Seniors Real Estate Specialist

WORKING WITH A SENIORS REAL ESTATE SPECIALIST

Who better to understand your needs then a

FELLOW SENIOR

20

Years of Experience

As a Seniors Real Estate Specialist (SRES), I specialize in addressing the needs of homebuyers and sellers over the age of 50. I became an SRES because I wanted to have the necessary knowledge and expertise to counsel clients in this age group who are moving through major financial and lifestyle transitions with relocating, refinancing, or selling the family home.

Why Choose an SRES Like Joe?

As an SRES professional, I have specialized knowledge and empathy about reverse mortgages. Also, I understand the benefits of universal design (it’s more functional and senior-friendly) as well as the use of pensions, 401k accounts, and IRAs in real estate transactions. When combining this expertise with my two decades of experience in local residential real estate, the result is an empathetic ear for my fellow seniors as well as an ability to get things done.

Being heavily involved in the local Hunterdon and Somerset communities, I have an in-depth knowledge about the services available for our senior community.

Help During the Process

Are you thinking of selling your home to move to a senior supportive environment? Perhaps you want to move in with an adult son or daughter who can help with your needs as you grow older. Whatever the reason, there may come a time when parents, along with their adult children, consider selling and moving on. To assist you, the SRES Council created a unique and valuable resource called the Moving On Guide. This comprehensive guide walks you through each step in the process, with personalized guidelines and worksheets that will help you find a living situation that is well-suited to your needs. Best of all, there is no cost or obligation to you.

What is an SRES?

A Seniors Real Estate Specialist is a realtor who is uniquely qualified to assist seniors in housing sales and purchases. The SRES designation is awarded only to realtors who have completed a series of educational courses to learn how to help seniors and their families with later-in-life real estate transactions. These professionals are familiar with local community resources and services. They also draw upon the expertise of a network of senior specialists, such as estate planners, CPAs, and eldercare lawyers. The overall mission is to help seniors (like myself) and their families navigate the maze of financial, legal, and emotional issues that accompany the sale of the family home.

What is an SRES?

DIFFERENT?

Experience

Has knowledge, experience and compassion in dealing with senior issues.

Multiple Options

Can suggest housing alternatives, including ones that may allow an aging parent to remain in the home instead of selling it.

Understanding

Will take the time needed to make a client feel comfortable with the complex selling (and sometimes buying) processes.

Smooth Transition

Understands the emotional demands a sale can make on a senior, and tries to minimize them.

Beneficial Networking

Has a wide network of other senior-focused professionals who can assist in tax counseling, financial and estate planning, and other aspects of the sale and move.

Specialized

Works first and foremost with the best interests of the client in mind.

Patient

Takes a no-pressure approach to the transaction and has a strong service orientation.

Understanding

Will take the time needed to make a client feel comfortable with the complex selling process.

Specialized Needs

Tailors the marketing of a home to the needs of an older client.

Support Services

Is knowledgeable about local senior housing options and elder support services.

Multi-Generational

Can interact easily with all generations, including seniors, adult children and caretakers.

Benefits of Working with a

SRES

PERFECT FIT

A customized approach to your situation, working to fit your living situation in with your overall life plan

NETWORK OPTIONS

An awareness of options and a network of solid, reliable referrals to help you in the process

PROVEN PROFESSIONALS

Expertise and patience throughout the transaction. I also lend a lot of empathy in having already gone through it myself.

SAVE MONEY

A variety of choices to reduce out of pocket expenses, gain cash, or create or defer income streams to either stay independent or obtain financial assistance

FREE Moving-On Guide!

Designed to help guide your family during the process

Are you thinking of selling your home to move to a senior supportive environment? Or perhaps to move in with an adult son or daughter who can help with your needs as you grow older?

Whatever the reason, there may come a time when parents, along with their adult children, consider selling and moving on. Our Moving On Guide is designed to help guide your family through the complex issues and unique situations you may encounter during the process. To assist you, the SRES Council created a unique and valuable resource the Moving On Guide. This comprehensive guide walks you through each step in the process, with personalized guidelines and worksheets that will help you find the next living situation well-suited to your needs. And best of all, it’s free!

Content taken from SRES headquarters. All rights reserved. © Resources for buyers and sellers over 50. (n.d.). Retrieved January 21, 2016, from http://sres.org/