The real estate decisions that belong before your term sheet
An exit realizes years of gain in a single tax year at the top rate. Most of the property planning that helps has to happen before the deal exists.
What the engagement covers
- Timeline audit. What could be signable within 24 months, and what that means for this year's decisions.
- Financing while it is clean. Mortgage qualification on W2 and company income, arranged before liquidity changes your profile.
- Sequenced purchases. Primary-home and investment purchases timed against the liquidity event: lock before, close after, deleverage when proceeds arrive.
- Coordination. The QSBS, trust, and charitable work your attorney and CPA are running has property inputs. I supply them.
- A standing off-market search. So post-exit deployment follows a plan rather than a deadline.
Written for the Kirkland, Mercer Island, and Seattle founder corridor, where I do this work in person.
This is not tax or legal advice. Aditya Kasturi is a licensed real estate broker, not a CPA, attorney, or financial advisor. Figures are illustrative, based on Washington and federal law as understood at the time of writing, and laws change. Confirm any strategy on this page with your CPA and, where relevant, your estate planning attorney before acting.
Common questions
What if the exit doesn't happen?
Then you own well-chosen property bought on strong financing, and the plan rolls forward. Nothing in the sequence depends on the deal closing; it only takes advantage if it does.
When is it too late to start?
Once a term sheet is signed, most of the tax-side options are gone and the property side is reduced to reacting. The useful window is the 18 months before.
Start with your numbers
Tell me where you are in the decision and I'll come back with real figures, not a pitch.
A term sheet possible within two years?
Book this quarter. The sequence needs the lead time.
Book a Tax-Impact Property Review