Every note has multiple exits. The right one depends on your tax position, liquidity needs, and view on rates. We model each.
Cash now, cash later, tax efficiency, or estate transfer.
Side-by-side comparison of all four exits on your actual note.
Originate the chosen transaction — sale, partial, or pledge.
Optional 1031-adjacent re-deployment into new RAW paper.
You sell the next N payments to an investor and reclaim the note at the end of that window.
Yes — we facilitate note hypothecation lines at 50–65% of fair value.
We coordinate with your CPA; installment-sale treatment usually survives a partial.