My personalized strategies and hands-on approach for real estate.

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My primary job is to evaluate real estate, short and long-term goals, and provide options for the best use of any given property. I only focused on a transaction, a real estate advisor often works closely with your accountant and/or financial advisor to craft the best scenario for your financial goals and situation. In the example above, a Klamath Falls property for sale would have likely researched the property, checked the zoning, evaluated market conditions, and made the owner aware of the options.  The cost to hire the firm would have been insignificant, had he been able to sell the property for 5x more.

I have an extensive background in real estate often with experience and resources that extend far beyond the responsibilities of buying and selling real estate .I works in an advisory capacity to help you plan more strategically, and increase the value of your currently-owned or prospective real estate assets.  Some of the duties I  often carries out are:

  • Evaluating or completing an acquisition or sale
  • Capital allocation strategies


  • Evaluation of land, zoning, or other factors that could impede or enhance a property’s development
  • Feasibility, renovation and other associated costs for income-producing properties
  • Guidance in developing, building or renovating residential and commercial properties
  • Strategies for improving operations and customer satisfaction on income producing properties
  • A neutral party to advise on the best outcomes for owned real estate
  • Direction on property management best practices.


My  primary role is to help you maximize your real estate investments. This means they are constantly evaluating the market, new trends and technologies, zoning and other influencing factors to help you take advantage of market shifts. I can often help you manage your portfolio of real estate or even develop strategies for income producing properties. 

For example, let’s say you own a retail shopping center. Perhaps you have a higher than normal vacancy rate and/or you haven’t been able to escalate your lease rates for some time. Your advisor can perform a study of the current property and comparables , evaluating a variety of factors. I may provide recommendations like updating the property amenities, improve parking or traffic flow, or improving operational issues.  Perhaps tenant satisfaction and retention are down – they may make recommendations for improvement in this area. The point is, their job is to help you maximize your real estate investment, and they should have the experience and background to do just that!

While there is no magic formula that works for every scenario, the No. 1 secret to making smart real estate investments is to hire a real estate advisory firm. In many cases, the return on investment far outweighs the costs for the advisory services.

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