Do you have stock options or vested company stock and wonder how it could help you buy your next home? Join us for an exclusive in-person seminar where Andersen Group Realty partners with Andrew Marquis and his team at CrossCountry Mortgage to break down how equity compensation, including RSUs and stock options, can be used to fund a down payment, support a move-up purchase, or open doors you didn’t know were available.
We’ll cover practical strategies for turning stock into buying power, key tax and timing considerations, and options like borrowing against your portfolio instead of selling outright.
Whether you’re planning to upgrade to a larger home or purchase for the first time, this session will help you understand your options and make a confident, informed decision.
For more information, reach out to us.
Presented by:
Sven Andersen | President & CEO of Andersen Group Realty
Andrew Marquis | Sr. Vice President at CrossCountry Mortgage
Sonja Selemi | Founder & Attorney at Sonja Selemi Law Offices