Expert Real Estate Finance Consultants

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

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I'm a seasoned freelance copywriter and content strategist who enjoys writing for large publications as well as startups, small to medium sized businesses, and Fortune 500 companies. You can find my work on a variety of publications and company websites, such as: -Forbes Health/Small Business -Angi -BHG Financial -CNN -Newsweek -LendingTree -U.S. Chamber of Commerce -Credit Karma -Experian -Earnest -Business Insider -Freedom Debt Relief -Nav -Rocket Mortgage -PolicyGenius -American Express -San Francisco Gate -Madison Trust/Broad Financial -OneMain Financial -Point.com -ClearChoice Dental -Roto-Rooter -Realtor.com -Insurify Learn more at https://annabaluchcopywriter.com/ or send an email to annabaluchwriter@gmail.com to discuss your project!

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I help home buyers, homeowners, and investors understand market trends, mortgage options, and building considerations so they can make confident, informed decisions about real estate.

Email: jeff@northcoastfinancialinc.comWebsite: https://www.northcoastfinancialinc.com/Experienced Lender with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Search Engine Optimization (SEO), Negotiation, Microsoft Word, Sales, and Real Property.

Recognised in the top 1.5% Nationwide, I am a luxury real estate specialist with Christie’s International Real Estate Sereno, serving Silicon Valley’s premier neighborhoods. I work with affluent buyers and sellers throughout the bay area, offering expert guidance on pricing strategy, market timing, and positioning high-end properties for maximum value. My negotiation expertise is the foundation of the results I deliver. I pride myself in being a trusted resource on luxury real estate trends, buyer behavior, and the evolving Silicon Valley housing market.

I leverage SEO strategy, creative copy, and content production to engage audiences in meaningful dialogue. A proven track record in using commercial media to tell stories that drive organic traffic and convert leads.Former culture and wellbeing writer, current property and finance editor using copywriting and digital marketing to keep the leads coming @ Clifton Private Finance.See CliftonPF: https://www.cliftonpf.co.uk/My culture & beauty writing: https://inspohut.com/Over 10 years' blogging experience, consistently viral on Pinterest, and background in creating content for large organisations. Avid researcher and enthusiastic about digital curation, I make quality content that's people-centric

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Alberto Gonzalez is a real estate strategist, investor, and founder of Investahaus, where he structures acquisitions, creative financing solutions, and exit strategies for property owners and investors. His work sits at the intersection of real estate, capital strategy, and emerging technology. With a background in marketing and construction, Alberto brings both market psychology and asset-level discipline to his analysis. He has participated in real estate tokenization initiatives and is formally educated in blockchain applications for property ownership, giving him a forward-looking perspective on how digital infrastructure is reshaping real asset investment. As a licensed real estate professional and active investor in Florida, he provides insight on distressed inventory trends, creative finance, business exits, regulatory shifts in wholesaling, and the evolution of real estate into programmable assets. Alberto is available to the media for commentary on housing market dynamics, alternative financing structures, tokenization of real estate, and the future of property investment.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Find a way to win or find excuses for losing.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

Akash Gola is a seasoned Real Estate Consultant and the founder of Royal Residencies, a premier real estate advisory specializing in luxury residential developments, high-yield asset acquisitions, and market positioning across North India's prime corridors, including Gurgaon and South Delhi. With deep expertise in luxury sky villas, low-density architecture, master-planned developments, and resort-style amenities, Akash provides strategic guidance to high-net-worth individuals, real estate investors, and homebuyers. His advisory approach focuses on evaluating true fair market values, unearthing hidden transaction dynamics, and analyzing micro-market trends beyond basic public records. As an active real estate contributor and industry voice, Akash regularly provides commentary on luxury housing trends, real estate valuation models, property technology, and growth strategies across major infrastructure hubs like the Dwarka Expressway and South Delhi prime markets. Key Media & Thought Leadership Topics: - Luxury & Ultra-Luxury Real Estate: Emerging architectural trends, resort-style living concepts, low-density sky villas, and beachfront developments. - Property Valuation & Investment Analysis: Navigating opaque transaction data, public deed vs. actual sale price nuances, and identifying growth corridors. - Buyer & Market Strategy: Micro-market ROI audits, developer positioning, and advisory for high-net-worth real estate portfolios.

Ateis Patrimoine est un cabinet parisien de gestion de patrimoine reconnu pour son excellence et son indépendance. Grâce à des accréditations parmi les plus exigeantes du secteur, nous vous garantissons un accompagnement totalement objectif et personnalisé. Chaque conseiller Ateis Patrimoine est certifié CIF, COSB, COA, détient la carte T et possède toutes les compétences juridiques nécessaires. Cette expertise complète nous permet de figurer parmi les rares cabinets français capables de travailler en véritable architecture ouverte, en sélectionnant pour vous les solutions les plus performantes du marché. Nos conseillers disposent en moyenne de 15 années d’expérience acquises au sein de grands cabinets et établissements bancaires français. Notre démarche est simple : analyser votre situation, comprendre vos ambitions, puis vous présenter des stratégies sur mesure, transparentes et réellement adaptées à vos objectifs. Nous vous guidons ensuite dans la mise en place des meilleures solutions pour optimiser durablement votre patrimoine. Avec Ateis Patrimoine, bénéficiez d’un conseil premium, indépendant et intégralement conçu pour vous.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

James is a CPA, IRS Enrolled Agent, and Tax Resolution Specialist at CanvaTax (canvatax.com), where he helps individuals and businesses resolve complex tax issues including IRS debt, back taxes, and penalty relief through programs like the IRS Fresh Start Initiative. With hands-on experience navigating IRS negotiations and tax compliance, James provides practical, results-driven guidance to clients facing financial uncertainty.

Commercial finance broker specializing in SBA loans, business term loans, lines of credit, equipment financing, and real estate investment lending (DSCR, fix-and-flip, new construction). I work with business owners across the U.S. to match them with the right financing based on their credit profile, revenue, and timeline. Based in Austin, TX. My clients range from startups building business credit to established companies doing multi-millions a year. I've structured deals across 50+ lender programs and can speak to the real qualification requirements, common mistakes, and how the broker model actually works versus going direct to a bank or online lender.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.