For you, the Portfolio Perspective Realty Net Worth buyer:
Take the online Buyer Interests Survey and to clarify your needs & how we can assist. (printable format). We’ll use this as a QnA starting point to be able to help you walk & think though the process. For an even Higher Level Of Service, Your NetWorth Vision is recommended too.
Client-buyer perks like a ‘concierge provider’ packet is available on most >$250k principle resident purchases.
- Up-front retainer & agreement required: (eg: concierge services such as year end tax filing, etc), up to a $1000 value!
- Up-front retainer, as-we-go invoicing & agreement required. (eg: up to 25% of our brokerage fee available for concierge services such as year end tax filing, etc), possible $1875 and up in value!
Links active for clients with an account:
How to use the search app. | Sample properties from Buyer Servicing
Are you ready to shop with proof of funds or property listed with us? Then let’s brainstorm. ~ Still want to tour properties, do some ‘window shopping’? A modest retainer with our agreement gets you going + gives you free perks, w/ retainer applied at closing.
- Tools Matter:
- Want total access to the files? Private Online Portal: YourSpace24/7 is in fact your own online portal, a 24/7 file cabinet. Access your file anywhere so we can work together no matter where you and yours are at.

- Like to stay informed? Love them or ignore them. Postings re: What to expect next, searches, valuation comps, tax data & research, mortgage & inspection activity, offers, disclosures, feedback, emails from others, maps, photos, etc – we share – all right there!
- Years of experience. Is that of value to you? Walk thru the transaction with someone that’s owned homes since age 20, rehabbed, rented, build ground up, and negotiated situations that scare off most. About.
- “Buy Down” fee REBATES AT CLOSING available!

- Want total access to the files? Private Online Portal: YourSpace24/7 is in fact your own online portal, a 24/7 file cabinet. Access your file anywhere so we can work together no matter where you and yours are at.
- Ask my how to get a potential reduction in:
- Transfer Taxes
- Title Insurance
- Property Taxes &
- Income Taxes ………. simply by HOW the transaction is structured. Many times we’ve seen “sales agents” make great ‘sales’ but cost the property owner thousands in lost income tax/property tax/ etc…simply by taking the “fill in the blank – default” path.
In my 4+ decades of experiences. I’ve:
- Owned it
- Brokered it
- Built them
- Rehabbed them
- Rented them out

- Managed residential
- Managed commercial
- Successfully property tax protested
- Set up corporate and LLCs for clients investing in them
- Studied the history and rehabbing of them
- Screened nationwide referrals for clients of it
- And filed thousands of income tax returns for clients who bought, sold, flipped, rented, subdivided, and invested in them (properties).
Working on dad’s investments as a kid, getting my own in college, I’ve ‘been there/ done that’. Questions don’t scare me if you say ‘move a wall, deal with a tenant’, or ‘save on taxes’. I’m honored to serve you different … better.
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