Introduction
We provide objective analysis and third‑party recommendations so you can make smart real‑estate decisions. A licensed CPA/real‑estate advisor reviews your property details, financing and goals, delivering concise documentation and clear guidance.
Clear, credible documentation
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Expert analysis prepared by a licensed CPA/real‑estate advisor, based on actual property data such as estimated value, mortgage balance, interest rate and financing plan
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Integrates your objectives – whether buying, selling, holding, refinancing or executing a 1031 exchange – and considers occupancy, rental income and potential issues (repairs, liens, title problems)
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Written in language lenders, underwriters and real‑estate professionals expect.
Simple, efficient process
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Secure online intake collects key facts: property type (single‑family, condo, 2‑4 unit), status (owning, buying, selling), financing details and timeline.
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Targeted follow‑up only when clarification is needed on complex items like occupancy or repair issues.
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Draft recommendations sent for your review before they’re shared with agents, lenders or partners.
Aligned with your goals
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Tailored for home purchases, sales, rentals/investments and 1031 exchanges, with the option for analysis only or full agent representation.
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Flexible delivery: we can advise you only, your agent/lender only or both.
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Provides clear explanations of options and timelines (ASAP, 1–3 months, 6‑12 months etc.) and highlights any hard deadlines or issues.