All journeys
Loan Maturity Owner
Owner with a loan to plan around. General framing of refinancing, selling and recapitalizing, with every decision handed to the owner's lender and advisors.
RelationshipsOwner8 emails · quarterly
Who it's for
Owners of relationships property facing a decision on their financing.
A taste of the writing
“Each of the three paths trades away something different, and seeing that clearly makes the choice simpler.”
“Before picking a path, I'd sit with a handful of questions, earlier than feels necessary.”
- Day 1Welcomes them to your network and says how you can help.Story
- Day 5A light, friendly note with a fun fact about relationships.StoryFun fact
- Day 14Compares a refinance, a sale or new capital by what each costs them.Story
- Day 28Questions about goals, loan limits and sale value worth asking early.Story
- Day 45Why lenders and buyers look at income and leases the same way.Story
- Day 60Shows how payoff, prepayment and selling costs shrink what they net.Story
- Day 75Spells out the control and income they give up when bringing in partners.Story
- Day 90Getting records and leases in order early, whatever path they pick.Story
- Then every quarterA fresh note every quarter, for as long as they stay on the journey.Story