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Maturity Math
Get the report, $399

For CPAs, cost segregation firms, qualified intermediaries and CRE brokers

Your clients are about to make this decision anyway. Hand them the math.

Maturity Math is an independent decision report for owners with a loan coming due: refinance, sell, 1031, or pay down, built from the owner's own numbers. We don't originate, list, exchange, or take referral fees. The report never competes with you.

Talk to us about your clients See a sample report

Why it helps you.

The report puts numbers in front of the owner that they have never seen: recapture by type, suspended losses and carryovers, and the 1031 exposure that survives the exchange. Those figures come from the owner's own return and cost segregation study, and they arrive with your name on the cover.

Every one of those numbers is a reason for the owner to call you. A cost segregation firm sees the next study. A qualified intermediary sees an exchange that has to be structured right. A CPA sees the planning engagement. A broker sees a client who knows what the building is worth on its income before the first offer arrives.

You stay the advisor. The report is the workpaper. It states the numbers, says which option they favor, and sends the owner back to you for the decision.

The offer.

Co-branded report, $225 wholesale

Retail is $399.

  • Billed to you monthly. You set the client's price, or include it in your fee.
  • Your name and logo on the cover and in the delivery email.
  • Maturity Math's name and the independence footer stay on every page.
  • Same 2-business-day delivery. Same human review before it goes out.
  • Your client completes the intake directly with us. You never handle their documents.
  • No revenue share. No referral fees in either direction.
Talk to us about your clients

Independence is the product. Money flows one way: a partner pays for work. The report never names or recommends a lender, broker, exchange company or firm, and the partner relationship is disclosed in the report footer.

The sample report.

Five pages. A fictional 18-unit property with a 2021 loan, a cost segregation study, and a balloon in 2028. Refinance sizing by rate, income value against comps, the sale tax built layer by layer, and the two traps inside the 1031. Every name and figure is made up. The method is the real one.

Open the sample report (PDF)

Tell us about your clients.

A few lines is enough. We reply by email within one business day with the one-page partner agreement and the price sheet.

Contact

Questions about the report, a purchase, or a correction. We reply by email.