Off-Market, Top Performer: Novato 14-Unit Delivers Highest Returns in Client Portfolio
$4,925,000Off-Market Acquisition Price · Novato
San Francisco · Brokerage & Advisory
Every decision has a number.
Sell now, hold, renovate first, or transfer to family. I model your actual position before you spend a dollar. The analysis is mine. The call is yours.
$46.75Mclosed volume, documented below
22published case files
6thgeneration San Franciscan
#01917196CA DRE · broker license
The method
Three moves, in order.
01
Diagnose the asset.
Condition, comps, rent-versus-sell math, Prop 19 and capital-gains exposure. The work starts with a model of your actual position. Not a listing pitch.
02
Engineer the plan.
If preparation pays, I scope it like a builder: what to do, what to skip, what it returns. I renovated my own duplex without a general contractor. That judgment sits on your side of the table.
03
Calibrate the exposure.
Pricing, positioning, and buyer pool come from the data. Then the market gets a clean, competitive look at the property, timed to your constraints rather than the market’s noise.
From the track record
Six files, six different problems.
The Vacancy Advantage: Dual-Track Sale for a Duplex + Penthouse ADU
$4,325,000Final Sale Price · San Francisco
Off-Market 18-Unit Oakland Sale: Broker Relationships Unlock Exit from Operational Gridlock
$2,537,500Final Sale Price · Oakland
Dual-Exempt Richmond Duplex Transformation
$2,405,000Purchase Price · San Francisco
10‑Day Remodel → 32% Over Asking → 4× Return on $42K Spend
$1,500,000Final Sale Price · San Francisco
Pacifica Starter Home: Better Location Beats Bigger House for Surfer Family’s First Buy
$1,163,000Final Sale Price · Pacifica
Owner-builder
The work is not theoretical.
In 2022 I bought a duplex on 21st Ave in the Richmond and spent two years renovating it myself. No general contractor. I pulled the permits, managed the subs, and lived on-site through the whole thing.
That experience is in every prep plan I write: a builder’s sense of what is worth doing before market, what it costs, and what it returns.
~40%value increase
120%of ownership costs covered by rent
0general contractors
Questions
Asked and answered.
What does a first call look like?
Thirty minutes, free, phone or video. You describe the property and the decision in front of you. I tell you what I would model and what I would want to see. If it makes sense to go deeper, we set that up. No pressure either way.
How are you different from a typical listing agent?
Most agents open with a listing presentation. I open with a financial model built on your actual numbers: condition, comps, rent-versus-sell math, tax exposure. The listing is the outcome of that analysis, not the starting point.
I inherited a property. Where do I start?
With the numbers. Rent it, sell it, move in, or transfer it: each path carries a different tax and cash-flow profile, and Prop 19 changed the math on most of them. I run the paths side by side on your actual figures so you can compare them.
The building has tenants. Is that a problem?
No. Tenant-occupied sales are normal work here. Disclosure, timing, and buyer selection change, and the strategy adjusts to protect both the sale and the tenancy. I have sold occupied properties from single homes to an 18-unit building.
Do you work with buyers?
Yes, selectively. Homes in San Francisco, and income property across the Bay Area. The same underwriting discipline applies on the buy side: realistic rents, normalized expenses, no inflated pro formas.
Where do you work?
San Francisco first, the west side especially. Marin and the East Bay for income property. If a situation sits outside my ground, I will say so and point you to someone good.
Talk to an advisor, not a salesperson.
Thirty minutes, free. Describe the property and the decision in front of you. I will tell you how I would approach it, and what I would want to see first.