Whether you’re new to real estate or more experienced, we have years of experience helping investors like you make sound decisions.


During our initial consultation, we’ll work to understand your objectives and financial goals so we can locate the right properties to help you achieve them.

Some of our clients focus on established, high-demand neighborhoods with properties in prime condition, while others prioritize up-and-coming neighborhoods with great potential. Wherever you fall in that range, we can help. We’ll have a conversation to find out what’s right for you in terms of timing, cost, and your desired return on investment. Here are the basic steps:

Application & Pre-approval

We can help you connect with a reputable lender or advise you about anyone you have in mind. Applying for and gaining pre-approval for a mortgage puts you in the best position as a buyer. Once you find a property and your offer is accepted, you’ll have your loan approval and necessary documents in place to close on time.

Touring Properties

Based on what we learned during our first consultation, we gather a selection of active listings that fit your needs and preferences. We preview these with you and ask for your feedback to decide which ones we should visit together. We like to include a range of properties — some that meet all or most of your requirements and others that could potentially be a good fit. Typically, we take a few hours for this first tour, and it tends to be a great learning experience for both of us. By hearing your reactions, we can refine our understanding of what the right home for you looks like.

We keep in close contact and keep sending you listings that suit your preferences and needs. Whether this process takes weeks, months, or even a year or more, we’re committed to partnering with you until you an investment property that suits your goals. This is your decision and we’ll help you get there, whatever it takes. 

Making an Offer

Once you find a home and decide to make an offer, we guide you through the process. First, we run a detailed market analysis to come up with an offer price that is fair yet competitive. We also walk you through the contract step-by-step so that you understand all of the terms, any contingencies on the sale, and your obligations as a buyer.

Acceptance of the Offer

We communicate on your behalf with the seller and negotiate any counteroffers as needed. Once you and the seller come to an agreement, we provide a checklist of action items you need to complete and by what date, relative to any contingencies on the sale. We support you through the process to make sure everything gets done on time.

Home Inspection

We can help you find a professional home inspector who is trained to find any problems or issues with a property. They walk you through every part of the home — from roof to basement and everything in between, as well as the exterior — to identify any issues or concerns. The inspector issues a detailed report that we then use as the basis for another conversation with the seller. We negotiate with them about any repairs they need to make or funds you’ll need to manage them yourself. We can advise you on the best strategy for your situation.

Transaction Management

After your offer is accepted, we collaborate with the listing broker, loan officer, and title company to ensure the transaction is managed to meet all deadlines. We help you understand the conditions your lender has given you to complete your application for final funding. We will also facilitate all inspections. Prior to closing day, we’ll conduct a walkthrough and make sure the home is in the same and agreed-upon condition. On closing day, we’ll do the final walkthrough and then head over to the closing table to sign the loan documents and receive the keys.

Preparing Your Property

We also can help with referring you to contractors you may need to make any needed repairs or desired upgrades before listing the property.

What I liked most about Shauli David is that he is honest and gives you the right advice regardless of whether it helps him close the deal.”

—Client Testimonial

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Shauli David