When a Client’s Real Estate Decision Is Part of a Larger Financial Plan
For CPAs · Estate & Trust Attorneys · Wealth Managers
Analysis-driven representation that supports your counsel and never competes with it.
Before real estate, I spent 17 years with Northrop Grumman, a Fortune 75 defense contractor, in IT and finance, and I hold a finance degree. I approach every property as an analyst would: its value, its carrying cost, and the net proceeds your client will actually receive. You provide the counsel; I provide numbers you can rely on, and I keep you informed from the first conversation through closing.
Situations I Handle
CPAs
Sale timing coordinated with tax planning, 1031 exchange dispositions and replacement-property searches, entity-owned property (LLCs and partnerships), and net-proceeds analysis before your client commits.
Estate and Trust Attorneys
Estate and trust sales, representation for out-of-state heirs, date-of-death and current market value opinions, coordination of clean-out and pre-sale repairs, and consistent communication with all beneficiaries.
Wealth Managers and Family Offices
Discreet acquisitions and dispositions, private off-market sales, investment analysis (cap rate, cash flow, hold versus sell), underwriting and feasibility analysis on acquisitions, and land acquisitions for development, including a $3.5M Northeast Austin site, under NDA when required.
How I Work with Advisors
- You contact me by phone or email with the circumstances. I will not contact your client without your approval.
- I provide you a written valuation or net-proceeds analysis first, so you review the numbers before your client does.
- You are copied on every milestone, and your advice remains your own. I do not provide tax or legal opinions.
- At closing, you receive a one-page summary for your file.
What You Can Expect
If a client is weighing a real estate decision, a brief conversation will tell you whether I am the right fit. There is no cost or obligation.
Call: 512-820-2192Email mdashby@jbgoodwin.com
David Ashby · JB Goodwin REALTORS · TREC License #668161
