From your first investment property to a multi-unit portfolio - I bring a financial planner's discipline to every acquisition, ADU strategy, and 1031 exchange in San Diego.
Whether you're acquiring your first rental or expanding an existing portfolio, I have the expertise and process to guide every step.
I help investors identify target neighborhoods, analyze market data, assess cash flow potential, and structure acquisitions that build long-term equity. My background as a Certified Mortgage Planner means I think beyond the purchase price to total return.
Accessory Dwelling Units are one of the smartest plays in San Diego real estate right now. I help property owners identify ADU-ready lots, navigate permitting, and add income-producing square footage to their existing properties.
A properly executed 1031 exchange allows you to defer capital gains taxes and roll proceeds into a larger investment. I coordinate with qualified intermediaries and tax professionals to keep your timeline on track.
Leverage existing equity to acquire your next property. I help investors understand how to use HELOC financing and bridge loans to move quickly on opportunities without liquidating existing assets.
California's ADU laws have made it easier than ever for San Diego property owners to add income-producing units to their existing lots. With housing demand outpacing supply, a well-placed ADU can generate $1,500–$3,500/month in additional rental income.
I identify properties with ADU potential, help you understand what's buildable under current zoning, and connect you with trusted ADU builders and lenders. From lot assessment to rental income strategy - I guide the full picture.
A fully separate structure in the backyard. Maximum privacy for tenants, maximum rental value. Ideal for larger lots.
Addition to an existing structure sharing at least one wall. Lower construction cost, faster permitting in most cases.
Convert an existing garage into a livable unit. Often the fastest and most cost-effective ADU path in established San Diego neighborhoods.
Up to 500 sq ft carved out of existing living space - the most affordable ADU option for owners who want to start with minimal investment.
My Certified Mortgage Planner background means I analyze more than just price - I look at the full financial picture.
Gross rent, vacancy rate, expenses, mortgage payment, and net operating income - analyzed before every offer so you know exactly what you're buying.
San Diego appreciation trends, neighborhood trajectory, and forced equity opportunities through strategic improvements - mapped to your hold period.
I work alongside your CPA on depreciation, 1031 timing, and capital gains planning. Real estate investment is most powerful when tax strategy is built in from the start.
I've spent 20+ years watching what separates San Diego investors who build lasting wealth from those who make good transactions but never build a portfolio. The difference is almost always strategy, patience, and having an advisor who thinks like a financial planner - not just a salesperson.
My goal is to be the long-term advisor in your corner - someone who understands your credit, your debt structure, your cash flow goals, and your vision for what you want real estate to do for your family's future.
Whether you're at property one or property ten, I want to help you make the next move with full clarity.
Let's start with an investor strategy session - no cost, no obligation, just clarity.