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Risk Positioning Framework

How does the market see this?

Every transaction has risks. Most clients walk in seeing one or two. This conversation helps them see all of them — and what we can do about each one.

Seller — Context

Property and market context

The details that shape every conversation downstream.

Property
School district and market
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Buyer pool and financing profile
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Seller — Risk Inventory

What exists in this transaction?

Check everything that applies. Select all actions being taken for each item.

Seller — Recommendations

Based on what you've told us

Specific suggestions to reduce fall-through risk and strengthen your position — based on what is checked and what remains open.

Seller — Honest Assessment

How the market sees this

Seller — Strategy

What are we going to do about it?

This does not guarantee an outcome. It gives you the best probability of reaching your goal — given what is real about this property and this market.

Session saved to Airtable
Use "Save session" in the bar above to save everything — risk inventory, mitigations, goals, and strategy — to the client record. Load it back on any device, or pull it into the Offer Analyzer when offers arrive.
Buyer

The first thing we think about is the day you sell it.

Most buyers think about moving in. Jane and I think about moving out — because what you buy today is what you will disclose, price, and market to a future buyer.

Buyer — Client Intake

Who are you and what are you looking for?

This becomes the foundation of every conversation — about the market, about specific properties, and about offers.

Client
Search criteria
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Priorities
Financing
Financial model — key inputs

What does this actually cost? This goes in the output so the client sees the full picture, not just the purchase price.

Timeline
Buyer — Market and Property Overview

What are we looking at — and what is the market doing?

Before we evaluate the property, understand the environment you are buying into.

Market context
Select a district to load market data.
Who else is in this market at this price
Select district to load buyer pool data.
Buyer — Risk Inventory

What does this transaction require you to understand?

Check everything that applies. Select all actions you are taking for each item.

Buyer — Honest Assessment

What are you actually buying?

Buyer — Your Position

What can you realistically put on the table?

Offer Evaluation

How does this offer land?

"Remember when we first met? This is what we discussed. Now we have an offer — and this is where it is landing."