Approach
Four movements,
one relationship.
Our process is deliberate. It reflects how we believe capital should be represented — with discretion, discipline, and a dynamic eye on what's ahead.
There is no minimum portfolio to begin a conversation — only a genuine intent to think carefully about what comes next. The same four phases apply across our investment sales and advisory services, and are led personally by founder Timothy Murray.
PHASE 1
Listen
Step 1 of 4In our initial discussions about property and goals, we establish where you stand: current holdings, debt structure, tax exposure, and the outcome that would make this engagement a success in your own terms.
- Portfolio and ownership review
- Definition of success criteria
- Engagement scope in writing
PHASE 2
Analyze
Step 2 of 4With your position established, we go to work on the numbers. Every assumption is tested — income verified against leases, expenses against actuals, value against what comparable properties have actually commanded — until we can hand you a view of the asset we would stake our name on.
- Verified income and expense analysis
- Independent valuation range
- Written recommendation with supporting rationale
Phase 3
Execute
Step 3 of 4Strategy becomes action. Whether acquiring or divesting, we bring the asset to the right audience — pricing calibrated to your objectives, buyers and sellers approached in confidence, and every offer negotiated by a senior advisor with your criteria as the only benchmark.
- Pricing and go-to-market strategy
- Confidential outreach and negotiation
- Counsel through escrow and close
Ongoing
Grow
Step 4 of 4Closing is where the partnership proves itself. Proceeds need direction, portfolios need tending, and markets keep moving — so we remain at the table, helping you decide where your capital works next.
- Post-close reinvestment and 1031 guidance
- Periodic portfolio and market reviews
- Standing access to your advisor
Common Questions
What clients ask first.
- Is there a minimum portfolio size?
- No formal minimum. What matters is intent — a genuine desire to think carefully about the next decade of your holdings.
- How are engagements structured?
- Traditional brokerage on transactions, and flat-fee or hourly retainers for advisory work. Every engagement is written and scoped up front.
- What areas of California does Claymore Hill Advisors serve?
- We serve owners and investors throughout California's Central Valley and Central Coast, working from our office in Visalia and traveling to properties across both corridors.
- What types of property do you advise on?
- Multi-family apartment communities, small-cap residential and single-family rental portfolios, and professional or owner-occupied buildings — plus strategic advisory for owners who are not yet in a transaction.
- Do you work outside California?
- Yes, with trusted partners.
- How do I start working with Claymore Hill Advisors?
- Call (559) 901-5670 or send a note through the contact page. Timothy Murray reads every inquiry personally and replies within two to three business days.
- Will my inquiry stay private?
- Yes. Nothing is shared, listed, or marketed without your written direction. Discretion is the default, not the exception.
More detail on our markets and property types is in the Central Valley investor guide or on the contact page.
