What I Do
Off-market advisory for owners, buyers, and businesses in commercial real estate.
I source and evaluate off-market commercial property across Santa Barbara, Ventura, and the wider Western U.S. — for private and institutional investors, and for businesses looking to own the building they operate in. I also advise property owners on confidential dispositions and broker opinions of value.
Every engagement starts with a clear brief. You set the criteria — asset class, geography, deal size, return profile, timeline — and I work to it.
How I Work
A brief-driven process.
01 — The brief
Every engagement starts with what you're looking for: asset class, geography, deal size, return thresholds, and timeline. I only pursue opportunities that fit. When it helps, the brief goes deeper — ownership vintage, proximity thresholds, operator profile, and the specific value-creation angle you're after.
02 — Research & sourcing
I build a target universe using institutional datasets, public records, and direct market knowledge, resolving ownership and eliminating false positives. Targets are scored against your criteria: ownership profile, asset characteristics, likely seller motivation. AI accelerates the analysis, with every output validated before outreach. Access is relationship-driven — direct owner engagement and long-standing market presence determine which opportunities are actually reachable.
03 — Diligence & structuring
Diligence is active problem-solving, not document collection. I manage the full diligence process alongside your team: production records and water rights for agricultural assets, RevPAR and seasonality analysis for hospitality, rent rolls, lease abstraction, and in-place cash flow for income property. When a deal requires it, I work through structuring complexities — creative financing, zoning, and regulatory navigation — so the opportunity holds up under real execution conditions.
04 — Execution & close
I manage the process from LOI through closing, controlling information flow, navigating competing offers, and coordinating legal, lending, title, and operations. The objective is consistent: maintain leverage, reduce execution risk, and close on terms aligned with the original brief.
Asset Classes
Six asset classes. Depth where it matters.
Multifamily
Apartment buildings — value-add and stabilized. Private and institutional acquisitions across Santa Barbara, Ventura, and the wider Western U.S.
Industrial
Warehouse, logistics, flex, and R&D space. Active deal flow across the Ventura County corridor and the wider Western U.S.
Office
Single-tenant and multi-tenant, suburban and urban. Acquisition and repositioning opportunities sourced against your criteria.
Retail & NNN
Net lease retail, anchored shopping centers, and single-tenant NNN investments. Sourced for passive-income investors, 1031 exchange buyers, and capital seeking credit-tenant exposure.
Agricultural
Farmland and rural income-producing properties. I source and evaluate agricultural acquisitions — 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 case by case. 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