I sell judgment. The advisory practice answers the questions that come before any transaction: hold or sell, refinance or redeploy, lease or own, where to put the next dollar. The analysis is the product, and it's priced as the product.
Every engagement is fixed-fee, scoped in writing before work begins, and delivered as a written, decision-grade recommendation. And if Resolute represents the resulting transaction and earns a commission, your advisory fee is credited back in full at closing. You risk the fee only if you don't transact with us.
Built on the CCIM analytical framework: market analysis, financial analysis, investment analysis, and the decision math that ties them together.
Investment position analysis.
The flagship engagement for individual investors. We diagnose where your capital actually stands, run every asset through hold vs. refinance vs. 1031 vs. sell, and hand you a written redeployment strategy with a 90-day action plan. Starting at $7,500.
Acquisition advisory.
Full underwriting on a specific target: pro forma cash flows, returns and sensitivity, comps, risk, and a go/no-go recommendation with a defensible offer range. Starting at $5,000 per asset.
Hold/sell analysis.
A focused answer to 'should I sell this, and if so how,' including after-tax proceeds and 1031 feasibility. Starting at $5,000.
Lease vs. own analysis.
For business owners deciding whether to lease or buy their real estate. Occupancy cost, balance sheet impact, and a recommendation tied to your capital plan. Starting at $8,500.
Market & submarket analysis.
A defensible submarket economic analysis (CCIM CI102 methodology): economic base, employment, absorption, vacancy, with forecast. Starting at $5,000.
Development & highest-and-best-use feasibility.
The deepest engagement: feasibility, development pro forma, and return modeling for development or repositioning plays. Starting at $12,500.
90-day advisory sprint.
A quarter of hands-on execution for clients who need to act. Includes the full portfolio strategy memo, 6 biweekly sessions, an opened acquisition search with 2-3 screened targets, and coordination with your CPA and lender. Starting at $15,000.
Ongoing advisory.
Monthly retainers for continuity after a project, from light-touch decision support for individual investors to standing advisory capacity for businesses and multi-asset owners.
Want a starting point that costs nothing? I'll give you a Broker Opinion of Value on a single asset: an indicative range and the rationale behind it. When the question turns into 'so what should I do,' that's an engagement.
I built and facilitate the Strategic Investor Series, a 4-session cohort program that takes investors from self-assessment to a defended deal pitch. It starts where most programs refuse to start: your personal financial statement, your habits, and your actual reason for investing. Then it moves through deal analysis, SWOT and scenario planning, live deal critique, and ends with a pitch competition judged on financial strength, market understanding, and risk mitigation. The spring 2026 cohort filled with a waitlist. I run this program for community development organizations, employers, credit unions, and private groups. If you want an investor education program your people will actually finish, let's talk.
I've spent my whole career in the people development business: full-time ministry, 5 years coaching high school baseball, and 18 years building teams at Resolute RDM. I bring that to workshops and training for real estate teams, property management companies, and leadership groups, covering decision-making under pressure, accountability structures, and building people who outgrow the role you hired them for.
Scope and fee fixed up front in a signed engagement letter. 50% to start, balance on delivery. Advisory work is strategic and analytical; it's coordinated with, and never a substitute for, your attorney and CPA. Client information stays confidential, full stop.