The Longtime Homeowner's Playbook for Selling Smart
Selling a longtime Silicon Valley home is one of the most consequential financial decisions you'll ever make. The Playbook is a free 19-page strategic guide written for homeowners 60+ and the adult children helping them, by a senior real estate specialist with more than two decades of experience. It's the field guide I wish every longtime homeowner had before they listed the family home.
10 Questions To Ask Any REALTOR® Before You Hire Them
"The question isn't whether your home is worth a lot of money. The question is whether you'll walk away with all of it, or leave a significant chunk on the table by using the wrong strategy when selling."
From the opening pages of The Playbook
-$216,000.
That's the loss with a 12% investor discount on a $1.8 million home. Gone, for the privilege of a "simple" transaction.
You've probably gotten the letter, or the call, or the knock at the door. Cash for your home, as-is, fast close, no repairs and no open houses. What those offers never mention is the business model underneath them.
Investors have to buy low enough to cover renovation, carrying costs, transaction costs, and still profit on the flip. In Silicon Valley that discount runs 10 to 15 percent off what the open market would have paid. The open market, approached correctly, delivers almost all of that simplicity without the punishing discount.
From Chapter One, The Three Costliest Mistakes Longtime Owners Make.
I've spent more than two decades helping longtime homeowners turn the family home into the financial foundation of the next chapter. The Playbook is the same thinking I bring to my own clients, written down so you can use it for yours. Here's what's in the 19 pages.
The Three Costliest Mistakes: Cash offers from investors. Neighbor deals. Generalist agents. Each one quietly costs Silicon Valley sellers tens of thousands of dollars, sometimes hundreds of thousands.
Selling As-Is the Right Way: Most longtime homes don't need a renovation. They need the right strategy. Sell an older home for top dollar without gutting the kitchen.
The Money Pieces Most Sellers Miss: Section 121, Prop 19, the widowed-seller step-up, and timing decisions that can make a six-figure difference at tax time. Plain English, with the math.
The Family Conversation Guide: How to start the conversation about the house before a crisis forces it, and what to do when siblings disagree.
The Smart Seller's Checklist: A one-page summary of what to do before you decide, before you list, and once you're under contract.
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