Real estate advisor for structured transactions — trusts, 1031 exchanges, cross-border purchases — in the South Bay and Greater Houston.

For the trustee, the investor on a deadline, and the buyer whose money crosses a border.

Some purchases are decided before the first showing. How title is held. What an exchange clock allows. What a lender will do with income that arrives as equity, royalties, or a single liquidity event. This page is for the transactions where those questions come first.

I hold a master's degree in finance and the CIPS designation, and I am licensed in both California and Texas — so the conversation with your CPA, estate attorney, or exchange accommodator happens at their level, in plain language, without you having to translate between them.

Purchases held in trusts and LLCs. 1031 exchanges. Cross-state moves between Texas and California. Foreign national purchases, where FIRPTA and financing decide what is actually possible. Parents and adult children buying together.

The structure is the work. The home is the reason.

THE STRUCTURED PURCHASE

The Before-the-Offer Checklist

Personal name, trust, or LLC — decided with your CPA and estate attorney before an offer is written, because changing it afterward is expensive. I coordinate that conversation and keep the purchase timeline aligned with it.

A 1031 exchange runs on two deadlines: 45 days to identify the replacement property, 180 to close. The search strategy, the offer terms, and the escrow calendar are all built around them from the start.

Income that arrives as equity, royalties, or business distributions does not fit standard underwriting. The right lender is chosen before the search begins — not after a denial.

FIRPTA withholding, ITIN timing, and foreign-source funds change what is possible and when. For international buyers, this layer is settled first.

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Expert Guidance

What Working With Me Actually Looks Like

A structured purchase is not a checklist transaction. It starts with one conversation: how should this be held, what does the timeline actually allow, and who else needs to be in the room?

The answers shape everything. Whether the offer is written in the name of a trust or an LLC. Whether a 45-day identification window drives the search. Whether financing needs a lender who reads equity or royalty income correctly the first time.

For trustees and estates, I work alongside your estate attorney and CPA: certification of trust, successor authority, and timing settled before an offer is accepted, not after.

For 1031 investors, the exchange runs on two clocks: 45 days to identify, 180 to close. I manage both ends — including when the relinquished property sits in Texas and the replacement sits in California.

For cross-border and international buyers, FIRPTA withholding, ITIN timing, and foreign-source financing are handled from day one — in English, French, or Spanish — so nothing is lost in translation.

From the first structuring conversation to closing and beyond — I'm not done when the keys are handed over. I'm done when the structure holds.

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THROUGH COMPASS

Off-market access, and homes made ready.

Some of the best homes in the South Bay never reach the public market. As a Compass agent in California, I bring my buyers Private Exclusives — off-market and pre-market listings shared within the Compass network — and when discretion matters on the selling side, a home can be marketed quietly the same way, seen by qualified buyers before it is seen by everyone.

For sellers preparing a home — including estate sales and long-held family houses — Compass Concierge can front the cost of staging, repairs, and improvements, with nothing due until closing. For a family selling a parent's home of forty years, that often changes what the house sells for. California listings; program terms apply.

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Before you hire an advisor — hear how she thinks.

In this conversation with Jane Byrd, I share the story most of my clients recognize immediately: arriving somewhere new, not knowing anyone, and having to rebuild from scratch — professionally, personally, and geographically.

I've done it across four countries and three continents. And every time, real estate was at the center of it — either as the obstacle or the anchor.
In this interview we go deep on what that journey actually looked like, what Houston offered that nowhere else did, and how those experiences shaped the way I guide clients through their own relocations today — with the kind of empathy that only comes from having lived it yourself.

If you're considering a move to South Bay or Houston and want to know who you'd actually be working with — press play.

TEXAS ↔ CALIFORNIA

One advisor on both ends of the move.

Texas and California move on different cycles and tax their residents on different logic. Most cross-state moves are run by two agents who have never spoken to each other — one selling, one buying, nobody holding the whole picture.

I am licensed in both states. The South Bay sale and the Houston purchase are one plan: one timeline, one negotiation strategy, one person accountable for both ends. When the move includes a 1031 exchange, the deadlines are managed across both markets from the first day.

And when the move crosses a border rather than a state line, I have lived that version myself — Madagascar, France, London, Houston, Los Angeles. Visa timing, foreign financing, and whether to rent first are part of the plan, not surprises.

Perfect Home Finder

AND ALWAYS

The home is the reason.

A home can be structured, exchanged, and passed down — and none of that touches the question of whether it is the right house for the life being built in it. That question is where every engagement actually begins, and it is the one I never delegate to the paperwork.

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In the Words of my Clients

What My Clients Say

"Nathalie has been very patient helping me for months to sell and buy a new home. She is extremely knowledgeable and helpful. I would recommend working with her."

"My experience with Nathalie was very fantabulos, if that's even a word lol. From the initial home search to the closing, Nathalie was very helpful. She understands her job and the market. All my questions were answered and she kept us in the loop the…

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