Twenty-five years of institutional CRE, from Sumitomo to the deal table, distilled into focused advisory for owners, operators, and investors who need a senior voice and not another layer.
Most CRE advisory is conducted by generalists or analysts dressed up as principals. I'm neither. I spent the better part of three decades executing institutional-scale transactions, not observing them.
At Sumitomo Corporation of Americas, I built and ran a residential real estate platform that required simultaneous fluency in capital markets, asset management, regulatory risk, and operational execution. That kind of work teaches you things no course can.
Today I work selectively with clients who need a genuine peer at the table. Someone who has underwritten complexity, survived market cycles, and knows when a deal deserves the bid and when it deserves to be passed.
My practice is deliberately lean. That's not a constraint, it's the point. You get me, not a team of juniors working from a template.
I engage at the moments when institutional judgment makes the difference. Not as a generalist retainer, but as a focused resource on your specific capital or transaction challenge.
Independent underwriting for acquisition, refinance, and construction scenarios. I work alongside lenders, equity sponsors, and borrowers, producing analysis that holds up under institutional scrutiny and surfaces the risk others miss.
From GP/LP waterfall construction to preferred equity layering and JV negotiation, I help owners and operators build the capital structure that matches the deal, not the one that's easiest to pitch.
Through Black Meadow Partners, I help real estate firms deploy AI tools that reduce friction in underwriting, market intelligence, and deal management. Practical implementation, not theoretical roadmaps.
Contract underwriting support for banks, credit unions, and private debt funds that need senior-level judgment on complex or outsized transactions.
Strategic counsel on deal structure, underwriting review, and capital raise positioning for sponsors who want an independent senior perspective before the IC.
Direct support for sophisticated owners managing recapitalizations, refinances, or portfolio transitions who need execution-grade advisory, not a brokerage pitch.
Real estate organizations at the inflection point of AI adoption, from workflow automation to intelligence layer deployment, who need a guide who actually understands both worlds.
A direct conversation about your situation. No intake forms, no junior screening. We establish fit quickly and honestly.
Clear scope, clear deliverable, clear timeline. I work on a defined engagement basis: retainer, project, or transaction.
I do the work. No hand-off to associates. You get institutional-grade output from someone who has done this at scale.
For retainer clients, you have direct access. No ticketing system. Relationships evolve and my engagement does too.
I keep my engagement calendar deliberately limited. If there's a fit, we'll know quickly. I respond to every serious inquiry personally.
I'll review your note and be in touch within one business day.