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.

Services Offered

  • Reviewing or building models for multifamily, office, or niche assets—including cash flow projections, debt sizing, value-add analysis, and scenario stress testing.

  • Helping buyers or investors assess deal structure, cash flow viability, working capital needs, and seller alignment in lower-middle-market acquisitions.

  • Creating or refining financial tools tailored to your unique investment or operating context. I work quietly, quickly, and confidentially.

  • I help coordinate equity investment in self-funded search acquisitions—connecting capital partners with high-integrity searchers and supporting both sides through underwriting and deal diligence.

    I offer modeling insight, structure alignment, and long-term thinking—focused on fit, not just funding.

Let’s work together.

I take on a limited number of projects each quarter to stay focused and hands-on.
If you're working on a deal or model and want a second set of eyes, feel free to reach out—I'll respond personally.