03/19/2026
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Just closed on a complex off-market acquisition in Waltham that required a lot more than simply agreeing on a purchase price.
I represented the buyers on this transaction while also working directly with the seller to structure a deal that made sense on both sides. The property had been condo-converted, so this was actually two separate purchases at $900K each โ $1.8M total โ giving my clients full control of the entire building while still maintaining the flexibility that comes with condo ownership.
The building is already operating as a successful short-term rental, but the real value in this deal was the optionality we were able to create.
Because the units are separately deeded, my clients now have multiple paths forward:
โข operate both as income-producing STR units
โข sell one unit in the future and keep the other
โข complete a 1031 exchange if they want to redeploy capital
โข refinance after stabilization
โข hold long-term for appreciation and cash flow
This is exactly the type of acquisition that can make sense for W2 earners who want to diversify outside of salary, retirement accounts, and the stock market. Real estate, when structured properly, allows you to control a large asset, generate income, and create long-term tax advantages at the same time.
This deal involved appraisal hurdles, existing booking revenue, post-closing consulting terms, and a transition plan for the rental business itself. Getting it done required negotiation, creativity, and a clear strategy from the beginning.
These are the transactions I enjoy the most โ helping clients look at real estate not just as a purchase, but as part of a bigger wealth-building plan.
If youโre thinking about getting into investment property, especially as a W2 earner, there are often more ways to structure a deal than most people realize.
