How I work with clients.
Five engagement types, each tailored to the client and the asset. A small roster of relationships, taken seriously — most spanning many years.
Most of my work is investment advisory and 1031 exchanges. I also handle estate and multifamily sales, where privacy and patience matter, and short- and mid-term rental strategy for investors. I work with military families and first responders, in part because of Naval Base Ventura County and my own family's service. We start with what you want, and I’ll say so if something isn’t a fit.
The roster stays small on purpose. Most of my clients arrive by referral and stay through multiple transactions.
Investment Advisory
Underwriting, market analysis, and portfolio strategy for buy-and-hold investors.
1031 Exchange Choreography
Identification, backup-property strategy, and lender-to-QI coordination on tight IRS timelines.
Short-Term & Mid-Term Rentals
STR-permit due diligence, MTR positioning, and revenue modeling for vacation and corporate-housing inventory.
Service Families & First Responders
PCS-move support, base-proximity counsel, specialty-lender referrals, and shift-aware showings.
Estates, Multifamily & Generational
Discreet representation of legacy estates, four-unit-and-up multifamily, and trustee-driven transitions.