1 · Intake
30-minute call
Goals, timeline, financials at a high level, current property situation, tax and estate context. Honest read on whether the timing makes sense.
2 · Valuation
written deliverable
Residential CMA or commercial cap-rate / DSCR / IRR analysis. Comp set documented. Sensitivity to interest rates, vacancy, and expense growth where it matters.
3 · Strategy
listing or buy-side plan
Marketing plan, target audience, price band, days-on-market expectation, prep work to lift the number. Or for buyers — a search mandate and offer discipline.
4 · Marketing
listings · off-market sourcing
MLS, IDX syndication, HomeSmart network, and direct outreach. For off-market buys, owner-targeted campaigns with documented response rates.
5 · Offer & negotiation
offer through executed contract
Offers structured for what actually matters: price, financing contingency, inspection, closing date, and any seller credits or repairs. Counter strategy in writing.
6 · Close
contract to keys
Coordination with title, lender, attorney, inspectors, and contractors. Punch-list management. Final walk-through. Clean handoff at closing.