Portfolio

The work, the numbers, and what changed.

A sample of engagements across all three disciplines. Client names are withheld; the details are representative of the work performed.

Invest · New Braunfels, TX

Second-Property Reset

Problem: A first-time investor was about to buy a duplex that lost money at every realistic rent.
Work: Buy box creation, market analysis, and underwriting on three candidate properties.
Result: Passed on the duplex, bought a fourplex at $62k under ask with $740/month in real cash flow.

Invest · Central Texas · 26 doors

Problem: Strong equity, weak cash flow, and three loans maturing inside 18 months.
Work: Portfolio scorecard, debt review, and a sell/refinance/hold plan asset by asset.
Result: Sold two underperformers, refinanced four, and lifted portfolio cash flow 41%.

Lend · 48-unit infill development

Problem: Two lender declines and a sponsor file that didn't tell the story the numbers supported.
Work: Capital stack restructure, lender package preparation, and mezzanine placement.
Result: Closed construction financing in five weeks at 72% loan-to-cost.

Lend · San Antonio, TX

Problem: A stalled value-add needed 14 months of runway before permanent debt was possible.
Work: Bridge facility structured with interest reserve and milestone-based releases.
Result: Asset stabilized at 94% occupancy and refinanced into agency debt.

Develop · San Antonio, TX · 24 units

Problem: Three separate parcels, incompatible zoning, and no feasible program.
Work: Assemblage strategy, highest-and-best-use study, rezoning, and construction oversight.
Result: Delivered 24 units at a 6.4% stabilized yield on cost.

Develop · Boerne, TX · 16 units

Problem: A build-to-rent concept with no entitlement path and an unpriced budget.
Work: Entitlement roadmap, feasibility and budget, GC coordination, and lease-up plan.
Result: Entitled in seven months; 96% leased within 90 days of delivery.

Past results do not guarantee future performance.

Your Deal Next