Printable
Have / Want worksheet.
Every position at GEMS is presented the same way: what you have, what it does for you today, and what you'd rather have. Fill this in before your session — it's the whole pitch.
GEMS · Greenville Equity Marketing Sessions
Have / Want
Your name
Phone / email
I have
What it is (property, cash, note, 1031 funds…)
Where
Value
Debt / equity
Income it makes today
What it costs you to keep
What's true about it that a buyer would want to know
I want
Circle any that apply — then say it in a sentence.
- Cash out
- Tax deferral
- Monthly income
- Less management
- Higher yield
- Partner
- Upside
- Safety
- Leverage
- Write-offs
In one sentence: what would make this a good trade for you?
What would you add (cash, a note, another property) to make it work?
Deadline, if there is one
GEMS meets the first Thursday of every month, 9 AM, at Trailblazer Brokerage, 3795 E North St, Greenville · gemsrei.com