01 — First home
Buying your first place
Pre-approval, offer strategy, and inspection clarity — without the jargon. We meet weekly until you have keys in hand.
- Lender intros
- Neighborhood tours
- Offer coaching
Buy · Sell · Invest
A calmer way to move home in today’s market.
For first-time buyers, families navigating a contingent sale, and investors building long-term wealth — a single brokerage that meets you where you are.
- 8yr
- In market
- $50M+
- Closed volume
- 98%
- List-to-sale
Three paths
Whatever chapter you’re in, we’ve walked it before.
02 — Move up
Sell yours, buy the next
We choreograph a contingent sale so you don't carry two mortgages — or move twice. Bridge loans, rent-backs, and timing built around your family.
- Sale + search synced
- Bridge financing options
- Rent-back negotiation
03 — Invest
Build a portfolio
Cash-flow analysis, market-rent comps, and 1031 strategy. Whether it's your first duplex or your tenth door, we underwrite every deal like our own.
- Deal underwriting
- 1031 exchange
- Off-market access
The process
Four steps. Zero surprises.
The same playbook whether you’re buying a starter, juggling a contingent sale, or closing on a fourplex.
- 01
Discovery call
A 30-minute conversation about your timeline, finances, and what 'home' means to you.
- 02
Strategy plan
A written plan — pricing, financing, contingencies, market windows — tailored to your situation.
- 03
Execute together
We handle showings, offers, inspections, and negotiations while keeping you in the loop.
- 04
Keys & beyond
Closing day is a beginning. We stay on call for trades, refinance timing, and the next move.
Today’s market
Rates are noisy. Strategy isn’t.
Buy-down structures
We negotiate seller credits and 2-1 buy-downs that quietly save tens of thousands over the first years.
Bridge & HELOC
Move into the new place before closing the old one — we know the lenders who actually fund quickly.
Cash-flow models
Every investment property comes with a 5-year pro forma. No vibes, just math.
1031 exchanges
Defer capital gains and roll equity into the next door. We handle the timeline.
Client stories
“I was a renter at 32 and a homeowner by 33. They never once made me feel small.”
“We thought a contingent sale was impossible. They closed both in 22 days.”
“First duplex underwritten on a Tuesday, in contract by Friday. Calm the whole way.”
“Felt like having a friend who'd done it a hundred times. Truly five-star service.”
Meet your agent
Joshua Heraldez
First Team Real Estate · Luxury Portfolio International
Eight years in the market. $50M+ in closed volume. A 98% list-to-sale ratio. But the numbers only tell part of the story — what matters is how fiercely I advocate for every client at every stage.
- Respond to every buyer inquiry within 5 minutes whenever possible
- Preview homes weekly and know the inventory better than the competition
- Negotiate aggressively on price, credits, repairs, and rate buydowns
- Provide off-market and coming-soon opportunities before buyers find them elsewhere
- Educate buyers on neighborhoods, schools, commute times, and future value
- Build a trusted team of lenders, inspectors, contractors, and escrow professionals
- Deliver a white-glove experience with constant communication, guidance, and advocacy from search to closing
The right move starts with a conversation.
Tell us where you are — first home, juggling a sale, eyeing a duplex — and we’ll send back a plan within two business days.