For Investors · Residential & Commercial

Your investment timeline, from strategy to close (and beyond).

Investing is a numbers game wrapped in a relationship game. Here's how we take a strategy from idea to closed deal — whether it's a single-family rental or a commercial property.

1
Clarity

Let's chat

We talk strategy: cash flow vs. appreciation, residential vs. commercial, your available capital and financing options.

2
Strategy

Set your investment criteria

Target cap rate, cash-on-cash return, property type, market, and deal size — the filter every opportunity gets run through.

3
Strategy

Underwrite the deals

We run the real numbers on candidate properties — rent comps, expenses, vacancy, cap rate — before you ever make an offer.

4
Execution

Make the offer

Price, terms, and financing contingencies structured to protect you, with a negotiation strategy built around the seller's motivation.

5
Execution

Due diligence

Inspections, lease and tenant review (for multifamily or commercial), appraisal, and a final gut-check against your criteria.

6
Ownership

Close, then manage or exit

We close the deal, and I'll help you line up property management — or plan your resale/1031 exchange down the road.

Want to see what's on the market?

Browse residential and commercial opportunities I can help you underwrite.

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