Institutional Asset
Direct Booking

Schedule Underwriting

Coordinate a private session to review your asset and determine the optimal exit structure.

National

James Greene

Equity Carry Consultant

"James Greene is a seasoned restoration estimator and project manager based in Ohio, specializing in insurance claims, code-compliant construction, and structured real estate solutions. As the owner of Terra Firma Construction, Real Estate and Property Management LLC, James has built a reputation for precision, integrity, and results-driven leadership across residential and commercial projects. His expertise spans roofing systems, structural rebuilds, and compliance management—skills that translate seamlessly into the strategic, detail-oriented world of equity carry. With deep experience in evaluating property value, managing risk, and aligning stakeholder interests, James brings a unique perspective to promoting the Equity Carry Method. His ability to bridge technical execution with financial insight allows him to articulate complex value structures in clear, actionable terms. Whether guiding investors, homeowners, or partners, he emphasizes transparency, long-term growth, and equitable outcomes. James’s entrepreneurial mindset and mastery of project workflows make him an ideal advocate for structured exit strategies. He understands how disciplined planning and data-driven decision-making can unlock hidden equity and create sustainable wealth. Grounded in field experience and fortified by a commitment to fairness and innovation, James exemplifies the practical leadership and credibility that drive the Equity Carry Method forward."

The Framework

The Equity Carry
Method.

Unlike traditional listings that leave money on the table, our method structures acquisitions to maximize immediate liquidity while preserving long-term asset value.

Proprietary ECG Framework
Institutional-Grade Underwriting
Seller-Centric Structures
Defined Execution Timelines
Underwriting
Value Optimization85% Capture

"We optimize for the exit, ensuring every point of equity is accounted for in the final structure."

Proven Execution.

Our institutional process ensures a seamless transition from initial consultation to final close.

1

Initial Consultation

Review property goals and current asset performance.

2

ECG Underwriting

Applying the Equity Carry Method to determine the best structure.

3

Custom Proposal

Reviewing terms that align with your specific liquidity needs.

4

Professional Closing

Managed execution through our network of title and legal pros.

Framework Q&A

Institutional insights on the Equity Carry Method.

Why is there no recorded second lien or deed of trust?
In this structure, you are not acting as a lender. There is no promissory note, no guaranteed repayment obligation, and no loan being created. Instead, you are receiving preferred equity ownership in the entity that acquires the property. Liens protect loans. Equity is protected through ownership rights, governance provisions, and priority economics — not foreclosure.
Why does title transfer before I receive all of my value?
Title transfer allows the property to operate normally, be insured properly, and qualify for institutional or DSCR financing. That said, control is not based on title alone. Your protections are built into the operating agreement and include consent rights, restricted actions, and default provisions that govern how the property can be operated, financed, or sold.
Why are there no payments during the initial period?
In some cases, the initial period allows time for stabilization, operational transition, and financing alignment. Making payments before the property is fully stabilized increases risk rather than reducing it. Your equity position is designed to benefit from value creation rather than early cash extraction. This is not deferred debt.
What happens if the buyer defaults?
This structure does not rely on litigation or court enforcement. Instead, default events trigger automatic governance changes, including shifts in control and economic priority as outlined in the operating agreement. These protections are contractual and do not require foreclosure proceedings.
Is “Stage 2” optional or dependent on buyer discretion?
No. All stages of the transaction are defined upfront, including timelines, conditions, and consequences. Nothing in the structure relies on informal promises or future renegotiation. What happens later is determined by what is agreed to now.
Who controls the LLC and day-to-day operations?
The buyer is responsible for day-to-day operations. However, capital decisions — such as additional debt, refinancing, or sale — are subject to defined restrictions and approval rights. Operational control does not mean unrestricted authority.
Why is the earnest money lower than in a traditional contract?
Earnest money is only one measure of commitment. This structure also requires lender underwriting, entity formation, third-party costs, operational onboarding, and reputational risk. Our commitment is demonstrated through execution, not just a deposit.
Are there tax benefits I should expect from this structure?
Tax treatment varies by individual circumstances. We do not provide tax advice or make assumptions about your personal tax situation. Your CPA should determine how this structure impacts you. Our role is to provide flexibility and options, not guarantees.
Why doesn’t this look like a traditional seller-financed deal?
Traditional seller financing creates debt. This structure removes seller debt entirely and replaces it with equity participation. Equity and debt are protected differently, and this structure is designed to align incentives rather than create repayment pressure.
This seems more complex than a standard sale — why?
Commercial real estate transactions often include preferred equity, capital waterfalls, governance provisions, and layered protections. The goal is not complexity for its own sake, but precision — so everyone understands their rights, protections, and outcomes in advance.
Does the Equity Carry Method remove the protection of a 2nd lien?
The Equity Carry Method does not remove protection — it changes the type of protection. Instead of being a lender waiting to be repaid, you become an equity partner with defined rights, protections, and participation in the upside of the asset.