For Advisors
For counsel to the family.
A confidential intake for attorneys, CPAs, wealth advisors, and family-office representatives.
Who
Trust and Estate Counsel
For attorneys coordinating real property held inside trust, family entity, or generational-transfer structures.
Certified Public Accountants
For CPAs coordinating 1031 exchanges, dispositions, depreciation strategy, or property-basis planning.
Wealth Advisors and Private Bankers
For advisors who need a real-estate counterpart to the balance sheet: acquisition, financing coordination, long-term stewardship.
Family Office Representatives
For single and multi-family offices coordinating acquisition, construction, and administration across one or more residences.
Frequently asked
Will the firm contact my client without permission?
No. Inquiries routed through advisors are handled on the channel the advisor specifies. The firm does not contact the client directly unless the advisor asks it to.
Will NDAs be required for early conversations?
The firm executes an NDA on request without negotiation. Client identities, project scopes, and transaction details remain confidential with or without paperwork.
How is the firm compensated?
Brokerage uses standard buyer or seller commission, disclosed in full. Construction uses fixed-fee owner's representation, percentage-of-cost, GMP, or cost-plus. Advisory retainers are monthly or per engagement. Structure is disclosed before anything is signed.
Will the client's name appear in the firm's marketing?
No. Client identities are withheld. The firm does not publish names, addresses, or anonymized case studies without explicit permission.
What if the client already has a contractor or broker in place?
The firm works alongside existing relationships when that is what the client needs. Owner's representation engagements often exist precisely because the principal wants an aligned operator overseeing firms already chosen.
How are conflicts handled across the firm's operating companies?
Each company carries its own engagement, its own license, and its own paper. When more than one is involved, the firm discloses it before the second engagement begins.
Structures
Brokered transactions
Florida-licensed representation through Barefoot Realty & Investments LLC (FL BK3222885). Standard buyer- and seller-side compensation, disclosed to the client.
Owner's representation
Fixed-fee or percentage-of-cost engagement on construction and renovation, separate from any brokerage relationship.
Project and advisory retainers
Monthly or per-engagement retainers for acquisition strategy, dispositions, 1031 exchanges, or estate-level project oversight.
Inquiries
Correspond as counsel.
Mr. Hoadley reads every advisor inquiry. Confidential. No referral data retained outside the engagement.