Sales relationships
Stay connected when clients decide to sell.
We write your right of first refusal into the agreement, giving you the first opportunity to secure the sales listing if a client decides to sell.
Local owners. Lasting partnerships. / DC metro
We share our story
in hopes to learn
more about yours.
You've built a book of rental relationships. If managing those properties is taking time away from your sales business, we'd welcome a conversation about buying your property management book while keeping you connected to what comes next.
20+ yearsA family-owned team, rooted in the DMV.
Your sales connectionA written right of first refusal if a client decides to sell.
1% annual residualBased on annual rent received, under the agreed terms.
A new chapter for your book.
A continuing connection for you.
We offer to acquire your property management agreements so you can give more time to your sales business. Your clients get a dedicated management team, while your agreement includes a right of first refusal on future sales listings and an ongoing annual residual.
Ongoing value
Receive an annual residual.
In addition to the acquisition price, the offer includes an annual residual equal to 1% of annual rent received. We discuss the details directly with you.
Why consider us?
Your clients trust you for a reason. We understand the work that went into those relationships. Here are four things that shape how we work with you.
People who understand your work.
My brother and I founded our business more than 20 years ago. Our family and long-standing team are part of the daily work, built on respect, kindness and service.
See how we care for your clientsRooted in the DMV.
Staying here.
We're based in Washington DC and serve DC, Northern Virginia and Maryland communities. We're not a national firm looking for its next market.
See how we care for your clientsHard work.
Fast answers.
We pick up the phone, respond the same day and work hard. That's how we've grown, and it's how we'll treat your clients.
See how we care for your clientsA name.
Never a number.
Every property owner gets a personal call from our executive team explaining our services, how we operate and what to expect.
See how we care for your clientsA fair conversation
Two sides of the table.
One open conversation.
You bring the relationships you've built and the questions that matter. We bring a clear approach, direct answers and a willingness to listen.
01 / The value of your work
I've spent years building this book. I want to understand what it's worth.
Our commitment
We explain the numbers.
We review your revenue and relationships, explain our assumptions, and talk through the acquisition value directly with you.
02 / Your future sales
I want to stay connected when my rental clients decide to sell.
Our commitment
Your listing rights are written in.
Your agreement includes a right of first refusal on future sales listings. We discuss the terms together before you commit.
03 / Your client relationships
My clients trust me. The handoff needs to feel personal.
Our commitment
We make the introductions together.
You approve the client communications. Our executive team personally speaks with every owner joining our portfolio.
04 / Your pace
I need room to ask questions and decide whether this is right for me.
Our commitment
A conversation comes first.
You speak directly with the two owners. We listen to your priorities and agree on the next step together.
From hello to handoff
A calm, organized
and transparent process.
STEP 01
Tell us your story
Share a little about your rental business, the properties you manage and your goals.
STEP 02
Talk directly with us
We listen, introduce our team and discuss whether the partnership feels right.
STEP 03
Review the value and terms
We explain our valuation, payment structure, listing rights and residual.
STEP 04
Make the introductions
We plan the handoff together and personally introduce ourselves to your clients.
Good questions. Clear answers.
What agents ask us first.
Are you buying my entire real estate business?
The opportunity is to acquire your property management book of business. You can continue your sales business, with a written right of first refusal for future client sales listings under the agreement.
How does the annual residual work?
The proposed residual equals 1% of annual rent received, paid annually. We work through the specific terms with you as part of the offer.
What happens if a client wants to sell?
Your right of first refusal is written into the agreement. It gives you the first opportunity to secure that sales listing, subject to the agreed terms.
Will my inquiry stay confidential?
Absolutely. Your message comes straight to the two of us, never to a broker, call center or lead list. If the fit isn't right, that's fine. The conversation stays between us.
Do I need to be ready right away?
No. We can start by exploring your priorities, timing and questions. You don't need to gather all your financial information before saying hello.
What will my clients experience?
We agree on communications with you, provide direct access to our executive team and personally explain our services to every owner joining our portfolio.
01 / 06
A personal introduction
Let's talk about
what comes next.
Your message goes directly to the two owners. It stays confidential.
Who receives my message?
This isn't a lead form. Your message goes to exactly two people, the owners of our company, and it stays confidential. We also wrote every word of this site ourselves. No agency, broker or outside firm was involved. We don't name our company here so owners can explore privately. Once you reach out, we'll call you directly, introduce ourselves and suggest a simple next step.
The Transaction
Understand the value.
Keep the connection.
We believe in complete transparency throughout the entire process. Here's how we approach buying your property management book, including the payment structure, future sales opportunity and annual residual.
Talk through the termsFirst, we learn about your book.
Once we've spoken and both see a potential fit, we ask for the information below. This helps us understand the revenue and relationships you've built.
Financial picture
Financials, where available
Balance sheets, income statements and cash flow statements, going back up to five years where possible.
Portfolio picture
The properties and agreements
Client count, unit count, total rent roll, occupancy status and fee structure.
Geography
Locations without addresses
At the start, we ask for DC quadrants or Virginia and Maryland cities or counties, rather than individual property addresses.
Relationships
How long clients have been with you
The year each client relationship began helps us understand the book and its history.
A valuation you can discuss openly.
Typically two to three weeks to review.
After receiving the information, we typically assess it in two to three weeks and talk through our findings with you.
Revenue is the starting point.
The acquisition price is typically a multiple of annual revenue, depending on the specifics of your book.
We discuss retention assumptions.
We model anticipated client turnover over three years. Typical starting assumptions are 15% in year one, 10% in year two and 5% in year three. These vary by case and are part of our conversation.
From a shared understanding to an offer.
Review a letter of intent
If both of us see the right fit, we submit a letter of intent for your review and discussion.
Review the drafted offer
Once we agree on the letter of intent, we engage and pay an attorney to draft the offer for review.
A typical payment structure.
Each case has its own terms. Our usual starting structure is:
At ratification
50%
Paid when the offer is ratified.
After three months
25%
Paid after the first three months of good-faith transitional work.
At completion
25%
Paid after the transition is fully completed.
Your continuing stake in the relationship.
These two elements distinguish the agent partnership. We write the terms into the agreement and review them with you.
Future sales
Right of first refusal
If a client wishes to sell, you receive a right of first refusal to secure the sales listing, under the agreed terms.
Annual residual
1% of annual rent received
You receive an annual residual equal to 1% of the annual rent received. The relationship continues after the initial payment and handoff.
A personal introduction
Let's talk about
what comes next.
Your message goes directly to the two owners. It stays confidential.
Who receives my message?
This isn't a lead form. Your message goes to exactly two people, the owners of our company, and it stays confidential. We also wrote every word of this site ourselves. No agency, broker or outside firm was involved. We don't name our company here so owners can explore privately. Once you reach out, we'll call you directly, introduce ourselves and suggest a simple next step.
The Transition
Your clients deserve a thoughtful introduction.
A streamlined and cohesive team effort where organization, accessibility and strong communication reign supreme. We handle the transition with you so your clients understand who is looking after their properties.
Discuss your client handoffPlan together. Communicate clearly. Stay available.
Work directly with us
After ratification, you plan the transition details with the owners of our company.
Approve the communications
We craft multiple client messages about the acquisition. All parties approve them before they are sent.
Give clients access
We provide scheduling links with seven-day availability for clients to book a call with our executive team during this phase.
Make personal introductions
We speak directly with each property owner to explain our services and next steps, and answer their questions.
A checklist for the practical details.
We provide a transition checklist and coordinate the handoff with you. Clear responsibilities help keep the details organized and the client experience steady.
- Assignment of property management agreements
- Client contact information
- Property details and occupancy status
- Preferred contractors and service agreements
- Ledgers, prepayments and delinquency
- Security deposits
- Property business licenses
- Lease agreements
- Tenant contact information
- Keys and access details
Good people and strong relationships matter.
If you work with staff or contractors, we discuss those relationships as part of the transition. Anyone who wishes to remain will meet directly with our executive team.
We make every effort to retain good people. Individual roles and arrangements are reviewed together; continued employment or contractor engagement isn't guaranteed.
The handoff is not goodbye.
We will always be accessible to you. Transferring your management book does not mean being shut off after the last acquisition payment.
Your sales listing rights and annual residual keep our businesses connected. You've built valuable relationships, and we want you to feel welcomed as that partnership continues.
Review the partnership termsA personal introduction
Let's talk about
what comes next.
Your message goes directly to the two owners. It stays confidential.
Who receives my message?
This isn't a lead form. Your message goes to exactly two people, the owners of our company, and it stays confidential. We also wrote every word of this site ourselves. No agency, broker or outside firm was involved. We don't name our company here so owners can explore privately. Once you reach out, we'll call you directly, introduce ourselves and suggest a simple next step.
A personal introduction
Let's talk about
what comes next.
Your message goes directly to the two owners. It stays confidential.
Who receives my message?
This isn't a lead form. Your message goes to exactly two people, the owners of our company, and it stays confidential. We also wrote every word of this site ourselves. No agency, broker or outside firm was involved. We don't name our company here so owners can explore privately. Once you reach out, we'll call you directly, introduce ourselves and suggest a simple next step.
What happens after you reach out?
We'll introduce ourselves
One of us will contact you directly, share more about our company and arrange a time that works for you.
We listen and explore the fit
We'll discuss your book, your goals and your questions about listing rights, residuals and the handoff. Together, we'll decide on a useful next step.