What We Do

Commercial and investment real estate is our thing. When you're seeking an alternative to traditional bank financing for your deals, come to us. We work with numerous portfolio lenders across the United States, who lend their capital for projects like yours.

We finance most commercial property types (multifamily, mixed use, office, retail, industrial/warehouse, self storage) and investor 1-4 unit residential, nonowner occupied properties. Loan programs vary from lender to lender.

We know where to go to get your deal done and will do it with speed, efficiency, and Formsexpertise.

Reach out to us today and let's get you funded! See Forms to get started.

If you’re a commercial real estate investor, we’re here to help you boost your cash flow through expert cost segregation and other strategies. Partnering with a top national firm, we deliver precise, engineering-based studies to maximize your tax savings.

With over 75,000 pages in the IRS tax code, even top CPAs might miss some write-offs. Having completed 45,000+ studies nationwide, we ensure a thorough analysis with on-site inspections and a full team of experts dissecting your building components for maximum tax cuts, impacting your bottom line.

Take advantage of what the informed, powerful, rich, and connected investors know about the tax code! Ready to see how much you could save? See Cost Seg details!

Real estate requires upkeep to protect the asset, and renovation at varying stages of the life of common elements to be attractive and marketable to the end user.

We offer color consulting (interior/exterior), interior design, rehab project management, curb appeal suggestions, and listing prep services for sellers (of real estate) to optimize resale value. Protecting the asset, while bringing both design and function together.

Whether you're improving the aesthetics of your own asset(s) or offering our services as a luxury add-on for your clients (for those in a related trade) - we can help transform any space! Access our Client Intake Form here.

When business is great, details may fall through the cracks. When business is slow, you may struggle for ways to pivot in a changing market.

We'll come in with creative, out-of-the-box ideas that can infuse new energy into what you love to do. Looking at your business as a whole and segment to segment - we can recommend adjustments to help you run your business better and scale. Make more money. Get rid of headaches. Even train your teams. Entice vendor partners with value-add events. Put a fresh spin on what you've built (or are starting).

Building, downsizing, shifting focus, and more - we'll be your expert eyes and ears, as a neutral third party. Consult with us today!

When it comes to day-to-day workflow, many solopreneurs and small business owners find they are excellent at what they do, but lack the support they need to pull it together in a way that creates a smooth flow.

We're highly organized and can do a complete systems and process review and overhaul! Getting rid of outdated (or nonexistent) systems; researching and implementing new ones (specific to the needs of your business model); setting them up, and even managing them for you on a regular basis.

We love tech and software. Ditch those paper files. Let's get your business up-to-date and organized.

Maybe you're awesome at selling and getting the deal, but not so good with client relationship management. Bring us in to set expectations at the beginning of your deal cycle, keep clients informed along the way, gather documents, communicate with vendor partners, build camaraderie (warm fuzzies) and rapport (cha-ching), and ensure a smooth process. Even deliver high value presentations.

When you want to provide an excellent experience for your clients, outsource the client relationship management cycle to us. It will free up loads of your time, so you can go get more deals!