Case Study 3  -  Helped Her Children Buy a Home

Client: 70 year old woman
Home Value: $550,000, no mortgage debt
EquityKey Participation Rate: 50%
Investment Fee recieved: $80,000

The last decade saw a significant increase in home prices. Consequently, Miriam’s daughter and son-in-law were struggling to amass a large enough down payment to buy their first home. Instead of waiting until she was gone to share her estate with her children, Miriam decided to let EquityKey help, today.

After qualifying for the EquityKey program, she received $80,000 of debt-free cash in exchange for 50% of the future appreciation of her home. This $80,000 allowed her children to put 20% down on a darling townhome, large enough for them and her grandchild on the way. The home even has a guest room for her when she visits!

She was able to create a new generation of homeownership in her family without creating debt and placing a burden on her cash flow or selling her nest egg. In addition, she was relieved to know that she would still be leaving her heirs the $550,000 in home equity that she had worked so hard to build…and 50% of any appreciation!

The EquityKey solution allowed her to financially provide for her children.

 *This is a hypothetical example only.  Nothing in this example is intended to provide financial, tax or other estate planning advice.  Please contact your financial, tax or other advisor concerning your options and what may be best suitable for you