| Local market research |
Sub-market rent comps, absorption, price-to-rent, school-zone demand, and supply pipeline analysis across Plano, Frisco, McKinney, and Prosper. |
| Financial modeling |
Cash-on-cash, cap rate, gross and net yield, IRR, and break-even scenarios — stress-tested for rent declines, rate moves, and reassessed taxes. |
| Deal sourcing & off-market access |
On-market, pocket, and off-market opportunities, plus new-construction builder negotiations and bulk/portfolio acquisitions. |
| Deal structuring |
Offer strategy, financing alignment, entity and 1031-exchange sequencing, and negotiation of price, terms, and contingencies. |
| Due diligence |
Inspection coordination, title review, HOA/MUD/PID assessment review, lease and estoppel review on tenant-occupied assets. |
| Vendor & team management |
Lenders, inspectors, contractors, property managers, insurance, CPA, and Qualified Intermediaries — coordinated under one advisor. |
| Portfolio strategy |
Hold/refinance/sell decisions, 1031 exchange planning, and rebalancing cash-flow vs. appreciation assets over time. |