One practice, four kinds of client.

Owners selling quietly

You own a building, a portfolio, or land, and you want to know what it's worth and who would buy it — without putting it on the market. A public listing tells your tenants, your staff, and your competitors that you're selling. Sometimes that's fine. Often it isn't.

I work the other way. I maintain relationships with active buyers across the region and approach them directly, before anything is listed. You get a current valuation, a candid read on likely demand, and the option to move only if the number and the buyer are right. Nothing becomes public unless you decide it should.

Discretion isn't a service I add on. It's how the practice is built.

Private and HNW investors

Value-add, repositioning, smaller deals, and 1031 exchanges. You invest on your own criteria — asset class, geography, return, hold — and you don't need a broker generating volume. You need the right opportunities, with the right information, at the right time.

I source off-market opportunities that match what you're looking for and run the early screens — rent rolls, comparables, the obvious risks — before you spend real time on anything. On a 1031, the clock is tight: generally 45 days to identify and 180 to close, with your exchange accommodator and CPA confirming the exact dates. I work to that schedule.

You tell me the criteria. I bring you what fits, and I'm candid about what doesn't.

Businesses buying their building

If your business rents the building it operates in, owning it instead can turn your largest fixed cost into equity on your own balance sheet. It isn't always the right move — the down payment, the financing, and the right size and location all have to line up. I lay out the purchase numbers against your current lease, and I find properties that fit, including ones that aren't openly listed. If owning doesn't beat renting right now, I'll tell you.

Institutional groups

Funds, REITs, and institutional capital with defined acquisition criteria. The work is the same as for any client — off-market sourcing, diligence coordination, and the right information at the right time — at institutional scale and pace.