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Agent Credentials

Professional Specialty

My wife and I have been involved in Real Estate since 2008 through renovation and interior design projects. As a team we have helped families take ordinary homes and turn them into their forever homes. During this time I have also built a 15+ year career in Capital Market valuations by working for some of the top tier Banks, Hedge Funds, and Fund Administrators. My focus has been in the valuation of exotic trading instruments but I am now shifting my focus to the real estate market with the goal being to help people navigate the turbulence caused by the 2020/2021 Pandemic and take advantage of the unprecedented opportunities that may emerge in 2022 and beyond. History has shown that the benefits of home ownership allow individuals and families with a long-term time horizon to gain financial stability/strength through the buildup of equity while giving them the ability to take advantage of certain short-term tax benefits through the use of deductions (ie: interest expense). However, the recent run up in property prices have resulted in deleveraging opportunities for the homeowner that has a more medium to short-term time horizon, whether it be through a home swap or just a standard Equity Line. A lot of my market views and commentary for the current real estate environment are based from the model below so please use as a reference when reading social media market commentary. The Sum of Parts Valuation model (SPV) is an approach that gauges a home's value by taking the aggregate cost of it's features with the labor incurred to build and the land value where the property sits. It is a top-down approach that allows us to decipher the current environment by breaking down and exposing the disconnect between home prices and the current real estate market dynamics. SPV = Features + Labor + Land

• Features = Cost of materials needed to construct a house (ie: lumber, shingles, wiring, plumbing, etc.)
• Labor = Cost for the labor needed to construct the house (ie: Carpenters, Roofers, Electricians, Plumbers, Architects, Structural Engineers, etc.)
• Land = The value of the land where the structure is built

Areas Covered

• Trumbull/Easton/Monroe
• Fairfield/Westport/Norwalk
• Greenwich/Stamford

Professional Association

Passed all 3 levels of the Chartered Financial Analyst (CFA) program Certificate in Quantitative Finance (CQF)

Additional Languages

• Spanish