Key Takeaways
- Six exit strategies serve different objectives: value-add sale, refinance and hold, 1031 exchange, long-term hold, portfolio sale, and recapitalization.
- Exit timing optimization considers value readiness, market conditions, tax implications, and financial structure.
- Begin disposition marketing 6-9 months before the target exit date to allow time for pre-marketing, marketing, and closing.
- Evaluate offers on both price and terms—certainty of close may be more important than the highest price.
This track contains subscriber-only lessons
Explore free tracks in this area of study, or subscribe for full access.
Browse available tracks"Advanced Acquisition: Market Cycles, Exit Planning & Portfolio Optimization" is a Pro track
Upgrade to access all lessons in this track and the entire curriculum.
Test Your Knowledge
1.What are the primary exit options for investment property?
2.When should disposition marketing begin relative to the target exit date?
3.How should offers be evaluated when selling?