What I Do
Off-market advisory for commercial real estate principals.
I source and evaluate off-market commercial properties for institutional investors, family offices, developers, and 1031 exchange buyers across Santa Barbara, Ventura, and the broader Western region. I also advise property owners on confidential dispositions and broker opinions of value.
Every engagement starts with a defined mandate. You set the acquisition criteria — asset class, geography, deal size, return profile, timeline. I execute against it.
How I Work
A mandate-driven process.
01 — Mandate Definition
We establish your acquisition criteria: asset class, geography, deal size, return thresholds, and timeline constraints. This defines the scope of every subsequent action.
02 — Off-Market Sourcing
I work through direct relationships with property owners, listing brokers, and local market contacts to identify opportunities that match your mandate. This is not database-driven. It is relationship-driven.
03 — Diligence Coordination
I manage the full diligence pipeline between listing brokers and your acquisitions team. For agricultural properties, this means coordinating production records, farming cost analysis, water rights documentation, and operator contracts. For hospitality, it means sourcing STR performance data, prior appraisals, and running initial underwriting screens on occupancy, ADR, and RevPAR. For all asset classes, I coordinate NDA execution, information exchange, and timeline management.
04 — Execution
I shepherd the transaction from LOI through closing — managing competing offers, timing pressure, and the coordination between parties that complex commercial deals require.
05 — Capital Introductions
When deal structure warrants, I provide capital introductions through a FINRA-registered broker-dealer. This is not a standing service — it is offered when the transaction requires it and the client relationship supports it.
Asset Classes
Six asset classes. Depth where it matters.
Multifamily
Apartment buildings — value-add and stabilized. Institutional and private capital acquisitions across Santa Barbara, Ventura, and the broader Western region.
Industrial
Warehouse, logistics, flex, and R&D space. Active deal flow across the Ventura County corridor and the broader Western region.
Office
Single-tenant and multi-tenant, suburban and urban. Acquisition and repositioning opportunities sourced on a mandate basis.
Retail & NNN
Net lease retail, anchored shopping centers, and single-tenant NNN investments. Sourced for passive income investors, 1031 exchange buyers, and institutional capital seeking credit-tenant exposure.
Agricultural
Farmland and rural income-producing properties. I source and evaluate agricultural acquisitions for institutional capital — coordinating production data, farming cost analysis, and water rights diligence between listing brokers and buyer acquisition teams.
Hospitality
Boutique hotels and select-service properties evaluated on a case-by-case basis. Active deal flow sourced through NDA-gated relationships with national hospitality brokerages.
Credentials
California Real Estate
CA DRE# 01869003
Experience
17+ Years
Primary Markets
Santa Barbara & Ventura
Brokerage
KW Commercial