What is a 1031 exchange?

A 1031 Exchange allows owners to defer the capital gains accrued from the sale of an investment property by transferring their profits to a new “like-kind” property. Owners have 45 days from the sale to identify no more than 3 “like-kind” properties, and then an additional 135 days to close on at least one (180 days after relinquished property sale). Fortunately for investors, the “like-kind” designation applied by the IRS is a misnomer; any real estate can be swapped for other real estate, as long as it is held for investment purposes. For example, a rental property in Laguna Beach can be swapped for a cattle ranch in Montana, provided it meets the IRS guidelines. Read More

Sellers | Susan Chase | California Real Estate Agent

Testimonials

I would highly recommend Susan to anyone looking to buy a home in the Dana Point area. As first time home buyers and new to the area, she was invaluable in guiding u...

Taylor and Brian

If you want someone to work tirelessly on your behalf, then Susan is your realtor. The results were amazing. We received 11 offers within 4 days and sold for over ...

Don & Carol

I can't say enough about how much we loved working with Susan! Susan is one of the most thoughtful and kind people we have ever had the pleasure of doing business wi...

Lindsay and Lou

We have friends that gave us three different realtors they recommended. My husband and I interviewed all three and selected Susan because she followed up with us and...

Caley & Rich

Susan was a delight to work with from start to finish. She worked with us for 4 months helping us find our home and made every step of the process easy for us. We co...

Denise & Brent

When it came time to sell my father's home in Nellie Gale, our first thought was of Susan Chase as we knew her personally and were not that impressed with the other ...

Dan and Wendy

Susan was everything we could ever want in a realtor when it came to selling our home. Her marketing efforts left no stone unturned using printed, published, website...

David & Nancy

Susan was our realtor on both the buy and sell side transactions when we decided to downsize from our larger family home to a new place perfect for empty nesters. ...

Gary & Kim

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So you’ve decided to sell your home. Congratulations! It’s a big step, and definitely a life-changing event not to be taken lightly.

An obvious question you might be asking yourself is: How do I put this all into motion and formulate a plan that will work best for my family?

Once you’ve decided that you want to sell your home the next thing to do is give me a call and we can go over my Sales and Marketing Strategy and make a plan for you.

Phase One
Defining Success
- Outline your objectives
- Expectations, questions, and concerns
- What is your motivation to sell?
- What is your timeline to move?
- Where are you moving to?
- What is most important for you?
Understanding the Market
- Market Dynamics: Macro v. Micro
- Market Forces: Supply and Demand
- The Numbers: Trends and Metrics
- Analysis of active, pending, and sold transactions
- Personal timing and seasonal considerations
Strategic Planning and First Impressions
- Discuss Improvements and alteration
- Outline features and benefits
- Determine key differentiators based on active inventory
- Establish target market and buyer profile
- Create profile-based buyer attraction strategy
Phase Two
Listing Details
- Finalize documentation and contractual agreements
- Complete property improvements
- Engage staging consultant
- Engage photography and media team
- Define launch timeline
Marketing Preparations
- Property launch collateral
- Traditional advertising
- Digital marketing plan
- Facebook strategy highlighting your home’s best features with video and ads Instagram
  strategy to build a buzz around your home with video and ads
- Broker network exposure
- Open house strategy
- Direct mail and communication approach
- Events and public relations
Phase Three
Introducing the Property
- Launch the marketing plan
- Create the perception of value
- Attract and qualify potential buyers
- Show the property
- Monitor interest
- Weekly reports, updates, and communication strategy
- Respond to changes in the marketplace
Negotiating Strategies
- Procure written offers
- Qualify and analyze the merits of each offer
- Negotiate to optimize price and terms
- Multiple offer process and backup offer strategies
Phase Four
Escrow Process
- Execute the contract
- Complete disclosures
- Meet deadlines and contingency periods
- Fulfill duties and responsibilities
Closing
- The transition from the property
- Final documentation
- Close and celebrate!
Working Together Again
- Stay in touch and keep you informed
- Second homes and investment properties
- Provide ongoing advice and resources
- If you are thinking of selling or just want to know what is going on in the market
- give me a call and we can chat in person or on a Zoom Call. Here to help and advise!

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Sellers

Phase One

Defining Success

Understanding the Market

Strategic Planning and First Impressions

Phase Two

Listing Details

Marketing Preparations

Phase Three

Introducing the Property

Negotiating Strategies

Phase Four

Escrow Process

Closing

Working Together Again