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Buy or Sell With a Real Estate Strategist, Not a Salesperson.

Buying or selling property can be one of the most exciting times in your life...and a decision-making process that will have big financial consequences.

We work closely with our clients during these moments to balance liquidity and leverage, consider tax and estate planning opportunities, and cooperate with other financial professionals to pursue successful outcomes for now and the future.

With over 21 years working in Real Estate, including 15 years structuring complex mortgage financing, Jackie is the go-to strategist for clients who value a holistic, strategic approach to a property purchase or sale.

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Jackie Cuneo, real estate strategist

Guiding clients through real estate transactions since 2005. Over $500M of properties sold and financed.

Purchase or List Property, Specialty Mortgage Options

Solutions for Buyers and Sellers

Buyer Representation

Ready to purchase a property?

  • residential properties

  • condominiums

  • vacation rentals

  • investment properties

  • rental properties

  • 1031 exchange purchases

When representing our buyer clients, we can advise on financing strategies, even for clients initially purchasing with cash.

Seller Representation

Ready to sell a property?

  • residential properties

  • condominiums

  • vacation rentals

  • investment properties

  • rental properties

  • 1031 exchange purchases
  • Inherited properties

  • Trust and probate sales

We can assist with planning, property preparation, negotiation, and preparing your next move.

Selling an investment property? If you are contemplating a 1031 exchange, let's discuss your timeline, and whether a forward or reverse exchange could be the best strategy for you. 

Selling inherited property? Probate and trust sales come with especially complex timelines and legal hurdles, and these sales are often made even more challenging with the emotional weight attached to the property. 

Mortgage Financing

Approved with a bank or other lender but seeking alternatives? 

  • Jumbo and Super Jumbo Loans

  • Conventional Loans

  • Bank Statement Loans

  • 1099 Loans

  • Asset Depletion Loans

  • Bridge Loans
  • Delayed Financing
  • Qualify with no tax returns 

Our specialty mortgage products may provide clients with access to larger loan amounts, lower documentation requirements, and a much higher degree of privacy than traditional bank or credit union financing.

For business owners and high net worth clients, these features may offer higher loan amounts, speed, and far more flexibility than traditional products. 

  • No tax returns required

  • Hold title in an LLC, partnership, or trust, even on primary residences

  • Qualify with:
    assets only (each $1M = $16k of qualifying income)

  • 1099 only (90% of 1099 income used)

  • 12 months of deposits to business bank account (up to 80% of deposits = qualifying income)

  • W2 income, social security, pensions, annuities and multiple other sources of income can be combined to qualify, all with no tax returns required.

  • Most products can be used after a cash purchase, to recoup equity or pay off short term financing

 

Two colleages discussing ideas using a tablet computer

Expert Guidance For Buyers and Sellers

Is it better to liquidate assets and pay cash, or use a bridge loan to avoid a tax event?

How do I plan and negotiate a sale and purchase for a successful 1031 transaction?

Should I keep my existing house or turn it into a rental property?

Our years of experience can help you navigate these complex decisions, in collaboration with your financial team.

House on the boardwalk and the shore of the Chesapeake Bay, in North Beach, Maryland.

Tailored Financing for Unique Income Profiles

Whether you're self-employed, an entrepreneur, or have complex income streams, we specialize in creative qualification strategies. Our expertise helps high net worth clients secure financing without traditional income documentation.

External view of a contemporary house modern villa at sunset

Finance Your Purchase, Leverage Existing Equity

  • Bridge Loans

  • Cross Collateral Loans

  • Delayed Purchase Loans

  • Jumbo and Super Jumbo Loans

  • rental properties

  • 1031 exchange purchases

Qualify multiple ways, many of which will unlock higher loan amounts and higher privacy than traditional loan options. Our specialized mortgage solutions help you move quickly, compete with cash offers, and structure deals strategically.

Already approved with another lender? No problem.
We collaborate with the mortgage professional you prefer, while offering alternatives when needed.