Hey Trey, definitely makes sense to be selective on this. Novations can get a little more involved than a straightforward wholesale deal, especially when it comes to the agent understanding the structure and communicating clearly with everyone involved. I’d probably look for someone who has actually handled a novation before rather than just an agent who says they’re open to it. Are you looking for someone who has done multiple novations specifically, or mainly an Atlanta agent who is investor-friendly and willing to work through the process with you?

I wouldn’t send the entire file straight away. First, ask the buyer exactly what they need to see to confirm the deal is real. You can provide a redacted summary showing the approval status, key development details and relevant documentation, while holding back anything that could unnecessarily make it easy to bypass you. Also, check your contract first, especially your assignment rights and any restrictions on sharing plans/documents. I wouldn’t rely on hiding the address as your main protection. A serious buyer will eventually need enough information to carry out proper due diligence. The real protection is making sure your position in the deal is properly documented before handing over the full pack. Simple response to the buyer, “What specifically would you like to see to confirm the planning/approval position?” That should quickly tell you @John Lundin whether they’re genuinely evaluating the opportunity or just trying to get the whole file.

You’re very welcome! Hope it helps. Good luck with the deal hopefully it goes smoothly I’d love to hear how it turns out!