Data expertise
20+ Years Across the Real Estate Data Ecosystem
From source records and licensing to multi-source strategy, identity resolution, derived signals, productization and new intelligence.
From source to strategy
The Value Is Knowing What the Data Can Become
My experience covers the complete lifecycle — understanding the original source, evaluating providers, licensing and negotiating utilization, defining processing logic, combining sources, resolving property and owner identities, creating derived insights, and turning data into commercial products.
Specialties
Deep Into the Details
These capabilities distinguish the work from generic high-level data strategy.
Multi-Source Data Strategy
Combine same, similar or complementary sources using prioritization, fallback, conflict, quality and economics rules.
Property & Identity Resolution
Develop business logic for property, owner and person matching, normalization, deduplication and cross-source linking.
Data Lineage
Preserve original source values and maintain traceability around which value was selected, where it came from and why.
Motivation & Opportunity Scoring
Design business logic that ranks relative intent or opportunity based on observable data signals, without implying time-bound prediction.
Scoring QC & Validation
Review sample outputs, investigate unexpected rankings, adjust logic and validate that the implemented model reflects the intended business behavior.
Data Product Ideation
Look at what a company already has and identify what else could be created from it — new insights, products, combinations, signals and use cases.
Dataset expertise
Representative Data Categories
Experience across a broad range of real estate, property, consumer, business, geospatial and market datasets, with an understanding of how they are sourced, connected, licensed and turned into useful products and insights.
Public Record Data
Assessor, deeds, mortgages, preforeclosure, assignments, releases, liens, permits, NMLS, document images and parcel maps. The focus is not only on what a record contains, but how records connect to ownership history, distress, financing and product use cases.
Modeled & Derived Property Data
AVMs, rental estimates, open mortgages, estimated balances, equity calculations and other derived insights — including where modeled information adds value and where its limitations matter.
Geospatial Data
Parcel boundaries, building footprints, flood zones, opportunity zones, school boundaries/ratings, neighborhoods, ZIPs, cities and counties used to add spatial context to property and market data.
MLS & Listing Data
Active and historical listings, status history, photos, feed utilization, brokerage relationships, permitted use and operational compliance considerations.
Consumer, Business & Additional Data
Consumer identity/contact and demographic attributes, business data, automotive ownership, point-of-interest, Census/community and other datasets that enrich property information or support new products and use cases.
Market Trends & Analytics
Historical transaction, listing, inventory and business trends used to identify changes, patterns, relationships and opportunities rather than simply report historical numbers.
Created intelligence
Turning Existing Data Into Something New
Examples are intentionally high-level. Proprietary formulas, weights, signals and source combinations remain confidential.
- Vacant Properties
- Flipper Activity
- Linked Properties
- Master Address
- Tired Landlords
- Zombie Properties
- Cash Buyers
- Motivation to Sell
- Motivation to Refinance
- Solar Opportunities
- Construction / Renovation
- Roofing Opportunities
Business expertise beyond data
My work also spans CRM, billing, pricing, product requirements, customer operations, partnerships, and cross-functional execution. I connect those disciplines with data to help solve the broader business problem.
Explore Solutions ExpertiseTools & Technologies I Work With
My work often requires moving between data, product, operations, billing, CRM, project management, and customer engagement platforms. I have hands-on experience working with a broad range of tools and technologies, allowing me to work within a client's existing technology stack rather than requiring a specific set of platforms.
- Data & Analytics
- Excel (formulas and Power Pivot), Google Sheets, Tableau, SQL (basic)
- Product, Planning & Requirements
- Jira, Azure DevOps (ADO), Monday.com, Linear, Lucidchart, Visio, Miro
- CRM & Customer Operations
- Salesforce, HubSpot, Keap / Infusionsoft, Pendo, Inflection.ai
- Billing & Payments
- Stripe, Chargebee, Authorize.net
- AI & Productivity
- ChatGPT, Claude, Gemini
- Design & Prototyping
- Figma, Adobe XD
- API & Technical Collaboration
- Postman
- Communication & Collaboration
- Slack, Microsoft Teams, Zoom, GoToWebinar, Loom, Calendly
- Business Productivity
- PowerPoint, Word, Snagit
- Calling & Telephony
- Aircall, RingCentral, plus experience with multiple outbound dialer platforms
- Outbound & Data Enrichment
- Direct mail platforms, SMS platforms, email platforms, contact append providers, email & phone hygiene and protection services
Additional Platform Experience
I have also worked across outbound email, SMS, dialer, direct mail, contact append, data enrichment, and customer outreach platforms. My experience includes evaluating providers, defining requirements, establishing workflows, and determining which solutions fit the business need. I define data and integration requirements and help validate implementations. A developer writes custom API and database integration code.
Have a Challenge, Idea, or Opportunity Worth Exploring?
If you are trying to solve a problem, build something new, improve what already exists, or simply need an experienced perspective, let's have a conversation.
Based in Orange County, California · Serving clients nationwide · Available for onsite engagements