- Lender and financing options & referrals
- Market review
- Long-term goals v. current needs discussion
- “Must haves” inventory
- Investing in Real estate as an asset
- Matching areas & neighborhoods to buyer goals
- School ratings
- Investor support and services; 1031 exchanges

- Review of new listings curated to your needs
- On and off market opportunities
- Assessment of the home’s value and potential
- Personalized showing tours (in-person or virtual)
- Unbiased, no-pressure showings
- Estimated repair/renovation evaluation prior to placing offer
- Valuation of what you’re buying compared to local market

CONTRACT–TO-CLOSE
- Negotiation strategizing
- Track dates and important deadlines
- Home condition resources: inspections, quotes & repair estimates
- Utilities and services contact list
- Moving resources
- Complimentary interior design consultation
- Consultation with remodeling contractor (if needed)
- Access to Project Management for renovations and repairs

