Services
Independent real estate research and decision support
I provide tools, checklists, market information, connections to local professionals, and 1:1 support to help you evaluate real estate opportunities outside your home market, with confidence and no sales pressure. Because sales people don’t always have your best interests at heart.
Start here
Free
Start here: the LOCATION Quiz and Framework
My unique structure to assess a country, market and/or specific opportunity. Take the quiz, determine your style, do your research, and follow the scoring system.*
Timeline: The Framework will be emailed immediately after registering.
Register here to get your copy of the LOCATION Framework and Quiz to start your market research today:
Entry
$24
The Vacation and Investment Property Due Diligence Checklist
The very detailed list of things I would ask to all of my professionals – agents, lawyers, accountants, mortgage pros, etc. – before I explore a market or make a decision on a property. The checklist will be sent to you right away.*
Timeline: The Due Diligence Checklist will be emailed immediately following payment.
Mid
$299 per market
Market Assessment Report and 1:1 Session
A market assessment report and 1:1 session to discuss a market you’re seriously considering. I conduct a pre-meeting report using the LOCATION framework. I save you time so that you can determine whether you’d like to explore the market further, or not at all.*
Timeline: The Market Assessment Report will be sent to you 1-2 weeks following the date that the order is placed. After payment has been received, you will also be sent a link to book a 1:1 session to meet and review the report together.
We may have it completed sooner, but we like to reach out to local professionals as a part of our research and it can take time to connect.
Premium
$999 per opportunity
Acquisition Due Diligence Report and 1:1 Session
An in-depth due diligence report and 1:1 working session to go over a specific opportunity you’re seriously considering. I do the heavy lifting preparing the Vacation and Investment Due Diligence checklist so that you can assess the opportunity with local professionals, confidently.*
Timeline: The Due Diligence Report will be sent to you 2-3 weeks following the date that the order is placed. After payment has been received, you will also be sent a link to book a 1:1 session to meet and review the report together.
We may have it completed sooner, but we like to reach out to local professionals as a part of our research and it can take time to connect.
What’s not included: sales, legal, tax or mortgage advice
*Not included in any tier: real estate sales, legal, accounting, tax or mortgage advice. That’s what the local professionals are for. I love to work WITH professionals that you select, but will never take a fee or commission from them. See the full disclosure at the bottom of this page.
Not sure which fits? Book a free 20-minute call
Book a free 20-minute consultation before you decide which service is right for you. If my offerings don’t fit your needs, we can build a custom service together.
Tell me what you’re consideringWho it’s for
Do any of these sound like you? Well, then it’s probably a good fit.
The Resort and Lifestyle Investor
“I want to purchase a vacation home but I don’t know what questions to be asking to make sure I don’t make a bad decision.”
Ski towns, mountain towns, resort communities and four-season destinations, where lifestyle and investment overlap.
The Aspiring Independent Investor
“I know I want to invest in real estate. I just don’t know where to start.”
Guides, market reports, investment playbooks and market comparisons.
The Established Investor
“I have capital and want to invest outside of my home market, but I don’t have time to research.”
Bespoke market research, market selection work and due diligence support.