Real Estate Advisory

Co-Founder of multiple
Real Estate Companies —
operator-level expertise.

Jon Ortner brings 20+ years of hands-on experience as an investor, lender, and company builder to every engagement. Whether you need a deal sourced, capital raised, or a portfolio evaluated, he's done it himself, not just advised on it.

Co-founded
Illuminated Investments Oculus Capital Renters Warehouse Picket Homes AbodeMine

Why work with Jon

20+
Years active investor
5
Businesses founded
GP + LP
Commercial real estate
Full Stack
Ops, lending & brokerage
20+
Years as an active investor
5
Real estate businesses founded
GP + LP
Commercial deal experience
Full-Stack
Finance, ops, brokerage & lending
What I do

Advisory services built on
actual operator experience.

Whether you need a deal sourced, capital raised, or a portfolio evaluated, I've done it myself, not just advised on it.

01

Acquisition & Disposition Consulting

Deal underwriting, off-market sourcing, pricing strategy, and transaction structuring for single-family to commercial assets.

02

Wholesale & Off-Market Deals

Access to exclusive deal flow through a network built over two decades. Direct introductions to vetted sellers and deal sources.

03

Portfolio Evaluation & Strategy

Comprehensive portfolio review covering asset mix, performance gaps, geographic risk, and long-term positioning recommendations.

04

Capital & Debt Raising

Help structuring and raising equity and debt capital, including hard money solutions. Warm introductions to the right capital partners.

05

Trusted Industry Introductions

Direct connections to vetted lenders, capital partners, contractors, property management companies, and data providers.

06

Advisory Retainers

Ongoing strategic counsel for operators, funds, and investors who need a senior real estate voice available on a consistent basis.

07

Data, Portfolio Monitoring & Advanced Analytics

Leverage institutional-grade data tools to track portfolio performance, identify market opportunities, and drive smarter investment decisions. Includes introductions to leading real estate data platforms and custom reporting frameworks.

Not sure where to start?
Schedule a Free Call →
About Jon

A career built
on doing, not advising.

Jon bought his first rental property in his early 20s while a student at Arizona State University, a property he still owns today, and that decision set the course for 20+ years as an active real estate investor, operator, and lender.

Jon co-founded Renters Warehouse, one of the nation's largest single-family rental property managers, where he built and led the Portfolio Services Division serving institutional investor clients. After 13 years there, he joined the founding team at Picket Homes to develop next-generation underwriting and acquisition technology for the SFR space.

Beyond operations, Jon has served as a commercial real estate lender and GP, working with small to medium-sized investors on investment property financing. He is also an active hard money lender and a licensed real estate broker in Colorado.

How I Operate

Inform the client of all possible outcomes.
Only take assignments where I genuinely believe I'm the best choice.
Full transparency on all compensation, referrals, and fees.
The network

Introductions that
actually move the needle.

Two decades in this industry means relationships that go beyond LinkedIn. When Jon makes an introduction, it carries weight.

🏦

Lenders & Capital Partners

Conventional, bridge, hard money, and private equity, connections across the full capital stack.

🔨

Contractors

Vetted general contractors and specialty trades across multiple markets, trusted through real transaction experience.

🏘

Property Management

Top-tier PM companies for single-family and multifamily, from local operators to institutional-grade platforms.

📊

Data & Analytics Platforms

Market intelligence, portfolio monitoring tools, and advanced analytics platforms that institutional SFR and commercial investors rely on to make data-driven decisions.

📋

Deal Brokers & Wholesalers

Exclusive relationships with deal sourcing networks for off-market and pre-market opportunities.

⚖️

Legal & Title

Real estate attorneys and title companies experienced in investment transactions, portfolios, and complex structures.

Get in touch

Let's talk about
what you're
working on.

Whether you're acquiring your first investment property or managing an institutional portfolio, I'm happy to have a candid conversation about what I can help with. Initial consultations are always free.

New Special Offering

Claude AI Integration
Consulting for Real Estate.

AI is reshaping how real estate companies underwrite deals, manage portfolios, communicate with clients, and operate at scale. Jon works directly with real estate operators, funds, and proptech companies to identify where Claude and other AI tools create the most leverage, and then helps implement them.

🏗

Workflow Automation

Automate underwriting, lease review, property reporting, and investor communications using AI, cutting hours to minutes.

📊

Portfolio Intelligence

AI-powered portfolio monitoring, anomaly detection, and predictive analytics across large asset pools.

🤝

Client & Investor Experience

Deploy AI assistants that handle investor queries, reporting requests, and deal summaries, available 24/7.

🔍

Deal Sourcing & Screening

Use AI to analyze inbound deal flow, score opportunities, and surface the best fits against your acquisition criteria at scale.

New Special Offering

Claude AI Integration
Consulting for Real Estate.

The real estate industry is at an inflection point. Companies that embed AI into their core operations today, underwriting, asset management, investor relations, deal sourcing, will have a structural advantage within 24 months. Jon Ortner brings a rare combination: deep real estate operating experience and hands-on expertise with Claude and frontier AI tools, helping companies move from curiosity to deployment.

01

AI Readiness Assessment

A structured audit of your current workflows, data infrastructure, and team capabilities to identify where AI creates the highest-leverage opportunities, and where it doesn't. Delivered as a prioritized roadmap.

02

Underwriting & Acquisition Automation

Deploy AI to analyze offering memoranda, pull comps, flag risk factors, and generate first-draft underwriting models, compressing deal evaluation time dramatically without sacrificing quality.

03

Portfolio Monitoring & Reporting

Build AI-powered dashboards that synthesize property-level data, surface anomalies, and auto-generate investor updates, giving asset managers real-time visibility across large portfolios.

04

Investor & Client Communication

Create custom AI assistants trained on your portfolio data and communication style, handling investor queries, generating quarterly reports, and responding to routine requests around the clock.

05

Team Training & Change Management

Hands-on workshops and ongoing coaching to help your acquisitions, asset management, and operations teams work effectively alongside AI tools, driving adoption, not just installation.

This offering is limited to a small number of engagements. Initial conversations are confidential and free.

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