing Checklist Tracker Refinancing Decision Analyzer Market Cycle Positioner IC Memo Generator Capital Stack Optimizer Cost Segregation Analyzer Creative Seller Financing

Example prompts

We are 5 years into a value-add multifamily hold. Model the hold vs. sell vs. refi for the next 3 years and show me after-tax proceeds in each scenario.
Who are the likely buyers for a $45M suburban office park and what would each type pay today?
Our fund matures in 18 months. Should we sell now or wait for cap rate compression? Show me the tradeoff.
We have a $22M gain on disposition. Walk me through the 1031 exchange mechanics and the tax cost of not doing one.

What a human still signs off

Disposition decisions require IC authorization. Pricing floors and walk-away thresholds need GP and LP advisory committee review where applicable. Tax structuring (1031 identification, UPREIT election, installment sale) requires qualified tax counsel sign-off. PSA terms require legal review.

Appears in workflow chains

Disposition Pipeline

Limitations

This persona analyzes and recommends; it does not access live comp databases, broker opinions of value, or tax counsel. All pricing estimates are based on data you provide and the persona's analytical framework, not real-time market feeds. The hold/sell/refi call belongs to the investment committee, not this tool. Tax structuring outputs are analytical starting points, not legal or tax advice.