Featured Real Estate Portfolio Managers Experts

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

With over 15 years in New York City’s luxury real estate market, Mukul “Micky” Lalchandani, managing broker of Undivided, specializes in modern luxury condominiums and new construction properties. Since 2022, Micky and his team have assisted over 130 clients, saving them more than $5.7 million. His clear communication and personalized service ensure clients feel confident throughout the buying process. By identifying exclusive listings, including off-market opportunities, and efficiently managing transactions, Micky allows clients to focus on their personal and professional commitments. Micky’s dedication to excellence is evident through his numerous accolades, including: • Certificate of Entrepreneurship from Goldman Sachs 10,000 Small Businesses - NYC, 2024 • RealTrends “2023 Best Real Estate Professional,” ranked #56 in Manhattan & #134 in New York State • Level Group’s “Creative Steward Award” in 2018 • USA Property Awards’ “Best Real Estate Agency Marketing” for 2016-2017 • Featured agent on HGTV’s “House Hunters” Micky is also a distinguished speaker on real estate marketing, sharing his expertise at industry conferences and contributing to top publications. Additionally, he is a content creator on YouTube, where he shares exclusive property tours, neighborhood spotlights, and insider tips to help you find your perfect home. He has over 40,000 subscribers and uploads weekly videos packed with actionable advice to stay ahead in the competitive luxury real estate market. Holding a Bachelor’s in Business Administration from Boston University and LEED accreditation, Micky is committed to eco-friendly building practices. As an active member of the Real Estate Board of New York (REBNY) and the Asian Real Estate Association of America (AREAA), he stays current on industry trends and best practices.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

I work with you and your family to build your portfolio and develop a stable recurring income for your lifetime and that of your loved ones.We try to make that income tax efficient, so that we have as much after-tax income in your pocket to provide you with a comfortable retirement. For your non-registered monies, we generate tax preferred income through Canadian dividends that receive the dividend tax credit.As an example, there is a family I work with that receives about $100,000 in Canadian dividends every year from their joint account. Of this amount, $50,000 is taxed in each spouse's tax return along with their RRIFs and government pensions. As such, they pay very little taxes and have almost all of that income for their living needs. The dividends are of Canadian companies that are common shares and preferred shares. The common shares are of large dominant businesses with stable earnings enough to fund the dividends; like banks, telecoms, pipelines/utilities, insurance companies, etc.These companies are the type that clients are generally very comfortable with holding. Although the common share prices can fluctuate up and down through time, they have typically paid dividends for more than 50 years and are ones I feel can continue to pay well into the future. In addition to common shares, we hold higher quality Canadian preferred shares to generate tax preferred income and stability to your portfolio.We structure your personal investments to act like a pension. We use a fund to hold up to a year of cash needs. From this fund we take regular monthly withdrawals and automate transfers to your bank account every month. We then scoup up the dividends to top up the fund.As we want you to have a well diversified portfolio, we hold bonds and foreign stocks in tax registered accounts, like an RRSP, RRIF or TFSA.I do more than just managing investments. I provide estate planning to make sure your estate will pass to your spouse, children and other loved ones in a tax efficient way. And through financial planning, we want to make sure your financial situation doesn't get derailed if "life happens".The biggest value some say I provide, is that you and your family have someone who is experienced and knowedgeable in financial matters to help you, your spouse and children (especially after you have passed away) throughout your lives.I look forward to hearing from you:Office Tel: 604-288-2083Toll free: 1-855-855-9267 Extension 2Office Email: steve@lycosasset.comKindest regards,Steve Nyvik, BBA, MBA, CIM, CFP, R.F.P.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I understand that your financial success is the result of hard work, dedication, and…

I’m the founder of a boutique real estate marketing agency based in Toronto, dedicated to helping builders and property developers elevate their properties and stand out in a competitive market. With years of experience in marketing, I specialize in crafting tailored marketing strategies that drive visibility, engagement, and sales. Whether you’re launching a new condo development, selling a luxury home, or leasing commercial space, I bring the tools, tactics, and expertise to help you make a powerful impression.

Desiree Russo is a Partner and Senior Vice President of Portfolio Operations at MasonMade Ventures, where she drives operational excellence across the firm's portfolio of critical infrastructure companies. With nearly two decades of experience in construction and facilities management, Desiree brings extensive expertise in scaling processes, managing operations, and delivering best-in-class service to clients nationwide. Before co-founding MasonMade, Desiree served as Partner and Vice President of Operations at CS Hudson, where she was instrumental in streamlining workflows, exceeding client expectations, and developing internal talent. Earlier in her career, she advanced steadily through leadership roles at a facility management company—starting as a Client Team Manager and ultimately becoming Director of Client Services. She began her professional journey at Empire Facilities Management Group, rising from Coordinator to Supervisor to National Account Manager. Desiree attributes her career growth to a strong work ethic, a focus on operational efficiency, and a people-first leadership philosophy. As a female leader in a historically male-dominated industry, Desiree is known for breaking norms and modeling an inclusive, collaborative. Her leadership is characterized by humility, active listening, and a commitment to continuous improvement—for individuals, teams, and the businesses she helps to scale. She is a two-time recipient of the Circle of Excellence Award, recognizing her consistent impact in building high-performing teams and lasting client relationships.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

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.

Chicago real estate investor and manager. Extensive project management skills gained from 15 years managing major engineering and construction projects. Kellogg MBA in Real Estate and Finance, Certified Project Management Professional, Licensed Real Estate Managing Broker.

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,

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Organizational Development | Strategic Planning | Operations Development, Management & Organization | Market Analysis & Penetration | Customer Service | Team Development | Service Training | Coaching | Facilitator | Local Business Marketing | Real Estate Marketing | Graphic Design | Social Media Marketing | Brand Management | Website SEO/SEM Activities | Experienced in Abode Creative Suite, Photoshop, Illustrator, Lightbox, InDesign, Microsoft Windows, Office, Word, Access, Excel, Power Point, Publisher & Word Perfect, Visual One, Clairvoyix and Clients & Profits, Salesforce | Four years of Spanish Language Exposure | Certified in Steven Covey’s Seven Habits to Highly Effective People Seminar | NC Real Esate License

Overseeing SimpleCITI Companies 17 operating and holding entities, including SimpleEQUITIES(PE CRE), NovelEQUITIES (Hybrid Securities), SimpleADVISORY (Regulatory Compliance). Driving value-unlocking innovation in real estate, advisory, and asset management, fostering institutional-grade excellence. Prior, built a vertically integrated CPG powerhouse with 1,700 employees, 22 facilities, and a global reputation for quality, regulatory compliance, and operational excellence.

Blue Diamond Rentals provides personalized property management services offering real-time property information for our real estate investors. If you have investment properties or are looking to invest in property, we can help! We can give you a free home analysis to include rental value, maintenance costs, and cost effective repairs if needed. We are always available by phone 24/7 at 760-230-0673. We service North County San Diego, CA. Visit us at www.bluediamondrentals.com

Proven Track Record of Scaling Social Focused Campaigns consistently past 8-figures…

Geetu Sharma is the Founder and Portfolio Manager of AlphasFuture LLC, an investment firm offering equity portfolios and solutions to individual, HNW and Institutional clients. Geetu Sharma is also the Co-Founder and Chief Investment Officer of 95 Impact Partners, the General Partner of 95 Impact ESG Fund. Geetu Sharma serves as a Member of the Board of Trustees of The Blake School. She also serves as the Chair of the Investment Committee and as a member of the Governance Committee of The Blake School.Geetu earned her MBA (with Distinction) from London Business School, UK.