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Gather the Investor File
Potentially:
- Lease
- Rent amount
- Deposit
- Payment history
- HOA
- Utility responsibility
- Maintenance history
- Major improvements
Important
DO NOT PUBLISH CONFIDENTIAL TENANT INFORMATION. The investor file is for marketing the income stream, not exposing tenant details.
Should You Sell Occupied or Vacant?
Occupied
Can appeal to an investor buyer.
Vacant
May appeal to owner occupants, a broader investor pool, and buyers who want immediate possession.
Below-Market Rent
A long-term tenant paying far below market may affect investor value.
Important
DO NOT ADVERTISE HYPOTHETICAL FUTURE RENT AS GUARANTEED INCOME. Present the actual rent and lease, not projections presented as fact.
Deferred Maintenance
Landlords often tolerate items owner-occupants would immediately repair. Evaluate paint, flooring, HVAC, roof, landscaping, and appliances.
Tax
An investment-property sale may have capital-gain, depreciation-recapture or exchange implications.
Important
LISA DOES NOT PROVIDE TAX ADVICE. Bring a CPA or qualified tax adviser in early, especially if a 1031 exchange is on the table.
Lisa can help position the property for the buyer most likely to value the income stream or the property itself. Start with a free home value analysis and a seller net sheet.
