Property Details Intake

Share a few details to get your free Savings Proposal. Then, optionally schedule a time with an Expert Advisor to walk through the estimate

Full Name *

Email *

Full Property Address Including City + State *

This is the address you want the study done for.

Purchase Date *

Date you purchased the property

Put In Service Date *

Date the property started renting, or was ready for its intended use

Purchase Price *

$

Rough Cost of Any Improvements *

$

Ex: new floors, landscaping, furnishings, lights

Property Type *

Select an option

Residential
Commercial
No elements found. Consider changing the search query.
List is empty.

Lease Type *

Short Term Rental
Long Term
Other
No elements found. Consider changing the search query.
List is empty.

Acquired via a 1031 Exchange? *

Yes
No
No elements found. Consider changing the search query.
List is empty.

Tax Year To Apply *

2025

2024
2025
2026
No elements found. Consider changing the search query.
List is empty.

Should be 2025 by default unless you have a special need

Helpful Context

Any context we should know about? Examples: "Only 50% of sqft is being used as rental" or "We own 15/28 homes in the park" or "airbnb.com/12345abc"