CASE STUDYTemplate

Case Study: 2–4 Unit Control (Lease Option)

Structure-first breakdown for operators transitioning into small multifamily control.

Deal Snapshot

•Asset Type: [2–4 Unit Multifamily]
•Market: [City, State]
•Objective: Control + cash flow stabilization
•Strategy: Lease Option / Seller-aligned structure
•Timeline Window: [12–24 Months]
•Primary Constraint: [Seller time / repairs / management fatigue]

Initial Situation

This opportunity was designed as a Level I Control Model™ move—small multifamily control that builds operational competence and negotiation strength without overexposure.

•Occupancy: [X%]
•Rents: [below/market]
•Repairs: [light/moderate]
•Seller objective: [relief / stability / timing]

Structure (Terms Overview)

•Agreement Type: Lease Option
•Term: [X months]
•Monthly payment: [$X]
•Option consideration: [$X] (if applicable)
•Purchase price / formula: [$X or formula]
•Repair responsibilities: [Operator/Seller split]
•Rent collection & management: [Operator]
•Extension rights: [Yes/No — describe]
•Exit plan: [Exercise / assign / refinance / sell]

Risk Controls

•Tenant screening standards: [Rule]
•Repair reserve policy: [Rule]
•Rent collection system: [Rule]
•Insurance verification: [Rule]
•Legal review: [Rule]

Stabilization Plan

0–30 Days

•[steps]

30–90 Days

•[steps]

90–180 Days

•[steps]

Measured Results (Illustrative)

•Occupancy: [X% → Y%]
•Cash flow: [$X/month]
•Repair completion: [key items]
•Exit decision: [path chosen]

Why This Structure Worked

•Small multifamily control built competence
•Terms aligned with seller constraint
•Risk controls prevented overexposure
•Clear upgrade path into 5–20 unit control

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