Upperhand Solutions
HELPING REAL ESTATE INVESTORS SUCCEED & GROW
Clarity & Coaching for Real Estate Investors
We help small-business owners and property investors understand financing, structure deals, and work with lenders—without the jargon or pressure. Get clear next steps on a free 30-minute call.
Free 30-minute call to map your next investment move. No product sales.
For first-time and experienced investors seeking financing clarity.
SNAPSHOT
We assess goals, budget, lender expectations and deliver 1–3 clear next steps so you leave with a practical plan.
12+ yrs
Combined experience in real estate and mortgage advisory.
250+
Investors and small-business owners coached through their next deal.
WHAT YOU’LL LEARN
Four pillars of smart real estate investing for small businesses
Our Summit Coaching Framework focuses on four core areas that move you from guesswork to a repeatable approach for buy-and-hold investing.
1. Strategy
Define targets, risk tolerance, and criteria that guide every acquisition decision.
2. Deal Eval
Analyze income, expenses and sensitivities to validate expected returns.
3. Financing
Choose structures, prepare files, and compare lender options for better outcomes.
4. Operations
Close confidently and run assets with repeatable systems to scale responsibly.
HOW IT WORKS
A clear, coaching-first process for your next investment
Every engagement is built around education, clarity, and action. Our agenda: help you make better-informed financing decisions and identify practical next steps.
Discovery & goals
We start with a 30-minute strategy call to understand your financial picture and recommend a tailored coaching plan for your timeline.
Education & planning
We model scenarios, walk through examples, and show how different terms and timelines alter deal outcomes so you can compare options.
Action & next deals
We support you through lender conversations and deal reviews—helping you prepare, debrief, and refine strategy for each acquisition.
COACHING OPTIONS
Choose the level of support that fits your next move
Flexible, education-driven coaching designed to help you evaluate deals, prepare lender conversations, and scale responsibly.
Clarity Call
A focused 60-minute session to unpack your situation, map options, and provide a next-step checklist to move your deal forward effectively.
Deal Coaching
Ongoing support as you search, analyze, and move on 1–3 properties—regular check-ins, modeling, and prep for lender conversations (custom pricing).
Portfolio Review
A portfolio snapshot including red-flag review, resilience ideas, and a prioritized action list for the next 12–24 months.
FAQ
Questions small business investors ask us most
If you don’t see your question here, bring it to your strategy call—we’ll talk through your specific situation.
Can you tell me which lender I should use?
We explain lender differences and what matters for your file; we do not recommend a single lender as a one-size-fits-all answer.
Do I need to own a business already to work with you?
No. We work with business owners and investor-operators as well as investors planning to incorporate operations into property strategy.
Can you review a live deal I’m working on now?
Yes — our deal coaching option includes scenario modeling and lender prep for active deals; bring documents to the call.
What does a typical engagement cost?
We offer a free 30-minute strategy call; paid coaching is priced per scope—we’ll outline options if we’re a fit.
©2025 Upperhand Solutions. All Rights Reserved
1526 W Main St, Central, SC 29630
Email Address: [email protected]
Phone Number: +1 864-713-8114
Upperhand Solutions operate the website https://upperhand-solutions.com
We will never sell, share or disclose your email nor phone number with third parties or affiliates for marketing or promotional purposes.
Your contact information may be accessed by our subcontractors for the purposes of support or customer service.
