Strategy Review Session (60–90 minutes | Recorded)
A focused, in-depth conversation covering:
- Your goals, timeline, and priorities
- Risk tolerance and decision constraints
- Capital position and financing considerations
- Strategy alignment with today’s market
This session is designed to challenge assumptions, identify blind spots, and create clarity — without unnecessary complexity.
Personalized Strategic Action Plan
Following the session, you’ll receive a written plan outlining:
- The real estate strategies that fit you right now
- Strategies that don’t align (and why)
- Key risks and tradeoffs to be aware of
- Clear buy / wait / pass criteria
- Practical next steps for the next 3–6 months
Two-Week Follow-Up Review
A brief follow-up review approximately two weeks later to:
- Address questions that surfaced after the initial session
- Refine assumptions
- Confirm direction and next steps