
Navigating a shared appreciation agreement, a complex escrow, and a financing threat to get homeowners to the closing table on their own terms.

The homeowners had lived in their Manhattan Beach home for many years and weren't entirely sure they were ready to sell. Their situation came with real complexity: years earlier, they had entered into a shared appreciation agreement, a financing arrangement in which a company provided them capital in exchange for 70% of the equity gained when the home eventually sold. Before any sale could move forward, that company required multiple conditions to be met and several appraisals to be completed — a process that added significant time, paperwork, and uncertainty to an already sensitive situation.
Beyond the financial structure, the sellers simply needed the right terms. They weren't in a position to sell under standard timelines and conditions. Any offer that didn't account for their specific circumstances wasn't really an offer at all.

We brought this opportunity to market quietly, reaching out through our network rather than listing it publicly. Finding the right buyer wasn't just about price, it was about finding someone who could work within a flexible, patient structure that gave the sellers the time and space they needed.
Once we had a buyer, we crafted the offer carefully, building in terms that addressed the sellers' timeline and provided the flexibility required given the shared appreciation conditions still being worked through. Over the course of several months, we worked directly with the sellers and all parties involved to satisfy the lender's requirements and keep the transaction moving.
Throughout, we worked closely with the sellers on disclosures and inspections, making sure they understood every document they were signing and that logistics were handled without adding to the stress of an already complicated process.

The home closed at $1,890,000, off-market, with terms structured entirely around the sellers' needs. The sellers walked away with more than they expected and remained in the home after closing while getting set up for their next move, without being rushed. A transaction that began more than a year before closing required patience, persistence, and the ability to navigate situations that would have derailed a less experienced team.




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