Leave operations behind
Transfer tenants, maintenance, staffing, capital planning, and day-to-day decisions to a committed new owner.
Real estate investment · development · stewardship
Retire from the property.
Not the income.
Boldwick Holdings acquires enduring real estate and works with long-term owners to create thoughtful, flexible transitions—from conventional closings to seller-financed installment structures.
Private conversations. Clear terms. No obligation.
01 Built for owners who care what happens next.
For long-term property owners
You built the asset.
We can help design the exit.
Selling does not have to mean accepting a one-size-fits-all transaction. Some owners want a clean, conventional closing. Others value ongoing income, a measured transition, timing flexibility, or a structure their tax advisers can evaluate as an installment sale.
We begin with the owner’s priorities, then work alongside the seller’s attorney, CPA, broker, and other advisers to determine whether a workable structure exists.
Preserve an income stream
A seller note may convert property ownership into predictable contractual payments, with terms negotiated around the transaction.
Evaluate tax timing
An installment structure may spread recognition of eligible gain across multiple tax years. The seller’s advisers determine the actual treatment.
Choose the right transition
Conventional, partial seller-financed, or fully seller-financed structures can be considered—without forcing a predetermined solution.
“A better exit is not only about price. It is about timing, certainty, income, taxes, and the future of what you built.”
Our approach
A direct path from conversation to closing.
- 1
Listen first
We learn the property, the ownership story, and what matters most: timing, price, income, certainty, privacy, or continuity.
- 2
Shape the structure
We evaluate a conventional purchase and, when useful, one or more seller-financed alternatives with transparent economics.
- 3
Invite the advisers
The seller’s legal and tax advisers review the proposal. Boldwick does not replace or direct independent professional advice.
- 4
Execute with discipline
We document the agreed terms, complete diligence, coordinate financing, and move toward a defined closing.
Illustrative structure
One sale. Multiple ways to solve for the owner.
This example is a conversation framework—not an offer, projection, or tax conclusion.
- Upfront liquidity
- Negotiated at closing
- Ongoing income
- Fixed seller-note payments
- Term
- Built around both parties
- Security
- Documented and negotiated
Installment-sale treatment depends on the seller, asset, purchase-price allocation, debt, depreciation, and transaction documents. Depreciation recapture and other items may be recognized differently. Consult independent tax and legal advisers.
Acquisition criteria
What Boldwick is looking for.
Property types
Multifamily communities, townhomes, build-to-rent neighborhoods, select mixed-use assets, and residential development opportunities.
Geography
Missouri and the central United States, with selective consideration of compelling opportunities in other markets.
Profile
Stabilized, value-add, succession-driven, under-managed, or development-ready properties with durable local demand.
Ownership
Direct owner relationships, family partnerships, long-held assets, brokered transactions, and discreet off-market opportunities.
Structures
Conventional purchases, bank-financed closings, partial seller financing, full seller notes, and other mutually workable terms.
What matters most
Sound basis, aligned expectations, clean information, realistic diligence, and a transaction we can stand behind.
BH
Boldwick Holdings
Principals who think like owners.
Based in Southeast Missouri, Boldwick Holdings is a privately held real estate investment and development company led by Aaron Boldrey and Marshall Trawick. The firm combines entrepreneurial operating experience with a long-term approach to acquiring, improving, and developing real assets.
We value direct communication, practical problem-solving, and structures where both sides understand exactly how the transaction works.
Aaron BoldreyPrincipalMarshall TrawickPrincipal
Confidential owner conversations
Considering a sale—now or eventually?
A first conversation can be exploratory. Share only what you are comfortable sharing, and we will respond directly.