This comprehensive resource, curated by Mark Davis - Senior Real Estate Specialist(SRES®) certified professional - walks you through the complex stages of selling, decluttering, and finding your perfect next home.
Start the Conversation TodayMark Davis, Broker/Realtor® (SRES)
Realty ONE Group - Navigate | Senior Real Estate Specialist, Beaufort NC
Our training goes far beyond standard real estate practice. We understand the financial, emotional, and social impacts of this major life change.
Why use a Senior Real Estate Specialist (SRES®)? (Open Video)Trained to handle family discussions sensitively, ensuring communication remains positive and goal-oriented among all parties involved.
Knowledge of various senior housing options, from active adult communities to assisted living facilities, and how to evaluate them.
Understanding how Reverse Mortgages (HECMs) affect eligibility and sale proceeds, and coordinating with HECM counselors.
Access to Certified Senior Move Managers (NASMM) and estate liquidators to handle possessions ethically and efficiently.
🎧 Whiteboard Downsizing GuideBefore committing to a new area, an SRES specialist encourages buyers to visit during both peak and off-season to assess these critical year-round factors:
Will the weather be **too cold or hot** for year-round living, and how will it affect utility costs and outdoor activities?
Will **peak-season traffic congestion** be tolerable or disruptive when trying to access necessary services and daily routines?
Will essential **services and shopping facilities** (doctors, pharmacies, grocery stores) be readily available year-round, or only seasonally?
Will there always be **something interesting to do** or will the area shut down during the off-season, impacting social engagement?
Will **off-season road conditions** (snow, ice, rain, poor lighting) hinder access to your home or necessary errands?
Will **peak-season visitors** be too noisy, disruptive, or overwhelm local infrastructure during periods of high activity?
**SRES Insight:** We help you match the home to your **future lifestyle, income level, and savings** to ensure long-term affordability.
Selling a home has major implications. Ensure you understand the key tax, capital gains, and estate planning items before signing.
Understanding the **Capital Gains Exclusion** (IRS Section 121) is critical. If you owned and used the home as your primary residence for at least two out of the last five years, you may exclude up to:
*Crucial: As real estate professionals, we do not render legal, accounting, or tax advice. Always consult your CPA or financial advisor for personalized guidance.*
We respect and coordinate with your entire support team. We can manage the process when Power of Attorney (POA) or guardianship documents are involved, ensuring all legal requirements are met.
Maximize your selling price and minimize buyer objections by tackling safety and maintenance items now.
**SRES Insight:** We help you decide which items will generate a higher return on investment and which can be left for the buyer.
A comprehensive, list of local services supporting the Crystal Coast, NC senior community.
Certified NASMM Partners
Packing, organizing, space planning, and resettlement. *Crucial for a low-stress move.*
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Certified Appraisers & Estate Buyers
Assessing value and coordinating the sale of large collections or high-value items.
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Senior Advocacy & Community Aid
Long-Term Care Ombudsmen, respite care resources, and benefit counseling.
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This directory includes trusted local contacts recommended for your home sale and future living needs in the Beaufort, NC area.
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