From Land to Living Space: Strategic Oversight in Action
Wexmoor Circle serves as the project manager for a ground-up residential development in Big Bear.
Project Development in Phases

Project Overview
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Location: Big Bear Lake, California
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Role: Licensed Real Estate Agent & Mortgage Loan Originator; Project Manager
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Scope: End-to-end oversight — acquisition, financing, permitting, construction coordination

Phase One — Land Identification & Market Analytics
- Comparative Market Analysis (CMA): Evaluating sales comps to benchmark value.
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Four-Way Analysis: Examining location, zoning, demand drivers, and investment potential.
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Feasibility Review: Aligning property characteristics with projected build type and rental yield.
- Marketing Analytics – Performed under California DRE License #02271654

Phase Two — Real Estate Acquisition Process
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Offer Structuring & Negotiation — guided by CMA findings.
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Escrow Coordination — seamless communication with escrow officers, ensuring disclosures, title, and contingencies were satisfied.
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Closing Oversight — maintaining compliance and protecting client interests.
- Real Estate Acquisition —performed under California DRE License #02271654

Phase Three — Financing Origination
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Prequalification & Structuring: Assessing borrower financials, credit, and loan-to-value ratios.
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Loan Estimate & Disclosures: Delivering compliant TRID disclosures to the client.
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Processing & Underwriting: Collecting documents, ordering appraisal, coordinating with underwriter.
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Approval & Closing: Ensuring conditions cleared, preparing closing disclosure, and securing final funding.
- Loan structuring & packaging completed under NMLS License #2728634

Phase Four — Planning & Design
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Architectural Planning: Developed site plan and design concepts aligned with zoning, building codes, and city ordinances.
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Interior Design Strategy: Crafted functional layouts balancing aesthetic value with lifestyle needs, including wellness-focused amenities.
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Permit Preparation: Managed submittal packages, city planning coordination, and approvals to fast-track permitting.

Phase Five — Sales & Exit Strategy
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Market Positioning: Applied updated comparative market data, demand studies, and seasonal price cycles to define positioning.
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Sales Execution: Coordinated property marketing, agent collaboration, and listing placement for optimal exposure.
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Exit Strategy Planning: Designed flexible ROI exit paths (resale, STR yield, or refi leverage) aligned with client goals.
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Licensed Execution: Managed all sales documentation and negotiations under California DRE License #02271654.