Summit REI

Free checklist

Before You Sign: The Creative Deal Checklist.

The questions to settle before you close a seller carryback, a double close, or a park deal. A checklist, not a course: short, specific, and built to be used on a live deal.

Get the checklist

What is inside.

About ten pages, with one diagram per deal type. Each deal type gets the same five parts: how it works, who it suits, the questions to settle before closing, the documents usually involved, and the red flags.

  1. Seller carryback

    The five levers and how they trade against each other, servicing, the documents usually involved, and the balloon questions to answer before you sign.

  2. Double close

    The A to B and B to C sequence, how it differs from an assignment, what title and escrow will ask, and what has to be ready before the first closing.

  3. RV and mobile home parks

    Utilities, permits, occupancy, park-owned versus tenant-owned homes, and how seller terms fit into park diligence.

  4. Before a deal review

    What to have ready: the contract, the proposed terms, the timeline, and the open questions.

Who it is for.

Creative investors with a deal under contract or close to it, and investors stepping into larger or niche deals for the first time.

You get
  • The what and the why of each structure, in plain language
  • The questions to settle before closing
  • The red flags to raise with your attorney and title company
It does not include
  • Terms or sequencing for your specific deal. That is what a deal review is for.
  • Legal, tax, or financial advice
Get the checklist

Available on request.

The checklist is available on request through the form. Summit REI follows up from hello@summit-rei.com. Texts only if you add a mobile number and check the optional box below.

About you

Your deal

The text message box is optional. You can submit with email only, no phone needed.

Thanks, we'll be in touch.

Summit REI follows up by email from [email protected]. If you added a mobile number and checked the text box, you may also get a text from Summit REI about your request. Reply STOP at any time to cancel, or HELP for help.

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.