offering various real estate services
🏢 Property Owners / Investors
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Busy out-of-area owners of industrial, commercial, or residential income property who need someone trustworthy to manage, oversee, and strategize for their assets.
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High-net-worth individuals or families who own multiple properties and need discreet, detail-oriented management of their real estate portfolio.
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Owners of distressed or underperforming assets who want someone experienced to step in, course-correct, and turn things around.
🛠️ Real Estate Development & Strategic Transactions
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Property owners planning improvements who need a reliable professional to manage rehab, tenant improvements, or buildout logistics from start to finish.
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Developers or flippers who want someone who knows how to get things done, interface with contractors & government, and keep projects on track
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Investors navigating 1031 exchanges seeking help sourcing replacement properties and ensuring compliance with strict IRS timelines and rules.
🧾 Trusts, Estates, & Family Offices
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Adult children managing their parents’ estate and need a trusted liaison for everything from property maintenance to sale.
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Trustees or fiduciaries overseeing real estate assets and needing professional management, valuation guidance, or strategic sell/hold counsel.
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Families with real estate in limbo—properties that no one wants to live in but no one knows how to prep, market, or sell effectively.
🤝 Professional Collaborators
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Attorneys or CPAs who want to refer their clients to a real estate-savvy, discreet problem solver.
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Realtors or agents who want to refer clients for more complex, high-touch needs (e.g., estate clean-outs, selling property with family dynamics, etc.).
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Private lenders or family lenders needing help with deal diligence, collateral review, or post-default asset management.
🏡 Residential Real Estate Clients
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Individuals looking to buy or sell who want an agent who will handle everything with taste, privacy, and precision.
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Investors looking for residential rentals who want someone with both an investor’s and a manager’s eye.
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Residential buyers or sellers navigating a move into or out of Sonoma County, especially those seeking an experienced advisor who knows the market and can handle the details.
🧩 Special Project Clients
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Nonprofits or schools with real estate holdings and limited internal resources.
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Small business owners who want to buy commercial property but don't know where to start.
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People in transition (divorce, retirement, relocation) who need someone to help them navigate the real estate component of a bigger life shift.