My Investor Services

Here’s how I support your investing journey:

1. Portfolio Analysis & Strategy

We review your current holdings and identify:

• Underperforming assets

• Opportunities to scale

• Potential equity traps

• Wealth-building strategies

• Refinance or repositioning timing

This keeps you focused on ROI, not guesswork.

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2. Investment Property Search

Based on your goals — cash flow, appreciation, BRRRR, renovation, or long-term stability — I help identify the right opportunities, including:

• Single-family rentals

• Duplexes, triplexes, & quads

• Value-add properties

• Fix-and-flip opportunities

• Airbnbs (where permitted)

• 1031 exchange replacement properties

You get curated recommendations that fit your strategy.

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3. Financial Analysis & Deal Vetting

Numbers matter. Every potential property is reviewed for:

• Cash flow

• Cap rate

• Repair/renovation costs

• ARV (After Repair Value)

• Rental comps & rent potential

• Tax considerations

• Long-term wealth impact

You’ll always know the true performance of a property — before you make an offer.

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4. Renovation & Market-Prep Guidance

Thanks to my design and construction knowledge, you also receive:

• Renovation cost estimates

• Improvement recommendations

• Contractor referrals

• Value-add strategies

• Pre-sale prep guidance

Whether you plan to rent or flip, I help you maximize your return.

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5. 1031 Exchange Strategy & Support

For investors exchanging into new properties, I help you:

• Understand 1031 timing

• Identify replacement properties

• Strategize upgrades and cash flow

• Align your long-term goals with your tax benefits

Your wealth should keep growing — not stall.

Learn More About 1031 Exchanges

Want a deeper dive into how 1031 exchanges work and real examples of when to use them?

Click here to: 
  Read my 1031 Exchange Blog Article  
 

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6. Monthly Valuation Reports

Track the performance of your portfolio with:

• Monthly property value updates

• Rental market shifts

• Equity position snapshots

• Market conditions

• Opportunities to buy, refinance, or reposition

This keeps you nimble and informed.

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Who I Work With

• New investors ready to get started

• Seasoned investors scaling strategically

• Landlords wanting better performance

• Flippers evaluating ARV potential

• Airbnb investors exploring local rules

• Owners ready for a 1031 exchange

• Anyone wanting to build a long-term wealth plan

If you’re focused on real estate as a tool for growth, we’ll work beautifully together.