Consulting
You have capital. You have a portfolio. What you need is a clear-eyed strategy for what comes next. We bring the analytical firepower and market context to help you confidently optimize, scale, or reposition.
Why Choose Chuck Burgess for Consulting?
The difference is simple: Chuck does this in real life. A former data scientist turned active investor, he owns a seven-figure portfolio spanning multifamily, storage, data infrastructure, and private credit to local developers. This all began with a vision and strategy. Let Chuck guide you along the right path.
Investor's Perspective
Chuck actively manages his own portfolio, which consists of multifamily, storage, data center assets, and private credit. This real-world experience forms the foundation of his advice.
Optimized Asset planning
Our ideal client seeks to optimize their real estate assets by creating a strategic plan to maximize future returns and growth.
Confident decision making
Clients will receive a clear, data-driven plan, giving them confidence in their real estate decisions. Transparency and insight will ensure peace of mind.
How We Work Together
1. Schedule an Appointment
Click the "Contact Us" link below & fill out the form. We will respond within 2 business days of your inquiry.
2. Complimentary 20-minute Intake Call
Your situation isn't generic, and neither is our approach. The complimentary 20-minute intake call is where we dig into your assets, your priorities, and the gap between where you are and where you want to be. No obligation. Just clarity.
3. Engagement
Following your intake call, we design a customized engagement around your specific situation. Every deliverable includes a clear, actionable plan — specific steps, sequenced priorities, and a defined path to your goal. No vague recommendations. You leave knowing exactly what to do and in what order.
Pricing
The path of growing meaningful wealth in real estate begins with having the right plan. Let's discuss!
Strategy Call
$250/hr
After your intake call, get a real path forward to optimize your capital and portfolio. Not sure how to make your next move? We tailor a plan to meet your end goal, so you don't waste time or money
Portfolio Strategy Retainer
$2500/Month
Your real estate brain on call — for the decisions that move the most capital.
Most investors don't lose money on bad deals. They lose it on good deals that didn't fit the plan, or on having no plan at all. You've built a portfolio. Now the questions are bigger than any single property: Do I hold or sell? Where do I put the next dollar? How do I structure the capital? When do I scale, and into what?
The Portfolio Strategy Retainer puts an investor-operator with a data background in your corner every month; not to run one deal, but to shape the direction of everything you own. You bring the holdings and the goals. We bring the analysis, experience, market context, and a clear plan for what comes next.
Who this is for
This is built for you if:
- You own multiple properties and the next move isn't obvious
- You're sitting on equity and weighing hold, sell, refinance, or reposition
- You're planning to scale but want the strategy stress-tested before you commit
- You want a sounding board who underwrites for a living, not a cheerleader
This is not for you if you just need a single deal analyzed — that's the Feasibility Check or Full Analysis on the Underwriting page. The retainer is for ongoing direction, not one-off deal math.
What's included
Every month you get:
Up to three strategy calls (60 minutes each) to work through live decisions — hold-vs-sell, capital structure, acquisition targets, exit timing.
On-call underwriting judgment between calls: when a question comes up, you have someone to think it through with, not a quote to wait on.
A quarterly portfolio review where I look across everything you hold and flag what's underperforming, what's ripe to harvest, and where the next opportunity sits.
Capital stack and financing logic on the deals that matter — how to structure equity and debt, not loan brokering. And priority turnaround on anything time-sensitive, so a decision window doesn't close while you're waiting.
Month-to-month. Thirty-day cancellation. No long contracts. The work earns the renewal.
