🔎 Seeking: Budget-Friendly Financial Advisor / RE Strategist

[Xavier A. Malave]

Locations: San Antonio, TX & Jacksonville, FL

I am currently looking for a financial advisor or real estate consultant who specializes in portfolio restructuring and exit strategies. I am navigating a challenging period with investment properties in San Antonio and Jacksonville and am looking to strategically liquidate or "get out" while minimizing further losses and tax impact.

What I’m looking for:

• Real Estate Expertise: Someone who understands the 2026 market dynamics in TX and FL (specifically dealing with the current "flat" price trends and rising holding costs).
• Budget-Friendly/Transparent Fees: Ideally looking for a flat-fee or hourly engagement rather than a high percentage of Assets Under Management (AUM).
• Exit Strategy Focus: Guidance on 1031 exchanges (if applicable), short sales, or owner financing options to facilitate a quick but smart exit.
• Fiduciary Standard: Must be a fee-only fiduciary who puts my recovery first.

If you have experience helping investors move through a "down" cycle or know a firm that excels in distressed property consulting, please reach out via DM or comment below.

[Doug Smith]

Hi Xavier, I thought I would chime in because for the last 35 years I've been a bank executive/lender. I currently own a mortgage company and I am an investor. For the last 20 years I've also managed a company that works with investors and banks to extricate them from difficult loan and real estate portfolios. I also managed the private client/investment groups for 2 different banks, so I feel qualified to answer your question. That being said, a financial planner that would normally act as a fiduciary might not be the real estate expert they hold themselves out to be. You're going to get slammed by people saying "DM me", but make sure you invest time in logging on to Linked In to see their background. You might be best served by hiring a CPA that specializes in the tax ramifications of real estate transactions vs a financial planner. Just an observation.