You've sat through the AI videos. 🤖 Read the threads, tried a few shiny tools. And somehow your team is still buried in the same manual busywork they were six months ago.
The AI was never the problem. The missing piece was connecting it to how YOUR business runs day to day.
That's what I do. I think like a builder, so you get a real, usable workflows instead of one more thing to figure out.
⭐⭐⭐⭐⭐ "Ian was excellent to work with. He understood the project quickly, communicated clearly, and provided thoughtful, detailed feedback. He was patient throughout the process and also suggested practical solution ideas. We highly recommend him and would be happy to work with him again!"
⭐⭐⭐⭐⭐ "I had an outstanding experience working with Ian. His responsiveness, meticulous attention to detail, and ability to consistently deliver top-notch work on time far exceeded my expectations."
⭐⭐⭐⭐⭐ "Ian shared several great insights and ideas in our product brainstorming session."
Right now, I’m building agent workflows, content automation systems, a Cortex setup that runs Claude through Telegram, a DocuSign project, and an asset management project focused on variance analysis.
The goal is to use it in a way that actually helps your business run better.
If you’re dealing with repetitive tasks, messy workflows, or you know your team is spending too much time on things AI should probably handle, I can help you sort through it and figure out the smartest next step.
WHAT I CAN HELP WITH
🔍 I look at how your team spends its week and point to the three tasks AI could take off their plate first, so you're not guessing where to start or pouring budget into the wrong shiny tool.
📨 I build systems that turn one idea into a week of content, so your marketing stops going quiet every time the team gets slammed and nobody has time to post.
🧩 I find the spot in your process where everything piles up, the handoff where things get dropped or someone has to chase an answer, and rebuild it so the work flows through without the bottleneck.
We're probably a great fit if:
✅ Your team is drowning in repetitive busywork and you KNOW there's a better way, you just don't have time to figure out what to automate first.
✅ You've sat through the demos and bought the tools, and you're ready for someone to make the stuff finally WORK.
✅ You want to own what gets built, run it yourself, and never be held hostage by a consultant on retainer.
Probably not the right fit if:
❌ You want a flashy demo to wow the room more than a system that quietly does the work.
HOW I WORK
I keep things simple.
1️⃣ First, you tell me what you are looking to automate.
2️⃣ I help identify where AI can help most.
3️⃣ I map out a practical solution.
4️⃣ We build something that’s actually usable.
I care a lot about making things clear, useful, and easy to run. I’m especially good at spotting places where teams are wasting time on repetitive work, manual steps, or tools that should be doing more than they are.
WHY WORK WITH ME ✨
You’ll get someone who thinks like a builder, not just a consultant.
I’m comfortable turning a messy idea into a real workflow.
I communicate clearly.
I like practical solutions more than flashy ones.
And I’m focused on outcomes that actually matter to your business.
👉 Tell me the one task your team repeats most, and I'll give you my honest take on whether AI can take it off their plate. Send me a message. 🤝
Financial Analysis
AI Consulting
Real Estate Acquisition
Real Estate Investment Assistance
Real Estate Lead Generation
Property Management
Real Estate Business Plan
Microsoft Excel
Brian D.
Los Angeles, California
$140/hr
5.0
16 jobs
➡️ Former Director of Investments and institutional Real Estate Private Equity analyst with deep Capital Markets experience
➡️ $5+ Billion of US Real Estate underwritten across multifamily, retail, office, industrial, hospitality, self-storage, BTR, raw land (horizontal development), LIHTC + Section 8, motel-to-multifamily conversion, single-tenant NNN
➡️ 100+ Closed Transactions in Acquisitions, Equity and Debt investments
➡️ 250+ pitch decks, board memoranda, investor reporting packages delivered
➡️ Active US-based investor with my personal capital invested in $70M+ worth of multifamily, retail, office and hospitality assets
🎯 My Core Work
I run Precision Real Estate Services, a boutique consulting practice. I focus on providing high-level strategic advisory with detailed financial analysis, underwriting, and asset management for commercial real estate owners, developers, and investors.
🛠️ Services I Provide
• Acquisitions & Development Underwriting - Building detailed pro forma models for all major and most specialty real estate asset classes
• Asset Management & Investor Reporting - I create dynamic analytics dashboards and institutional-quality reporting packages
• Debt & Equity Structuring - Sourcing capital, sizing construction loans, and running capital stack / waterfall models
• Partnership & Waterfall Modeling - Handling complex promote structures and partnership splits
• Construction Budgeting & Cost Oversight - Reviewing horizontal/vertical budgets, and construction draw schedules.
• Brokerage/Transaction Support - Institutional-level underwriting to help brokers and owners achieve optimal pricing.
👥 Who I Work With
Family offices
Private equity firms
Developers
Individual investors
🔎 Select Engagements
1️⃣ RAI Holdings - Holding company of a high-net-worth individual focusing on mixed-use real estate development
o Conducted comprehensive land due diligence, including zoning and land use, easements and access, parcel splits & subdivisions, title review & encumbrances, environmental conditions, survey/boundary verification
o Model development opportunities, including: multi-phase mixed-use projects, retail pad sales
o Created bank-ready financing packages, including pro forma models, project summaries, and supporting analysis
2️⃣ Woodfield Development - A rapidly growing Class A multifamily and mixed-use development firm now building ~$1 billion annually across the eastern seaboard and Texas. Woodfield engaged Precision to update their internal development underwriting model to align with institutional investor expectations, including:
o Project Timeline & Phasing: start dates, construction duration, lease-up, stabilization, exit, etc.
o Sources & Uses: multi-tranche debt & equity, automated balancing checks
o Construction Budget & Cost Management: by item S-Curve budget costs & financing draws, multiple capitalized interest reserve calculations
o Multi-Tranche Debt & Equity Structures: preferred equity, loan sizing tests, IO vs. amortizing periods, financing structure toggles
o Operating Projections: detailed lease-up schedules, OpEx reserve, annual growth rates by line
o JV / Partnership Structures: multi-hurdle equity waterfall & promote optionality (pari-passu, catch-up & claw-back functionality, equity multiple hurdles)
o Return Metrics & Sensitivity Analysis: IRR, EM, NPV, CoC, Yield-on-Cost
o Reporting & Presentation Output: clear metrics & charts to readily export in PDF format
3️⃣ Enterprise Community Development, Inc. - the investment arm of Enterprise Community Partners, one of the nation’s largest nonprofit real estate finance organizations, with over $60 billion in affordable housing investments to date.
o Delivered board memoranda with hold vs. sell recommendations on 785 units across 4 assets
o Built 10-year forward operating forecast and evaluated multi-tranche debt structures (including bond agreements and interest rate swaps)
o Partnered with counsel to assess bondholder redemption and recapitalization scenarios
o Abstracted and synthesized Debt Agreements, LPAs, and Regulatory Agreements into clear, decision-ready analyses for leadership
🧑💼 About Me
Brian has dedicated his entire career to mastering the real estate industry. With a diversified background touching everything from property and asset management to acquisition structuring and capital market negotiations, he understands how decisions in one vertical ripple into the strategy of another. Coupled with extensive analytical acumen, his holistic understanding of what affects the bottom-line allows him to assess a broad option space when making strategic decisions AND “do the math” that supports their execution.
He is deeply curious and continuously looking for better ways to understand problems, and execute on solutions. With Precision Real Estate Services, his aim is to leverage the latest technologies and bring institutional-quality services to the broader real estate market.
Financial Modeling
Financial Analysis
Financial Projection
Real Estate Financial Modeling
Microsoft Excel
Forecasting
Pro Forma Statement
Business Plan
Python
Fundraising
Quantitative Analysis
Real Estate Financial Model
Real Estate Business Plan
Jake L.
Los Angeles, California
$250/hr
5.0
117 jobs
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc.
I have an institutional background and my models are all institutional-quality, which makes a powerful impression on equity investors.
Highlights:
- Microsoft Certified “Excel Expert”
- Master’s degree in real estate development
- Institutional experience working on large and complex projects.
- Chartered Alternative Investment Analyst
As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal.
I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, SFR subdivisions, manufactured home communities, land, self-storage, etc.
If you need a any kind of real estate model let’s chat.
Financial Modeling
Pro Forma Statement
Financial Analysis
Microsoft Excel
Real Estate Financial Modeling
Real Estate
Capital Markets
Acquisitions
Fundraising
Cash Flow Analysis
Real Estate Investment Assistance
Equity Research
Brandon D.
Los Angeles, California
$90/hr
5.0
4 jobs
I am a Real Estate Finance professional with 9 years of applicable work experience in the field. My primary responsibilities are based in financial modeling for real estate acquisitions and debt on all property types (multifamily, single family, office, industrial, retail).
I have significant experience in Multifamily, whether it be acquisitions, bridge lending, construction lending, and permanent lending with Fannie, Freddie & HUD.
I formerly worked for the sixth largest bank in the country and have helped develop all internal real estate models that have since been adopted bank wide.
My day-to-day responsibilities consist of extensive market research, building cash flow models, debt models, waterfall models, evaluating rent comps, evaluating sales comps, determining appropriate sales price, building unit mix tables, and writing and presenting memos to all applicable deal team members.
In my current role, I focus on originating real estate loans for all property types with a focus on multifamily and manufactured housing through Fannie/Freddie/HUD loans.
I have become an expert in my field and am willing to take on all tasks related to the closing of real estate acquisitions or financing.
Financial Modeling
Financial Analysis
Financial Projection
Real Estate
Finance
Real Estate Acquisition
Real Estate Financial Modeling
Real Estate Investment Assistance
Market Research
Cash Flow Modeling
Real Estate Financial Model
Underwriting
Financial Model
Alberto M.
Los Angeles, California
$95/hr
5.0
42 jobs
Hi, I’m Albert, a senior finance leader who helps startups and growing businesses install a modern finance function without hiring a full-time team.
I operate as a fractional CFO + FP&A lead + finance systems builder, bringing structure, automation, and decision-ready insight to companies that have outgrown basic bookkeeping but aren’t ready for multiple finance hires.
I have 10+ years of experience spanning:
• Leading FP&A and strategic finance at Amazon
• Building finance functions from scratch at startups and SMBs
• Designing automated reporting, dashboards, and forecasting systems used by executives to make real decisions
My edge is not just analysis — it’s implementation. I don’t hand over slide decks. I build finance systems that work from day one.
Most teams struggle with some combination of:
• Numbers they don’t fully trust
• Manual spreadsheets that don’t scale
• Forecasts disconnected from actuals
• No clear monthly finance rhythm
• Leadership making decisions without clean visibility
I fix this by designing and running a lightweight but powerful finance operating system tailored to your business.
What I Deliver:
Finance Foundation & Oversight
-Clean, GAAP-aligned financials and accounting oversight
-Revenue recognition logic (SaaS, services, usage, hybrid)
-Monthly close review, variance analysis, and executive summaries
Automated Reporting & Dashboards
-Live dashboards for Finance, Ops, and Execs (Power BI, Retool, Sheets)
-KPI definitions and single source of truth
-Replacement of manual, error-prone reporting
FP&A, Forecasting & Modeling
-Company-wide operating models and cash runway tracking
-Scenario planning and sensitivity analysis
-Investor, lender, and board-ready financial models
-Pricing, unit economics, and ad-hoc deal modeling
Process Design & Executive Cadence
-Budget vs. actuals frameworks
-Monthly business review (MBR) structure
-Clear ownership across finance and operations
Executive Communication
-CFO-level insight translated clearly for founders and leadership
-Ability to work seamlessly with CEOs, operators, junior analysts, and external accountants
Tech Stack: Excel | Power BI | SQL | Retool | QuickBooks | Tableau | Google Sheets | Python
I choose tools based on speed, clarity, and scalability, not buzzwords.
Engagement Model
While I occasionally support clearly scoped projects, my best work is done through monthly fractional engagements, where I act as an embedded finance partner and system owner.
This approach gives you:
• Predictable cost
• Ongoing strategic support
• Continuous improvement instead of one-off analysis
If you’re looking for more than spreadsheets, and want a finance function that actually scales with your business, let’s connect.
I’m happy to start with a short conversation to understand where your finance stack is breaking and how to fix it.
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