Most real estate decisions go wrong somewhere other than the house: the tax treatment, the title structure, the insurance quote nobody pulled, the lender who could not read the income. I keep a standing bench of specialists across Los Angeles and the Coachella Valley, and I bring them in before the decision, not after it.
Where the down payment comes from, and what selling those positions actually costs.
We model the purchase against your portfolio before you write an offer, so liquidity, tax drag and opportunity cost are decided on purpose rather than in escrow.
Basis, depreciation, residency and the write-offs most buyers find out about too late.
California residency questions, second-home versus rental classification and Prop 19 transfers all get answered before the structure is locked.
How title is held, and who can see it.
Trust and LLC vesting for privacy, succession planning, and keeping your name off a public record without complicating a future sale.
Cash flow across an irregular income calendar.
For clients paid in signing bonuses, back-loaded contracts or project cycles, carrying cost is planned against the actual pay schedule.
Approval when a W-2 does not exist.
Jumbo, asset-depletion, cross-collateralized and portfolio lending relationships that understand athlete, entertainer and founder income.
Coverage in fire, coastal and desert exposure zones.
Malibu and canyon fire maps, FAIR Plan wrap policies and high-value contents coverage priced into the hold cost before you tour.
Rolling an appreciated asset without a tax event.
Qualified intermediaries lined up before you list, because the clock starts at close and identification windows do not move.
Whether the house you like can become the house you want.
Walk-throughs with the people who will actually do the work, with real numbers on scope, permits and timeline before contingencies expire.
If you have a CPA and an attorney you trust, they stay at the table and I coordinate the real estate side into their plan. The bench exists to fill gaps, not to replace relationships you have already built.
Everything routes through you unless the client says otherwise. No direct pitching, no end runs, no surprise calls during a season or a shoot.
LLC or trust title, nominee signers, NDAs with vendors, off-hours showings and no address in a marketing feed. The identity layer is set up in advance, not patched after an offer.
You get a written read on every property: carry cost, insurance, rental legality, exit liquidity, and a recommendation you can forward to a CPA or business manager without editing it.
I also build private, branded property collections for a single client: one link, only the homes that fit, my notes under each. Ask for a sample and I will send one over.
No cost, no obligation, and no one gets your information without you asking first.