PATH 01: PORTFOLIO CONSULTING
Unbiased, hourly-paid advice for real estate investors.
The honest second opinion most professionals aren't incentivized to offer. We're motivated to optimize your real estate, not to close a transaction.
$5M+
Minimum portfolio size
3+
Properties, minimum
10 hrs
Initial portfolio review

WHO THIS IS FOR
Built for owners with $5M+ in real estate.
Designed for real estate investors with $5,000,000+ in real estate across at least 3 different properties. If that isn't you yet, no worries — take a look at Brokerage services instead, or reach out and we'll point you the right direction.
Not $5M+ Yet? No Problem.
There are several different ways we can work together, starting with straightforward brokerage representation on a single purchase or sale.
WHAT'S INCLUDED
A second set of eyes at the portfolio level.
We connect the dots — spotting opportunities to coordinate, catching risk before it becomes a problem, and keeping every decision aligned with your long-term goals.
DEAL VETTING
Is this a good deal?
A second opinion before you close — including what due diligence should scare you off.
LEASE & RENT STRATEGY
Are your rents below market?
Reviewing lease structures and rent levels against the market, and flagging when it's time to sell.
EXPENSE AUDIT
Are you overpaying?
Auditing operating expenses and vetting which brokerage team is best to handle each asset.
ONGOING REPORTING
Where do you stand?
Broker opinions of value and quarterly portfolio analysis showing best- and worst-performing assets.
HOW IT WORKS
Three steps from first call to ongoing partnership.
01
Free Strategy Call
A quick conversation to understand your portfolio and confirm we're the right fit before anything is billed.
02
10-Hour Review
You share portfolio details. We spend 10 hours reviewing, then deliver a high-level opinion of value and three specific ideas to increase revenue or lower expenses.
03
Ongoing Assignments
We work hourly on whatever you want prioritized. No long-term contract — and no expectation of being kept on if we aren't clearly adding value.
