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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, reliability 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.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

⭐⭐⭐⭐⭐ "Exactly what we needed for our investor presentation... saved us weeks of work." — Recent Denver Developer. I help Multifamily and Townhome GPs and Syndicators take messy property data and turn it into a lender-ready pitch deck in 24 to 48 hours. I don't just 'design slides'—I act as your Pre-Underwriter. I recently helped a GP re-underwrite a 36-unit acquisition, normalizing expenses to 35% to secure a 1.30 Day 1 DSCR for an 85% LTC bridge loan request. If your deal needs to be lender-ready in the next 48 hours, message me now

➡️ 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.

Detail-oriented AI Operations Specialist with experience in AI evaluation, administrative support, and business operations. I bring a strong background in managing complex workflows, maintaining accuracy, and keeping projects organized from start to finish. As the owner of a successful e-commerce business, I’ve managed daily operations, inventory, customer communications, scheduling, documentation, and process improvements while consistently meeting deadlines in a fast-paced environment. I also have experience evaluating AI-generated content with a focus on quality, consistency, and attention to detail. My strengths include project coordination, process optimization, communication, problem-solving, data management, and organization. I’m proficient with Microsoft Office, Google Workspace, and quickly adapt to new software and tools. If you’re looking for someone who is dependable, proactive, and committed to delivering high-quality work, I’d love to help your team succeed.

Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during 20 years. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Extensive underwriting experience in multifamily, industrial, retail, and residential home development, including the use of Anthropic, Grok, and ChatGPT. Have developed numerous loan and equity feasibility packages for lenders and investors.