Single-Family Homes and Condominiums
833PROBAID® specializes in probate, trust and conservatorship matters, with capabilities extending beyond court-supervised and fiduciary transactions.
We handle traditional residential and commercial real estate as well
as complex transactions involving businesses, ownership interests and
other assets requiring valuation, sale or liquidation.
Whether the client is an executor, trustee, conservator, receiver,
attorney, business owner, investor, partnership, corporation or an
ordinary property owner, the same principle applies: if an asset needs
to be valued, marketed,
SOLD
or liquidated, we assemble the appropriate professionals and
transaction structure to get it handled.
Whether the administration involves a single-family residence,
multifamily property, apartment building, shopping center, office
building, industrial property, hospitality property, investment
property, commercial land, or other real estate,
833PROBAID®
can handle the real estate transaction.
When a property or transaction becomes sufficiently large,
specialized, or complex to require additional commercial expertise,
833PROBAID®
can bring the appropriate specialized valuation, commercial, business
brokerage, or other qualified professionals—and, when applicable,
their brokerages — into the transaction alongside us.
And when an estate, trust, or conservatorship contains assets beyond
conventional real estate, the appropriate specialized professionals
can provide expertise involving businesses, ownership interests,
equipment, machinery, intangible assets, and other complex
holdings.
ONE POINT OF CONTACT • ONE COORDINATED STRATEGY • THE RIGHT EXPERTISE WHEN THE MATTER REQUIRES MORE
RESIDENTIAL & COMMERCIAL REAL ESTATE
833PROBAID® handles residential and commercial real estate in probate, trust, conservatorship, court-supervised, and traditional transactions, including:
Duplexes, Triplexes and Multifamily Properties
Apartment Buildings
Shopping Centers and Retail Properties
Office and Medical Buildings
Industrial and Warehouse Properties
Mixed-Use Developments
Hospitality and Specialized Commercial Properties
Income-Producing and Investment Properties
Residential and Commercial Land
Commercial real estate does not automatically mean the transaction gets handed off.
When the property and transaction are within the applicable real estate scope, 833PROBAID® can handle the transaction directly.
When the size, complexity, location, asset type, valuation requirements, or other circumstances call for deeper commercial expertise, the appropriate specialized professionals and, when applicable, their brokerages may be brought into the transaction alongside 833PROBAID® under the appropriate brokerage structure.
The objective is not to send the client, fiduciary, or referring
professional somewhere else. The objective is to expand the team
when the transaction requires it.
Through appropriately licensed participating real estate
professionals and brokerages, this coordinated approach can extend
to transactions throughout the United States, subject to the
requirements of the particular jurisdiction and transaction.
WHEN THE ESTATE HAS MORE THAN REAL ESTATE
A probate estate, trust, or conservatorship may begin with a house
and later reveal substantially more.
There may be another residence. An apartment building. A shopping center. An operating business. Equipment and machinery. An ownership interest in an LLC or partnership. A minority interest in a privately held company. Intellectual property. Or another valuable asset that the fiduciary and legal counsel determine should be retained, transferred, SOLD, or liquidated.
Whether the administration is solvent or insolvent, the decision concerning what should be retained or SOLD remains with the fiduciary and legal counsel.
When the decision is made to sell or liquidate, 833PROBAID® can help execute the strategy.
For conventional real estate,
833PROBAID®
can handle the transaction directly.
For substantial or specialized real estate requiring
additional expertise, the appropriate specialized
professionals and, when applicable, their brokerages may
participate in the transaction alongside
833PROBAID®.
For businesses, ownership interests, equipment, machinery,
intangible assets, and other complex holdings, 833PROBAID®
can coordinate the appropriate qualified professionals to
provide the additional valuation, business brokerage,
commercial, or disposition expertise required.
The same coordinated approach is also available outside probate,
trust, and conservatorship matters when traditional clients,
businesses, investors, partnerships, corporations, receivers, or
property owners have comparable assets requiring valuation, sale,
or liquidation.
ONE POINT OF CONTACT. BROAD PROFESSIONAL CAPABILITIES.
Rather than requiring the client to start over every time a
different type of complex asset is discovered,
833PROBAID® has access to a network of specialized valuation, commercial,
business brokerage, and other qualified professionals whose
capabilities can be matched to the asset, location, and
transaction.
Those capabilities may include:
Closely Held and Family-Owned Businesses
Business valuation and business-sale expertise involving privately held and operating companies
Business valuation and business-sale expertise involving privately held and operating companies
LLCs, Partnerships and Corporate Interests
Analysis and valuation of privately held ownership interests
Analysis and valuation of privately held ownership interests
Minority and Fractional Interests
Valuation of partial ownership positions where control, marketability, and ownership structure may affect value
Valuation of partial ownership positions where control, marketability, and ownership structure may affect value
Equipment, Machinery, Vehicles and Inventory
Specialized valuation and disposition expertise involving tangible operating assets
Specialized valuation and disposition expertise involving tangible operating assets
Intellectual Property and Intangible Assets
Specialized valuation of non-physical business assets
Specialized valuation of non-physical business assets
Specialized Equity and Ownership Interests
Complex privately held financial and ownership positions
Complex privately held financial and ownership positions
Commercial and Specialized Real Estate
Sophisticated commercial valuation, brokerage, and disposition expertise
Sophisticated commercial valuation, brokerage, and disposition expertise
Estate, Tax and Litigation Valuation Support
Specialized valuation assignments when qualified or defensible values are required for administration, tax-related purposes, estate planning, litigation, ownership disputes, or other professional uses
Specialized valuation assignments when qualified or defensible values are required for administration, tax-related purposes, estate planning, litigation, ownership disputes, or other professional uses
These capabilities are provided through the appropriate qualified
professionals selected for the particular asset and transaction.
Depending on the matter, one professional may provide multiple
applicable capabilities, or
833PROBAID®
may coordinate additional specialists when different expertise,
licensing, location, or transaction requirements call for it.
VALUATION ONLY VS. VALUATION + SALE OR LIQUIDATION
The distinction is straightforward.
VALUATION OR SPECIALIZED SERVICE ONLY
If the client, fiduciary, receiver, business owner, investor, or legal counsel needs a business, commercial property, equipment, ownership interest, intangible asset, or other complex holding professionally valued — but there is no present decision to sell or liquidate it — 833PROBAID® can connect the client with an appropriate qualified professional.
The client, fiduciary, or legal counsel then engages that
professional separately under the professional's own agreement
and fee arrangement.
That is a separate professional engagement.
833PROBAID® does not become part of the valuation engagement simply because we made the introduction.
VALUATION + SALE OR LIQUIDATION
If that asset requires specialized valuation or analysis and will also be marketed, SOLD, or liquidated, the structure changes.
The appropriate qualified professional can provide the
applicable valuation or specialized expertise, and that
professional and/or an appropriately licensed participating
brokerage, when applicable, may participate in the disposition
transaction alongside
833PROBAID®.
This allows the specialized analysis, valuation, positioning,
marketing, brokerage, and disposition strategy to work
together as part of the transaction rather than forcing the
client to assemble a new team after the valuation is
completed.
Depending on the asset and transaction, this could involve a substantial apartment building, specialized commercial property, operating business, LLC or partnership interest, minority ownership position, equipment, machinery, or another complex asset being SOLD or liquidated.
If only the specialized service is needed, the appropriate
professional is separately engaged. If the asset also needs to be
SOLD or liquidated,
833PROBAID® can coordinate the appropriate professionals and, when
applicable, participating brokerages as part of the broader
disposition transaction.
EXPERIENCE BEYOND ORDINARY BROKERAGE
The professional network available through 833PROBAID® brings experience extending beyond conventional residential or commercial brokerage.
Depending on the matter, participating professionals may bring
experience in business valuation, commercial brokerage, business
brokerage, asset disposition, equipment and machinery valuation,
litigation support, and other specialized disciplines.
Participating professionals may also include individuals with
experience serving as a court-appointed partition referee,
providing additional experience involving sophisticated real
property, fractional and disputed ownership, valuation, and
court-related matters.
833PROBAID®
does not appoint partition referees, does not act as a partition
referee, and does not represent that any participating
professional will serve in that capacity in a particular matter. A
partition referee serves in that role only when appointed by the
court.
The significance is the depth of experience available when a
transaction or matter becomes substantially more complicated than
the sale of a residence.
ONE MATTER. ONE PLACE TO START.
A matter may begin with a house.
Then a commercial property is discovered.
Then an operating business.
Then equipment.
Then an ownership interest in an LLC.
The client should NOT have to start over every time another asset is identified.
833PROBAID® remains the central point of real estate coordination.
If the real estate transaction can be handled directly, we
handle it.
If the transaction requires additional sophisticated
commercial expertise, we bring that expertise into the
transaction.
If a complex asset requires only specialized valuation or
analysis, we connect the appropriate qualified
professional for a separate engagement.
If that complex asset requires specialized expertise and sale
or liquidation,
833PROBAID®
can coordinate the appropriate professionals and, when
applicable, participating brokerages to work alongside us in
the transaction.
In probate, trust, conservatorship, and other fiduciary or
court-supervised matters, the fiduciary makes the fiduciary
decisions.
Legal counsel handles the legal administration.
Each professional performs services within the applicable
professional scope.
833PROBAID® keeps the real estate strategy moving forward as the matter
expands.
For traditional residential, commercial, business, and
complex-asset transactions outside court supervision, the same
coordinated model allows the client to start with 833PROBAID® and bring in additional expertise when the transaction requires
it.
START WITH ONE CALL.
One matter can involve more than one type of asset.
Whether it includes residential or commercial real estate,
multiple properties, a business, equipment, an ownership
interest, or other complex assets, 833PROBAID® gives you one place to start.
Whether the matter is fiduciary, court-supervised,
receivership-related, or a traditional private
transaction, 833PROBAID® can coordinate the real estate and appropriate specialized
resources based on the asset, location, and transaction.
IMPORTANT PROFESSIONAL SCOPE
833PROBAID® is a specialized real estate resource and professional
network with particular expertise in probate, trust,
conservatorship, fiduciary, and court-supervised matters, while
also serving traditional residential, commercial, and
complex-asset transactions.
Real Estate Brokerage
Real estate brokerage services are performed through the appropriately licensed real estate professionals and brokerages participating in the transaction.
Real estate brokerage services are performed through the appropriately licensed real estate professionals and brokerages participating in the transaction.
Services Not Provided by 833PROBAID®
833PROBAID® does not itself provide business valuations, equipment valuations, securities valuations, intellectual property valuations, tax valuations, legal services, or court-appointed referee services.
833PROBAID® does not itself provide business valuations, equipment valuations, securities valuations, intellectual property valuations, tax valuations, legal services, or court-appointed referee services.
Specialized Professional Services
Specialized valuation, appraisal, business brokerage, equipment appraisal, and related specialized services are performed by the appropriately qualified professional engaged for those purposes.
Specialized valuation, appraisal, business brokerage, equipment appraisal, and related specialized services are performed by the appropriately qualified professional engaged for those purposes.
Separate Engagements
When specialized services are required without a sale or liquidation, the client, fiduciary, receiver, business owner, investor, or legal counsel may separately engage an appropriate specialized professional under that professional's own agreement and fee arrangement.
When specialized services are required without a sale or liquidation, the client, fiduciary, receiver, business owner, investor, or legal counsel may separately engage an appropriate specialized professional under that professional's own agreement and fee arrangement.
Sale or Liquidation
When a specialized professional or participating brokerage works with 833PROBAID® in a sale or liquidation, the applicable brokerage relationships, agreements, disclosures, compensation arrangements, responsibilities, and consents will be established as required for the particular transaction.
When a specialized professional or participating brokerage works with 833PROBAID® in a sale or liquidation, the applicable brokerage relationships, agreements, disclosures, compensation arrangements, responsibilities, and consents will be established as required for the particular transaction.
Other Professional Services
Legal, tax, fiduciary, court-appointed, and other professional services remain with the appropriately qualified professionals responsible for those respective areas.
Legal, tax, fiduciary, court-appointed, and other professional services remain with the appropriately qualified professionals responsible for those respective areas.
Third-Party Professionals
The selection and engagement of any third-party professional remains solely the responsibility of the client.
The selection and engagement of any third-party professional remains solely the responsibility of the client.
Services involving assets or transactions outside the
jurisdiction of a particular participating professional are
coordinated through appropriately licensed or otherwise
qualified professionals and brokerages as required by
applicable law and the particular transaction.
Please review our Terms of Service and Disclosures.
