Downsizing Made Easy: Answers to the Most Common Questions

Should I sell my current home before buying my next home?

Whether you should sell first or buy first often depends on your finances and timing. Many downsizers choose to sell their current home first to avoid carrying two mortgages and to clearly understand their budget for the next chapter. Options like rent-back agreements, short-term rentals, or bridge loans can make the transition smoother. Working with our strategic lending partners can help you choose the strategy that best fits your needs and goals.

How can I relocate closer to family without stress?

Moving closer to family is one of the most common motivations for downsizing. A well-organized plan that includes coordinated selling and buying efforts—sometimes across different regions or states—can make the move seamless. We have a referral network of trusted professionals nationwide to support clients every step of the way.

What should I do with all my belongings when downsizing?

Downsizing after many years in a family home can feel overwhelming — not just physically, but emotionally too. The best approach is to start early and take it step by step. First, sort items into categories: keep, donate, sell, or gift to family and friends. It's important to focus on what will fit and serve a purpose in the new home, rather than trying to bring everything. Sentimental items should be handled with care — some people create keepsake boxes, digitize old photos, or pass meaningful heirlooms to loved ones. We have professional organizers working with a our team who understands the emotional side of downsizing can also make the process much smoother and less stressful.

Is downsizing a smart financial move?

Yes, for many empty nesters, downsizing can lower monthly expenses, reduce maintenance costs, and unlock home equity to support retirement goals. It often leads to a simpler lifestyle and more financial flexibility, especially when guided by our knowledgeable real estate team.

What’s my home worth?

Accurate pricing is crucial for a successful sale. We will provide a detailed comparative market analysis, considering recent sales, neighborhood trends, and active competition..

TESTIMONIALS

What Our Clients Are Saying

"Made the whole process seamless"

The team expertly guided us through all the steps and stages to get the job done of downsizing in the Bay Area and moving to So Cal. Their attention to detail, strategy and commitment reaffirmed our trust in their abilities. l

- Rick P.

"Great plan and result"

They 1. understand the psychology of selling a house in which the owner has lived for several years, and 2. know the San Francisco real-estate market extremely well. We were able to realize every step exactly according to their plan

- Wim DW

"30 years of belongings"

We had to move 30 years of belongings and do several updates on a limited budget. The team located excellent contractors to add value to the home. We are so happy with the result!

- K.I.