Mark eliminated the hassles of rental property ownership, and secured a higher monthly income without losing his net worth to taxes.
Mark, a long-term property owner, handled all of his ownership responsibilities without the help of a property manager. Over time, the need for repairs was more frequent and his cash flow was declining. If things didn’t change, he would be forced out of retirement.
He considered selling through a real estate agent and finding a more stable source of cash flow. The problem was, a sale would trigger a high tax bill that would lower his sale proceeds, which meant he would have less to reinvest in another income-generating asset.
He needed a tax-friendly solution and recurring income. And he wanted his income to keep up with inflation and be as passive as possible.
No tax bill. With a lease, no sales-related taxes or costs were due.
Long-term passive monthly income. A 20-year term with Flexible gave Mark excellent cash flow while covering most of the “typical” landlord expenses.
Eliminate ownership hassles. Flexible assumed responsibility for all vacancy, maintenance, and property management.
The extra twist: Flexible added periodic rental increases so Mark’s income was inflation-protected.
Mark got what he wanted—and stopped worrying about running out of money, returning to his day job, or jeopardizing his retirement.
“It really was that easy.” - Mark S.
Mark initially thought Flexible might be a good backup option. He got an offer, compared it against alternatives, and we jumped to the front of the line.