For senior CRE brokers & team leaders
The Operating System for Senior CRE Brokers Building
7-Figure Practices
For brokers and team leaders at CBRE, JLL, Colliers, Newmark, and Cushman who are done with the feast-or-famine cycle and ready to scale on their terms.
Join the Free Workshop →
Or book a Practice Review call →
Coaching senior brokers at
VISUALIZED
The real problem
You're not working too little. You're paying the
Reactive Tax.
Most senior brokers don't have a production problem. They have a structural problem.
The pipeline is full but inconsistent. The calendar is busy but doesn't move the needle. The deals close but the next one always feels uncertain. You're working harder every year and the practice still depends on you being in the room.
That's the Reactive Tax — the hours, energy, and revenue lost to firefighting, low-margin work, and clients you should have stopped serving two years ago
The brokers I coach pay it down deliberately. They narrow their deal criteria, protect their pipeline calendar, and build systems that compound. They reach $1M+ GCI without burning out and without building a team they don't want to manage.
The framework is what changes.
Two paths
Built for senior brokers — and for the leaders
building teams.
FOR SENIOR BROKERS
PATH 1
Solo
OS
22 MODULES · 5 PHASES
For individual senior brokers at national firms doing $400K–$2M+ GCI who want to break through to seven figures — without building a team or burning out.
- Pipeline architecture & lead generation systems
- Market presence & digital authority
- Time blocking & capacity management
- Client selectivity & profitability discipline
- The path to $1M+ GCI & beyond
EXPLORE SOLO OS →
For team leaders
PATH 2
Team
OS
18 MODULES · 6 PHASES
For brokerage team leaders running practices with multiple producers who need the practice to function without them in the room every day.
- Eliminating the Fragility Tax
- Producer hiring, onboarding & retention
- Team economics & compensation structure
- Operating cadence & accountability systems
- Building a practice that doesn't depend on you
EXPLORE TEAM OS →
Choose Your Format
Three programs. One framework. Designed
for where you are right now
Entry tier
Solo OS
Online
Self-paced · 6 months
Self-paced access to the first three phases of the Solo OS curriculum. Includes the full module library, your personal NotebookLM AI study companion, and a bi-monthly group Q&A call.
✓
12 modules across Phases 1–3
✓
NotebookLM AI study companion
✓
Monthly live group Q&A
✓
Path to upgrade Group or 1:1
Starting AT
$1,497
Mid tier
Solo OS
Group
Cohort of 6–8 · 6 months
A structured cohort of 6 - 8 senior brokers moving through the curriculum together. Biweekly module calls, biweekly Q&A, accountability pods, monthly individual check-ins and your personal NotebookLM study companion
✓
16 modules across Phases 1–4
✓
Biweekly module & Q&A calls
✓
Accountability pods of 3–6
✓
Monthly 15-min 1:1 check-ins
Starting AT
$2,997
Premium tier
1 : 1
Private
SOLO OS OR TEAM OS
Fully customized 1:1 coaching across all 22 Solo OS or 18 Team OS modules, sequenced based on a full diagnostic and strategy session. The deepest level of support and direct access
✓
Full curriculum, custom-sequenced
✓
Unlimited gated coaching calls
✓
15-min Q&A access anytime
✓
Strategy session & intake review
Starting AT
$1,000/mo Solo OS
$2,000/mo Team OS
about jeff
I've spent 36 years on the
other side of the table
I'm not a coach who used to be a broker. For 36 years I was the client.
As a developer, principal investor, and capital partner, I closed over $2 billion in transactions across office, industrial, retail, and residential — primarily in the western US, with bases in San Francisco and Newport Beach. I raised billions in institutional equity and debt from Apollo, Blackstone, and other major Wall Street firms. And I hired hundreds of brokers along the way.
I watched which ones won my business and which ones didn't. I saw what separated the $400K producer from the $1.5M producer at the same firm — and it was almost never effort.
For the past 13 years I've coached senior brokers at CBRE, JLL, Colliers, Newmark, and Cushman & Wakefield. The frameworks I teach come from that client's-eye perspective — what actually attracts high-value deals, what closes them, and what builds a practice that compounds rather than depletes you.
That's what Solo OS and Team OS are built on.
36
YEARS CLIENT-SIDE CRE
$2B+
IN TRANSACTIONS CLOSED
100s
BROKERS HIRED ACROSS ALL ASSET CLASSES
13
YEARS COACHING SENIOR CRE BROKERS.
HONEST QUALIFICATION
Are we a
good fit?
Solo OS and Team OS aren't for everyone. Here's the honest filter so you don't waste your time or mine.
✓
You're a fit if
You can say yes to these
Senior broker or team leader
You have at least six years in CRE and a track record of production. This isn't an entry-level program.
Committed to systems over tactics
You understand the next quick fix won't compound. You want infrastructure that lasts.
Open to coaching
You can hear hard feedback about how you're running your practice without taking it personally.
Ready to make decisions
You're willing to walk away from clients, deal types, and habits that are paying the Reactive Tax.
Clear on the trade-off
You know building a 7-figure practice requires sustained focus, not motivation spikes
×
YOU'RE NOT READY YET IF
Any of these describe you
Looking for a quick fix
Solo OS and Team OS are six-month minimum commitments. There's no shortcut module.
Unwilling to change behavior
The frameworks only work if you change how you spend your week. Validation isn't the product.
Not in CRE long enough
If you're under five years in the industry, another year of reps will serve you better than this program.
Production depends entirely on a built team
If your output is fully team-driven, Team OS may fit. Solo OS won't.
Resistant to feedback
Coaching only works if the door is open. If you've already decided you've got it figured out, save your money.
Not sure where you fit
A 15-minute Practice Review call is the cleanest way to find out. No pitch — just a diagnostic.