Engagements

Named offers. Written deliverables.

Every engagement starts with your deal and ends with a document your attorney and title company can work from.

Request a deal review

Pick the review that fits the deal.

Each review is scoped to the deal in front of you. Pricing is shared after a short intro call.

Seller carryback

Carryback Deal Review

For an investor negotiating, or under contract on, a seller carryback deal.

  • A 60 minute review of the terms and the paperwork
  • A written Deal Map: recommended terms, exit check, and document list
  • Questions to bring to your attorney
Format
Intake, call, written map with a fast turnaround
Price
Scoped per deal
Double close

Double Close Readiness Review

For an investor or wholesaler with both sides of a double close in motion.

  • A closing sequence map for A to B and B to C
  • A timeline with the slip risks marked
  • A title and escrow checklist
  • An end buyer readiness check
Format
Intake, call, written map
Price
Scoped per deal
RV, mobile home, and campground parks

Park Acquisition Review

For an investor evaluating an RV park, mobile home park, or campground.

  • A diligence walkthrough of the park
  • A red flag list: utilities, permits, occupancy, homes
  • Options for seller terms on the park
Format
Intake, document review, call, written summary
Price
Scoped per deal
Any of the three

Deal Partner

For any of the three deal types, from signed contract to closing.

  • Everything in the matching review
  • Check-ins through closing
  • A final pre-closing session
Format
Ongoing until closing
Price
Scoped per deal

The process.

The same four steps for every review.

Step one

Intake

You share the deal: contract, terms, timeline, and what is still open.

Step two

Deal review

A 60 minute working session on your deal.

Step three

Deal Map

Written terms, sequence, diligence, and open questions, delivered with a fast turnaround.

Step four

Before closing

A follow-up session before you sign.

Next step

Start with the deal.

Share the deal type, stage, size, and timing, and Summit REI will reply by email with the review that fits.

Consulting disclaimer

Summit REI provides consulting and education on creative real estate transactions. Summit REI is not a real estate brokerage and is not a law firm.

Nothing on this site is legal, tax, or financial advice. Information here is general and educational. Creative real estate transactions carry real risk, and you should consult a licensed attorney, tax professional, and other qualified advisors before acting on any structure discussed here.

Results vary. No outcome is promised or implied.