Expert Real Estate Finance Consultants

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 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

I am a finance and real estate professional with a diverse background. I leverage my MBA from Case Western Reserve University and my corporate experience in banking and treasury to provide an elevated experience to my real estate clients. Prior to real estate, I spent almost 20 years in commercial banking and corporate treasury. I ended my corporate finance career as an Assistant Treasurer of a publicly traded oil & gas company in Houston. Having worked as a REALTOR in Ohio, California and Texas has allowed me the opportunity to work with a diverse group of people and learn how to tailor my services to the individual in a unique way. I bring a lot of energy and enthusiasm to my work so my clients can feel educated throughout the process of buying, selling or financing their home. I currently hold an active real estate salesperson license and a mortgage loan originator license in Ohio. .

Real estate investing industry expert and digital strategist.Investing | Investor…

I'm a seasoned real estate Investor and a licensed real estate agent who has been investing in residential and commercial properties for over a decade. Over the years, Eyal has seen how challenging and stressful it can be for a homeowner to sell his home quickly the traditional way.

Expertise in Consumer Finance, Marketing, Real Estate, and E-commerce. Outstanding communication and interpersonal skills, which develops productive working relationships with individuals at all levels. Dedicated and motivated manager, who easily manages individuals and teams to produce optimum results. Strategic and analytical with experience developing and executing marketing plans, and managing digital and social media production. Creative writer with expertise in developing copy material, press materials, scripts, and content. Strong financial skills in managing P& L. Specialties: real estate, contract negotiation, banking and finance,marketing, merchandising, e-commerce,mortgage sales, recruiting, copy-writing,

Some people list houses. Hilary Schultz builds solutions. With over 20 years in the industry as a licensed Realtor in Texas and Florida, she helps homeowners sell with confidence—whether through a fast and fair cash offer, a carefully structured listing, or a creative financing strategy. She and her husband operate a portfolio of real estate companies that cover every stage of the home-selling process. From acquiring and renovating distressed properties to managing long-term investments, their businesses are designed to create value while giving sellers real options. Hilary understands that no two home sales are alike, which is why she takes a problem-solving approach to every transaction. Her expertise in market trends, negotiations, and deal structuring allows her to help homeowners find the best path forward—quickly, efficiently, and with real financial results.

Senior Managing Legal Director for Dell's Enterprise Sales Legal Group. Some of my unique strengths are: (1) leading global legal teams, and (2) simplifying complex issues. I also have a strong business background having founded several businesses.

John T. Patton is a business school graduate of St. John’s University in New York City and has lived and worked in Florida for over 36 years. He began his real estate career in 2006 as a real estate auctioneer with one of the most established auction firms in the United States. During that time, John worked closely with real estate developers, banks, and homeowners, helping them market and sell properties using the accelerated auction method. When the housing market stabilized in 2010, John transitioned out of the auction industry and began acquiring bank-owned properties and single-family homes directly from homeowners. He also oversaw the acquisition, renovation, and leasing of both single-family and multifamily properties for a regional rental housing company specializing in clean, professionally managed, and affordable housing across South Florida and Toledo, Ohio. John holds an active real estate license in the State of Florida and is a proud member of the Central Florida Real Estate Investors Association (CFRI) and the Dade Real Estate Investors Association (DREIA). He is passionate about helping individuals and families overcome personal or financial challenges by providing fast, effective solutions to sell their homes. Whether you’re facing a difficult situation or simply ready for a change, John is committed to helping you sell your property and move forward with confidence.

As the broker of Alumbra Properties, Miriam Valencia seamlessly blends extensive real estate expertise with a background in psychology, empowering her journey in the industry. Her marketing approach subtly attracts clients and consistently delivers impressive results, earning her well-deserved recognition, including various real estate awards. Beyond accolades, Miriam shares her insights on podcasts and international panels, solidifying her industry reputation. Her dedication extends to guiding her brokerage with a wealth of knowledge and a steadfast commitment. Miriam Valencia isn't just a broker owner; she's a dedicated guide in real estate, both for her clients and her team.

Brett Sherman is a seasoned real estate professional with extensive experience in luxury residential sales in Miami. As a skilled negotiator and strategist, Brett is dedicated to delivering exceptional results for his clients, leveraging his deep market knowledge, industry expertise, and innovative marketing strategies. With a proven track record of success and a commitment to excellence, Brett has earned a reputation as one of Miami's most trusted and respected agents.Brett's success is also due to his team of dedicated professionals, who share his passion for real estate and commitment to exceptional service. Together, they provide a comprehensive approach to buying and selling homes, with a focus on meeting clients' needs and exceeding their expectations. With a deep understanding of the local market and a wealth of industry connections, Brett and his team offer a unique advantage to their clients, ensuring a seamless and stress-free real estate experience.

Leo Pond is a Real Estate Advisor with Four Seasons Sotheby’s International Realty, specializing in residential, commercial, and institutional real estate advisory. He brings institutional rigor to local markets, drawing on advanced training and holding a Specialization in Tax, Real Estate, and Alternative Investment Strategies from the University of Illinois Urbana-Champaign. His expertise spans real estate transactions, private capital deployment, and the design of tax-advantaged structures, making him a trusted voice on how capital flows intersect with property markets. In addition to his advisory practice with Four Seasons Sotheby’s, Pond serves on the Boards of Directors for the Rutland Northeast Supervisory Union, the Barstow Unified Union, and The Mentor Connector, where he contributes to community leadership and long-range planning. He also works as a law clerk for a Vermont private practice, adding a legal and compliance dimension to his work. Pond frequently analyzes the impact of tax policy, capital markets, and alternative asset strategies on real estate—from farmland and development land to residential, commercial, and nonprofit holdings. He is often sought out for commentary that connects local market dynamics with broader trends in taxation, financing, and investment strategy, positioning him as a go-to source for journalists covering real estate, finance, and community issues across Vermont, New England, and the broader United States.

I’m a real estate lawyer focused on transactions. My team helps people buy, sell, and refinance their property with confidence.Drawing on my experience as a former Real Estate Broker, I’m building the kind of high-performance legal team I would have confidently referred my clients to.Our mission is to create a seamless experience for homeowners, Realtors, and industry professionals while prioritizing Accessibility, Communication, and Education.I also write The REALTOR Newsletter, a weekly email with clear, actionable legal insights designed specifically for Realtors.Let’s connect if you’re looking for a trusted partner for your next transaction.

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.

Shaun Michael Lewis is the CEO of Clearwater Properties and its award-winning subsidiary Clearwater Montana Properties (Montana's largest real estate brokerage), brings diverse leadership expertise across Real Estate, Brokerage Management, F&B Operations, HR, Technology Management, and Federal Government. From U.S. Navy service and senior executive roles at the Department of Justice and Veterans Affairs to global COO of European coffee chain Cofix, he now leads a premier Mountain West brokerage specializing in recreational, residential, ranch, luxury, and commercial properties. Shaun's global experience includes executive leadership and business development across Russia, Poland, Spain, Kazakhstan, Armenia, Israel, United Kingdom, United Arab Emirates, Estonia, and Germany, plus government/military service in the United States, Japan, and Thailand. A Harvard Business School and University of Washington alumnus and contributor to Forbes, Harvard Business Review, and Entrepreneur, Shaun combines five generations of Montana roots with international business expertise. Shaun served as a National Delegate during the 2016 U.S. Presidential election. Shaun has been interviewed, featured or mentioned in national publications such as Forbes, Fast Company, Business Insider, House Beautiful, MarketWatch, Yahoo, MSN, Bankrate, Zerohedge, Morningstar, The Epoch Times, Realtor.com, World Coffee Portal, and regional publications including the Missoulian, Independent Record, and Great Falls Tribune.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

As a Senior Mortgage Advisor and owner of MacLagan Home Loans, I guide homebuyers, homeowners, and investors through the mortgage process with clarity, confidence, and strategy. Known to many as Alex The Mortgage Doctor, I break down complex lending guidelines into simple, actionable steps so clients always understand their options and feel empowered in their decisions. My background as a real estate investor—having participated in more than 100 renovation projects and building my own rental portfolio, gives me a unique ability to structure loans with both short-term affordability and long-term wealth in mind. I work with first-time buyers, move-up buyers, self-employed clients, and real estate investors, offering everything from conventional and FHA/VA loans to DSCR, fix & flip, and other specialized financing. My mission is to deliver a smooth, strategic mortgage experience rooted in education, transparency, and advocacy. Whether someone is buying their first home or expanding their investment portfolio, I ensure they receive honest guidance, competitive options, and a process they can trust from start to finish.

Gerard “Ged” Ward is a highly accomplished finance broker and founder of Platinum Global Bridging Finance, an award-winning firm specializing in bespoke asset-backed lending solutions for high-net-worth individuals, expats, and corporate clients. With over two decades of experience in international finance, Ged has built a strong reputation for structuring complex cross-border funding solutions, including bridging loans, stock loans, private equity finance, and expat mortgages across the US, UK, and Western Europe. Starting his career as an accountant, Ged transitioned into mortgage and asset finance, where his analytical background and client-first approach set him apart. Under his leadership, Platinum Global Bridging Finance was recognized as a featured Bridging Finance Broker and appeared in IBS Intelligence among leading lending platforms in the US. Ged’s expertise lies in identifying undervalued lending opportunities, negotiating flexible terms for clients, and developing bespoke funding models that preserve liquidity while unlocking growth capital. His approach combines disciplined financial structuring with global market insight, ensuring clients receive intelligent, transparent, and secure finance solutions. Beyond finance, Ged’s background in competitive Thai boxing—where he was ranked sixth in Europe—reflects his tenacity, focus, and drive for excellence, traits that continue to shape his professional success today.