Principal
Jacob Mason
The practice is single advisor by design. The person who scopes the engagement is the person who delivers it.
Eight years in institutional finance.
Three years in investment consulting at Marquette Associates (Chicago, IL) and five years in asset management at Capital Group (Los Angeles, CA) before establishing the practice.
Real estate investor and operator with experience across underwriting, execution, and property management, underpinned by his personal balance sheet.
Why the practice exists.
When an engagement maps where a firm’s hours go, it is not guesswork. The same reporting and diligence work has been done first-hand.
The premise is straightforward: the firms with the most to gain from this technology are the least likely to have someone in the building who can translate it. Large institutions employ people for exactly that purpose. Independent firms are told to buy a license and work it out themselves.
Local presence.
The practice is based in Manhattan Beach and serves the South Bay region and wider LA investment and real estate communities. Engagements are conducted both in-person and virtually.
Start with a conversation.
Thirty minutes, no materials required. Describe what is slow, and you will get a direct answer on whether there is anything here worth pursuing.