You close the deals. We handle the analysis and strategy.
20+ years of deal flow experience applied to your specific portfolio — so you move faster and make fewer mistakes.
Built for investors who value their time.
You own 5+ properties
And need a second set of eyes on your next acquisition — someone who's underwritten thousands of deals and knows what the spreadsheet doesn't show.
You're scaling fast
And need entity structuring, tax strategy, or financing optimization before your next move. The cost of getting this wrong compounds every year.
You have capital ready to deploy
And want to evaluate deals faster than your competition. In competitive markets, speed with accuracy is the edge.
You want to protect what you've built
With proper estate planning, asset protection, and wealth transfer strategy. So your kids inherit an empire — not a probate case.
Choose your level of support.
VIP Advisory
VIP Advisory Session with David.
- Portfolio assessment
- Goal alignment
- Next-step roadmap
- Tool recommendations
VIP Consulting
Deep-dive session. Fee applied to ongoing services.
- Full deal analysis
- Entity structure review
- Tax strategy session
- Financing optimization
- Fee applied to retainer
Advisory Retainer
Ongoing strategic advisory.
- Unlimited deal reviews
- Monthly VIP advisorys
- Tax & entity optimization
- Market intelligence
- Priority deal access
Apply for VIP Advisory call.
Tell David about your situation. He'll come prepared with a specific plan.