Hire the Best Real Estate Financial Models Freelancers in California

ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

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.

✦ MY TRACK RECORD I’m a founder-turned-consultant with 18+ years of experience building and advising startups across industries. I’ve walked the founder path myself launching, scaling, and exiting a business so I know what it takes to turn vision into traction and raise capital from serious investors. To date, I’ve partnered with over 330 startups (and many more through referrals), helping them go from pre-seed to Series C and beyond. Whether you're refining your story for angels or preparing to pitch top-tier VCs, I can help you get there with clarity and confidence. I’ll take you through my refined, step-by-step process to build compelling investment materials that will secure funding and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy in Ross, California in Nor Cal's Marin County within the Bay Area. ✦ CORE OFFERINGS Pitch Decks Investor-ready content and clean, modern design in Google Slides, Keynote, or PowerPoint. Executive Summaries (1-Pagers) Concise and compelling—perfect for cold outreach or investor intros. Sales Presentations Win deals with pitch-perfect decks for clients and partners. Business Plans Investor-grade plans in Google Docs or Word—detailed, structured, and clear. Financial Models Fully editable Excel models with 5-year projections, breakeven, cash flow, balance sheet, and more. Fundraising Support Custom investor list curation, outreach strategy, and fractional support managing the raise. ✦ WHO I WORK WITH I’ve supported startups in: AI • SaaS • Consumer Goods • B2B Tech • Fintech • Real Estate • Edtech • Health & Wellness • Fashion • Adtech • Legal Tech • Media • Hospitality • Aerospace • Life Sciences • Biotech • Crypto • Biotech • Blockchain • Insure-tech • PropTech • Cybersecurity • GovTech • E-commerce/DTC • Creator Economy • Marketplaces • Telemedicine / Digital Health • Food & Beverage • Transportation / Mobility • Gaming • Logistics & Supply Chain ✦ DELIVERY TIMELINES Pitch Deck (content and design): 3 weeks Deck + Financial Model: 3 weeks Full Package (Deck + Model + Plan): 6 weeks Executive Summary / 1-Pager: 7 days ✦ WHY CLIENTS HIRE ME ✔️ Former founder who gets it ✔️ Extremely organized and detail-oriented ✔️ Great communicator and listener ✔️ Process-driven and deadline-oriented ✔️ I make your raise easier, faster, and more effective ◼️ MY EDGE Work with an expert (330+ projects on Upwork) Receive investor-ready material Save time and headache A proven process that works Easy to work with ◼️ TESTIMONIALS "The best freelancer on Upwork—Peter and his team crushed it!" "Brilliant, professional, and responsive. I highly recommend working with him!" "Peter helped us raise capital with materials that investors consistently praised." Let’s talk!

I help business owners and leadership teams turn messy financial and operational data into clear, decision-ready models. I’m a finance & operations consultant with 10+ years of experience building custom Excel models for real businesses - not generic templates. I can help with financial modeling, budgeting, forecasting, cash flow planning, scenario analysis, pricing tools, QuickBooks/CSV reporting cleanup, and management dashboards. I’ve worked across industries including real estate, construction, retail, travel/events, SaaS, and service businesses. My models are Excel-based, well-documented, and built so clients can actually use and update them after handoff. Tools: Excel, Google Sheets, QuickBooks, Power BI, dashboards, advanced formulas.

Three decades in real estate and $22B+ underwritten across 38K residential units, 1.4K hotel keys and 13.5M commercial SF reinforce a simple belief: the best investment decisions emerge when strategy, underwriting, modeling and diligence operate as one system. Strategy sets direction. Underwriting defines the logic. Modeling expresses it. Diligence confirms it. Clients bring me in when they need faster, clearer decisions tied to this unified chain — including integrating or validating AI‑generated assumptions within real‑world underwriting, modeling and diligence logic. I plug in wherever needed, but many engage me through modeling because it’s the clearest expression of the judgment behind acquisitions and development execution. My background spans institutional underwriting, advanced Excel modeling, and a tech‑aware foundation shaped through early IT roles, GE Six Sigma A&D‑focused Policies & Procedures initiatives, CRM workflow development for post‑GFC SFR platforms, and proptech collaboration on AI‑native homebuilding, underwriting, site planning and diligence systems. Decades across cycles, asset classes and capital stacks have shaped the pattern recognition that makes plugging in wherever needed both natural and efficient — the earned versatility that drives clarity, efficiency and repeatability. Select transactions are included in the Notable Projects PDF in the Portfolio section. ✅ 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 — Platform Direction ▪︎ Investment thesis development ▪︎ Portfolio strategy & construction ▪︎ Fund‑scaling & platform design ▪︎ Market selection & pipeline strategy ▪︎ Capital structure alignment ▪︎ Feasibility & assumption validation 𝗘𝗡𝗚𝗔𝗚𝗘𝗠𝗘𝗡𝗧 𝗙𝗥𝗔𝗠𝗘𝗪𝗢𝗥𝗞 (𝗨𝗻𝗱𝗲𝗿𝘄𝗿𝗶𝘁𝗶𝗻𝗴 ➝ 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 ➝ 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲) ✅ 𝗨𝗡𝗗𝗘𝗥𝗪𝗥𝗜𝗧𝗜𝗡𝗚 — Deal Logic ▪︎ Assumption design & scenario architecture ▪︎ Proof-of-concept / Business plan feasibility ▪︎ Risk framing & constraints ▪︎ Capital structure logic ▪︎ Deal‑level decision frameworks ✅ 𝗠𝗢𝗗𝗘𝗟𝗜𝗡𝗚 — Logic in Motion ▪︎ Institutional‑grade rigor informed by mixed‑use, land and public‑private transactions ▪︎ Workflow & decision‑logic modeling for proptech ▪︎ Project‑level modeling (IRR/EM sensitivities, monthly DCFs, budgets, exit/refi timing, multi‑loan structures, JV/GP waterfalls) ▪︎ Fund & portfolio modeling (pipeline simulation, deal engines, multi-class distributions, fee mechanics) ▪︎ Sensitivity & scenario analysis ▪︎ Advanced Excel (VBA, structured tables, conditional formatting) via proprietary templates or integrated into client workflows ✅ 𝗗𝗜𝗟𝗜𝗚𝗘𝗡𝗖𝗘 — Reality Check ▪︎ End‑to‑end execution ▪︎ Structured checklists & workflows ▪︎ Assumption validation ▪︎ IC‑ready memos, decks & investment packages ▪︎ AI‑assisted diligence logic ▪︎ Decision‑support for early‑stage operators 🧩 𝗔𝗦𝗦𝗘𝗧 𝗧𝗬𝗣𝗘𝗦 / 𝗨𝗦𝗘 𝗖𝗔𝗦𝗘𝗦 ▫️ Mixed-Use ▫️ Land Dev (Greenfield / Brownfield / PPP) ▫️ Homebuilding (Production / Modular / BTR) ▫️ Single-Family Rentals ▫️ Apartments (Core / Value-Add) ▫️ Condos ▫️ Commercial Campuses ▫️ Office ▫️ Industrial ▫️ Retail ▫️ Self-Storage ▫️ Hospitality ▫️ Portfolios / Funds 🌎 𝗥𝗘𝗚𝗜𝗢𝗡𝗔𝗟 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 CA (SF Bay Area, Southern California), AZ, FL, GA, ID, IL, MO, NC, NE, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA 𝙄𝙛 𝙮𝙤𝙪 𝙣𝙚𝙚𝙙 𝙨𝙚𝙣𝙞𝙤𝙧‑𝙡𝙚𝙫𝙚𝙡 𝙟𝙪𝙙𝙜𝙢𝙚𝙣𝙩 — 𝙘𝙡𝙚𝙖𝙧 𝙡𝙤𝙜𝙞𝙘, 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚𝙙 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙙𝙚𝙘𝙞𝙨𝙞𝙤𝙣‑𝙧𝙚𝙖𝙙𝙮 𝙤𝙪𝙩𝙥𝙪𝙩𝙨 — 𝙄 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙢𝙤𝙫𝙚 𝙛𝙤𝙧𝙬𝙖𝙧𝙙 𝙬𝙞𝙩𝙝 𝙘𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙘𝙚.