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From Longtime Rental to a Smart Investment Upgrade — A Seller’s Success Story

From Longtime Rental to a Smart Investment Upgrade — A Seller’s Success Story

For over 11 years, I helped manage a rental property in the Gumtree neighborhood for my client Sam. When the time felt right, Sam reached out with a goal:
“I think I’m ready to sell, Bonnie. But I want to do it right—and find something even better with a 1031 Exchange.”

From day one, we worked as a team—collaborating on pricing, preparing the home, and crafting a strategic marketing plan that would generate strong interest and the right kind of buyer.

We poured our energy into that plan, and it paid off.
Together, we hosted a strategically marketed open house that brought in over 50 buyers—a full, buzzing weekend of serious traffic. The result?
Multiple offers, and a sale $75,000 over asking—all in less than 30 days.

But Sam’s journey didn’t stop there.

Next, I helped him locate the perfect replacement property to complete his 1031 Exchange, protecting him from unnecessary capital gains taxes. We negotiated that new home $48,000 under the list price, giving Sam an incredible jump into his next investment—without skipping a beat.

Today, Sam’s not only upgraded his portfolio—he’s done it on his terms, with clarity, confidence, and a true sense of forward momentum.

This is the kind of work I love: partnering with clients, building a smart plan, and helping them move forward successfully.

If you’re considering selling—or wondering if it’s time to reposition your investment—I’d be happy to help you explore your options.

📞 Let’s talk when the time feels right.