Boutique scale Small team size (2-10 employees) suggests a boutique operation with potential need for targeted, high-touch sales outreach and scalable tech solutions to support growth without large enterprise complexity.

Local Santa Monica Based in Santa Monica with a specific address, presenting opportunities to target Southern California CRE clients, property owners, and developers seeking local market expertise and neighborhood knowledge.

Mid market focus Revenue in the 1M to 10M range alongside peer comparisons indicates a mid-market profile where value can be unlocked through optimized agent tools, CRM enhancements, and landlord/tenant representation packages.

Digital basics Tech stack includes Squarespace and general tooling, signaling openness to cost-effective, modern marketing and automation improvements to boost online lead capture and branding.

Growth readiness Comparable firms show potential sales upside in advisory services, portfolio optimization, and relationship expansion with property owners and tenants, suggesting upsell opportunities for property management, leasing, and capital advisory services.