Deal Structuring

Structure equity, debt, and creative financing.

6 skills

Designs and executes comprehensive 1031 tax-deferred exchange strategies.

1031like-kind exchangetax deferral

Manages active 1031 exchange pipelines: 45-day identification tracking, 180-day close deadline management,…

1031 pipelinereplacement property pipelineexchange timeline

Structures non-traditional acquisition financing using seller participation (carryback notes, master leases,…

seller financingcarrybackassumption vs new loan

Designs, calculates, and explains joint venture equity waterfall structures for GP/LP partnerships.

waterfallpromotepreferred return

Generates a complete, copy-paste-ready Letter of Intent with negotiation strategy memo, three-tier pricing table,…

draft an LOIbuild an offerstructure the bid

Analyzes a Purchase & Sale Agreement draft, identifies problematic provisions, and produces a risk-tiered redline…

review this PSAredline strategy