Coordinated Advisory for DC Multifamily Owners
Five essential services for the full lifecycle of 4–20 unit buildings—sell, exchange, refinance, plan, and optimize taxes in Washington, DC.

Specialized advisory for DC multifamily owners of 4–20 unit buildings
UMA provides a comprehensive, advisory‑led brokerage suite designed to help multifamily owners protect value, reduce risk, and execute seamless exits. Every service is built for the financial, regulatory, and strategic realities of DC multifamily — not general real estate.
Multifamily Sale Advisory (Primary Service)
We help owners understand exactly how to maximize value and minimize friction during a sale.
What we advise on:
- Institutional valuation & underwriting
- Exit timing strategy (market + compliance cycles)
- Buyer strategy (investor vs owner‑occupant positioning)
- TOPA notice strategy, exemptions, and execution
- DOPA risk and mitigation planning
- Rent control impact on pricing and underwriting
- NOI optimization before listing
- Pre‑sale compliance review
- Tenant communication strategy
- Market positioning for stronger offers

1031 Exchange Strategy Advisory
Protect gains. Structure replacement strategy. Avoid timing mistakes.
We help with:
- 1031 timing and identification windows
- Avoiding boot and tax leakage
- Replacement property strategy (multifamily, mixed‑use, commercial)
- DST vs direct ownership decisions
- Debt and equity structuring

Debt & Refinance Advisory
Refinancing is not rate shopping — it is capital strategy.
We evaluate:
- Refinance vs sell decision analysis
- DSCR and LTV underwriting expectations
- Debt maturity risk and timing
- Institutional lender preparation
- Exit constraint mapping

Legacy & Estate Planning Advisory
Turn multifamily assets into structured generational wealth.
We advise on:
- Trust structures (revocable, irrevocable, dynasty)
- Generational wealth transfer planning
- Asset protection strategies
- Tax‑efficient structuring
- Integration with exit and 1031 strategy

Cost Segregation & Tax Strategy Advisory
Reduce tax exposure. Increase long‑term returns.
We help with:
- Cost segregation timing optimization
- Engineering + tax specialist coordination
- 1031 integration with depreciation strategy
- Multi‑year tax planning alignment

Request a Customized Building Valuation
Whether you’re refinancing, selling, applying for a loan, or planning an exit, know exactly where your building’s value stands in today’s market.
Get a Compliance Position Review
Before filing an eviction, submitting a hardship petition, raising rents, or preparing for a sale, understand your building’s regulatory exposure and required steps.

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