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Commercial Brokerage Loans Attorney

Commercial Broker

« Brokerage, Financing, Legal »
COMPREHENSIVE  REPRESENTATION
Loans: REFIs, Acquisition Debt, Hard Money 


Closed Loans: $320MM+
BROKER / ATTORNEY – (CO | CA)

Competitive Advantage

  • Broker: Seller/Buyer Representation
  • Loans: Acquisition / Refinance
  • Superior negotiation skills, &
  • Vast real estate data, lenders, +AI

Prop 19 • Capital Gains

Tax Portability • Appreciation
MITIGATION
Tax on Long Term Cap Gains


We gather key data, assess, & implement sound real estate representation.

California & Colorado

  • List, Market, Sell – Commercial Assets
  • Collaborating with Escrow & Title
  • Detailed Property Valuation • CALL
  • DSCR Metrics • CALL

.Your Competitive Advantage: I Stay Personally Involved Every Step

The ability to make informed decisions is vital to a positive outcome.

  • I personally participate – from start to finish.
  • There is no one between you and me! You have a clear path to me every day.
  • I communicate frequently – candidly / openly / meaningfully / purposefully.
  • I am task driven to facilitate your desired positive results.

Delivering Comprehensive Representation

My skills sets include licensure in CA and CO as a Broker and as an Attorney .. plus 40+ years of expertise working for successful real estate owners whose portfolios include hotels and retail properties. I am repeatedly engaged to help clients improve their cash flow, to grow their portfolios, to risk manage in ways that enhance informed decision making. Yes, I utilitize AI services from Westlaw to a multiplicity of real estate databases (CoStar, PropertyRadar and many more) that vest clients and me with precision based data that is blended with proprietary analysis metrics that result in prompt and precise execution of decisions. For my clientele, tomorrow is strategically here today!


Consider this – Testimonial from a Commercial Hotel Owner!

Call 818-512-1715 – Commercial Brokerage, Loans (REFIs + Acquisition Debt), Legal & Tax Representation


Values

  • Clients First • Integrity  Informed Decision Making • Comprehensive Representation • Exceed Expectations

Mission

  • I improve lives. In big ways through informed decision-making based on facts, finance, legal, estate planning, and tax analysis. In vitally important personal ways through human connection and meaningful communication. And, in simple, practical ways. But in all ways, my goal is to improve lives – to leave clients in a better position than when they came to me.

Vision

  • COMMERCIAL: Listing, Marketing, Brokerage, Loans (REFIs, Acquisition, Hard Money)
    • From burdensome debt to improved cash flow.
    • From higher interest rates to better terms / pricing.
    • From just debt to service to debt that increases property revenues / value thru asset enhancements.
    • Resulting in improved bottom line profitability.
    • Analytics generated from and driven by 40+ years expertise and …

  • HIGH-VALUED RESIDENTIAL Brokerage, Legal and Tax Advice
    • From property ownership to ‘home’.
    • From ‘nest egg’ to positive NET proceeds.
    • From NET proceeds to improved quality of life.
    • Resulting in enjoyment & satisfaction.
    • **Tax and Legal risk management advice throughout transaction.

I understand real estate from the inside out having been an active Realtor®-Broker and Attorney for 40+ years. My goal, in every representation, is to foster informed decision-making based on your unique circumstances. Together, we consider realistic options and act on those that maximize NET proceeds while mitigating legal and tax liability exposures. I am ready, willing & able to deliver superior comprehensive services.


REPRESENTATION THAT INCREASES NET WORTH –
WHY CLIENTS CHOOSE ME TO REPRESENT THEM.

My clients have a lot at stake.
Their businesses and homes are personal.
I take you seriously.
Everything is confidential attorney-client work product.
My representation feels familiar / natural.
My clients ..

– trust my commercial real estate & finance knowledge.
– absolutely need an end-result-based advocate.
– negotiate from positions of strength.
– want open / free / frequent communication.
– appreciate my no BS candor.
– need to hear unfilitered truth, options, reality.
– make informed decisions.
– appreciate my transparency.
– appreciation my availability around the clock.

I am ..

  • Present.
    Available.
    Real.
    Disciplined.
    Confidential.

Call me at 818-512-1715 or email me here.
Let’s confidentially discuss your situation.
I am client focused, resourceful, and solution oriented.
Collaboratively, we will implement the best strategy that fits your needs.

Testimonials.