Case studies

Recent closings, real results

Every transaction has its own story. Here are three we're proud to tell — and the problems we solved along the way.

Case studies

A few transactions we are proud to have moved across the finish line.

Commercial • 12 units

A 12-unit commercial portfolio refinanced across three counties with tangled legacy liens and two payoff disputes.

14 days to close

Residential • First-time buyers

First-time buyers purchasing a 1940s Lakeview home with a driveway easement that crossed two neighboring parcels.

1 complex easement resolved

1031 Exchange • Like-kind

A like-kind exchange selling a Maple Street duplex and acquiring a larger income property in a neighboring county.

$210K tax deferred

Commercial • 12 units

Downtown Office Portfolio Refinance

The challenge: Three separate recorders, a 2007 judgment that was never released, and a lender demanding a single-day funding window.

The result: We cleared the stale judgment, secured same-day recordings in all three counties, and funded the refinance in 14 days.

14 days to close

Residential • First-time buyers

The challenge: An unrecorded oral easement that surfaced during examination and threatened to cancel the sale.

The result: Our examiner reconstructed the chain, the sellers' attorney documented the easement, and the family closed debt-free of surprises.

1 complex easement resolved

1031 Exchange • Like-kind

The challenge: A simultaneous-close structure with a 45-day identification deadline that fell during a holiday week.

The result: Both closings completed on the same day, the intermediary timeline held, and the investor deferred $210K in capital gains tax.

$210K tax deferred

Bring us the hard closings — the tangled titles, the tight deadlines, the exchanges that need to land on the same day.