Consulting & Underwriting Support

In addition to direct investments, I occasionally support others in underwriting real estate, evaluating SMB acquisitions, or refining models for capital partners, lenders, or internal teams.

If you're an operator, investor, or first-time buyer needing a thoughtful second set of eyes, I'm happy to help. Having been the stressed-out business owner staring at models at 2 AM, I know exactly where the assumptions get fuzzy.

Services Offered

  • Reviewing or building models for multifamily, office, or niche assets: projections, debt sizing, value-add analysis, stress testing. After billions in CRE deal I build models that reflect reality—not wishful thinking.

  • Thinking about buying a business? I’ll help with valuation, structuring, and financing analysis. Practical guidance from someone who’s actually closed deals.

  • Building financial models that help you make better decisions, not just prettier spreadsheets. The stuff that keeps business owners up at night is where I do my best work.

  • Found a great business but need equity? I can provide capital and bring deal-structuring experience to get it across the finish line.

  • Business ownership is hard—take it from me. Free conversations for first-time buyers going through the emotional rollercoaster. Sometimes you just need someone who’s been there.

Let’s work together.

I take on a limited number of projects each quarter to stay hands-on.

If you’re working on a deal or a model and want a second set of eyes, reach out—I’ll respond personally. I’ve been the owner staring at spreadsheets, wondering what I was missing. Having a partner who’s done it before makes all the difference.