Investment Consulting

If your real estate portfolio doesn’t have a defined strategy, it has unnecessary risk.

I offer one-on-one real estate investment consulting for owners and investors looking to evaluate their portfolio, reduce risk, and build a clear path toward long-term financial goals.

This isn’t generic advice — it’s practical guidance grounded in ownership, operations, and local market performance.

What We Cover

Each consultation is tailored to your portfolio and objectives. Common focus areas include:

• Portfolio performance review

• Hold vs. sell strategy

• Equity repositioning

• Acquisition planning

• 1031 exchange pathways

• Cash flow optimization

• Risk exposure analysis

• Value-add opportunities

• Management Best Practices

• Retirement or simplification planning

The goal is to align your real estate holdings with where you want to be financially in 5, 10, or 20 years.

Ownership & Operating Experience

In addition to brokerage and advisory work, I’m an active multifamily owner and operator.

• Owner of 9 residential units

• Over $4M in Sonoma County real estate holdings

• 10+ years of investment property ownership

• Experience managing dozens of tenants

• Hands-on involvement in renovations and repositioning

This perspective allows me to advise from both the transactional side and the ownership side — balancing financial performance with operational reality.

Who This Is For

• Small to mid-size multifamily owners

• First-time investors

• Long-term landlords evaluating exit timing

• Trust or inherited property holders

• Owners looking to scale or simplify

Consulting Rate

$150 per hour
(Zoom or in-person sessions available)

If you’d like to review your portfolio, explore acquisition opportunities, or map out a long-term strategy, I’m happy to connect.

No pressure — just practical guidance built around your investment goals.