Lunch & Learn: Partnering for Seamless Home Buy/Sell strategies

Partnering for Seamless Home Buy/Sell strategies, 1031 Exchange Best Practices & Value Trends from a Veteran Appraiser

Date: Thursday, November 20, 2025

Time: 12:00 PM – 2:00 PM EST

Location: Cooper’s Hawk Winery & Restaurant

4473 Lyons Road | Coconut Creek, FL 33073

Complimentary lunch

In South Florida’s fast-moving market—where inventory is lower than other parts of the country, prices remain elevated, and rates hover at 6.25–6.375%—clients want to upgrade or relocate without the stress of double payments, rushed sales, or missed opportunities. Join us for an exclusive lunch and learn how to turn “maybe later” into CLOSED with smart financing and tax strategies.

What You’ll Learn:

• Bridge Loans Made Simple: Tap into the equity for short-term (6–12 month), interest-only funding to secure the new home before selling the old.
• Win in a Competitive Market: Make all-cash offers that beat 70% of the competition—no contingencies, no delays.
• Slash Monthly Costs: Pair bridges with a 7/1 ARM (starts ~ 5.5%) to save $200–$300/month vs. today’s 30-year fixed at 6.25% - 6.375%.
• 1031 Exchange Essentials: Defer capital gains taxes when upgrading investment properties—learn timing rules, qualified intermediaries, and like-kind requirements.
• Local Value Trends (Broward & Palm Beach): Spot rising pockets, avoid overpaying, and advise clients on equity-rich moves.
• Tailored Client Paths: From high-equity power plays to budget-conscious hybrids and investor tax strategies.

Bonus: 1031 Exchange Checklist

• Identify replacement property within 45 days
• Close within 180 days
• Use a qualified intermediary (we’ll share trusted partners)
• Match or exceed sale price to fully defer taxes

Your Takeaways:

• Ready-to-use objection handlers
• Bridge loan eligibility checklist
• 1031 timeline worksheet
• Instant rate & payment calculator (plug-and-play for clients)
• Local market heat map identify hotspots)
• Referral partnership framework—co-brand your next listing presentation

Limited to 25 agents—secure your seat and bring a hot lead. We’ll run live scenarios over lunch.

Presented by Michal Bander, CrossCountry Mortgage,

Drew Monaghan, Private Exchange Group,

Robert Bare & Associates (Appraiser)

About your speaker:

Michal Bander is a leading loan originator who serves clients and partners all over the United States through America’s #1 Retail Mortgage Lender. Based in Delray Beach, FL, whether you’re purchasing your first home, next home, or investment property, he brings a wealth of knowledge to the table. Michal has helped thousands of homebuyers purchase and finance real estate. From jumbo and conventional to FHA and VA loans, I’m an expert in mortgages and will help you find the right product for your plans.

Michal's broad clientele gives him an understanding of how personal home financing is. He has helped professional athletes, business owners, move-up buyers, homeowners downsizing, and first-time homebuyers achieve their dreams. Michal works with many agents, builders, CPAs, and attorneys to help my clients and grow my partners’ businesses. His focus is to bring great results by addressing issues upfront and tailoring your loan to your individual needs. No matter your circumstances, you can count on receiving world-class service.