A long-standing resident and homeowner in San Jose, CA decided it was time to move to Idaho and be closer to the grandkids. She owned five homes. We crossed all five, enabling her to purchase a $3.4 million vacation resort near Eagle, ID, and four additional single-family homes, three investment properties and a beautiful primary residence. She avoided capital gains taxes by performing a Reverse 1031 Exchange. All of the purchases were made before she sold her CA properties.
A couple in their 30's were adding kids to the family and decided to move up, and out… out to the country, that is. Knowing they would need to fix up their current home in Concord, CA we enabled them to purchase a new home up in Roseville. They moved the family to the new home, their agent fixed up the old home, and it sold over-asking with multiple offers.
A lovely retired couple wanted to move to a Senior Care Retirement Community in Los Gatos, CA but they needed over $750,000 to "buy in" to the community. Not wanting to be taxed on their retirement assets and not ready to sell their home, we provided the funds necessary to pay for the "buy in", they moved to their new residence, and their agent sold their home two months later after renovating and staging it properly.
A couple in their mid-40's planned on moving out of state next year but their absolute "must have" dream home came on the market. Not prepared to sell their existing home, we crossed the two properties, enabling them to purchase the dream home smoothly and quickly which the seller appreciated. Our buyer then took about 6 months to make the transition to the new home, without being rushed, and ultimately sold their old home for an over-asking price.