Investment Strategy Session
A focused one-on-one for a deal, market, or management decision. Leave with clearer questions, risks, and next steps.
60-minute video consultation
Focused review of one investment decision
$200per session
Built for real estate investors
Choose Your Investor Plan.
Focused support for your next real estate move.
Property Analysis Report
Send us a property you are weighing. We review the numbers, surface material risks, and organize the information needed for a confident decision.
Delivered in 3 business days
Full comps + cash-flow breakdown
Broker-reviewed analysis and recommendations
$450per property
Request AnalysisInvestor Coaching Retainer
Ongoing strategy for investors building a portfolio, with recurring sessions and practical support between major decisions.
3 strategy sessions each month
Unlimited property reports
Access to our full tax team
Cancel anytime
$1,200per month
Book ongoing coachingLicensed California Broker
California-licensed guidance for investment and property decisions · DRE #02237969.
Investor-Aligned Advice
Guidance shaped around your goals, timeline, and risk tolerance.
Practical Financial Review
Clear numbers, material risks, and useful tradeoffs without the noise.
Direct Ongoing Support
A responsive partner for the decisions that move your portfolio forward.
Consulting FAQs
Questions before you choose a plan?
Clear answers about the plans, preparation, and what to expect from the consulting process.
Choose the Strategy Session for one focused decision, the Property Analysis Report for a structured review of a specific property, or the Investor Coaching Retainer for recurring portfolio guidance.
Bring the decision you are working through, relevant property or market details, your goals, and the questions you want to resolve.
We organize the property and financial information you provide, review material risks and tradeoffs, and prepare broker-reviewed recommendations to support your decision.
No. It is a consulting analysis based on the information provided. It does not replace an appraisal, property inspection, legal advice, tax advice, or independent financial advice.
No. Real estate decisions involve risk. Our consulting services provide structured analysis and practical guidance, but they do not guarantee performance or returns.
Not sure which fits?
Start with the decision you need to make.
Tell us what you are evaluating and we will point you toward the right level of support.
Contact our team