509 Real Estate Planning
509 can give you confidence in Real Estate ownership!
You may be a first time home buyer, a multi-property investor or a recent empty nester. Creating a comprehensive real estate plan is important at all levels.
REAL ESTATE PLANNING IS WHAT TIES ALL OF THE 509 PROCESSES TOGETHER
Information is Key! At 509, we start by learning as much about your home as possible. Our process starts with a discovery call where we learn about your vision and goals for your home. Next, we complete a whole home inventory by documenting every aspect of your home.

DEEP DIVE INTO YOUR HOME AND OWNERSHIP POSITION
We use data driven analytics to ensure that we are helping you capitalize on every aspect of your property. We will provide you with an in- depth report about your home, the demographics, the school system, crime rates, comparable home sales in the area, businesses nearby, and many many more aspects about your neighborhood and property that directly impact the value. We can advise you regarding when it is time to hold, buy, sell, flip or rent your property. We will use this data to help make a plan with you regarding your property.
