The Best Opportunities Start as Conversations
I’ve learned this over time: the most meaningful deals, partnerships, and breakthroughs in this industry don’t start in a boardroom — they start with a real conversation.
This 20-minute virtual coffee is exactly that.
Whether you’re a broker, CPA, attorney, lender, operator, sponsor, or serious investor, I’d love to connect, learn what you’re building, and explore where our worlds might naturally align.
No pitch. No prep. Just a genuine exchange.
What We’ll Cover (Naturally)
Our conversation usually flows around:
What’s working for you right now
Deals, strategies, or trends you’re seeing that have your attention.Who you serve best
Your ideal client or partner profile — so I can make thoughtful connections when opportunities come up.How I can be helpful
Whether that’s insights around multifamily, 1031 transitions, DSTs, or broader alternative investment strategies, I’m always happy to be a resource.
What This Call Is — and Isn’t
This is:
✔ A relaxed, peer-to-peer conversation
✔ A chance to exchange ideas and perspectives
✔ A way to expand your circle with intention
This is not:
✖ A sales call
✖ A presentation
✖ An obligation
Why I Make Time for These
Some of the strongest relationships in my career — the ones that led to real collaboration and long-term value — started with nothing more than curiosity and a coffee.
If you value thoughtful conversations and meaningful connections, this will be time well spent.
Let’s Connect
If this feels like the right kind of conversation, grab a time that works for you.
Looking forward to connecting and seeing where the conversation leads.
