One call, pointed at the right team.

What actually happens on a consultation

A CRESI consultation is a scoping call, not a closing meeting. It typically runs 20–30 minutes by phone or video (as of 2026-07-29), and covers three things in order: where you actually are (a specific property already in mind, a general timeline, or something earlier than that), what’s realistic given that starting point, and who should own the next step. You’re not expected to have a fully formed plan going in — figuring out the plan is a normal part of what the call is for.

What you leave with is a next step, not a completed transaction: an agent following up on a specific search, a plan for financing conversations, an outline of what the Landlord Protection Program would look like for your property, or — often — a referral to whichever of CRESI’s teams actually fits once your situation is clearer than it was at the start of the call.

Who you’ll actually talk to

CRESI runs three distinct lines of business, and a consultation’s first job is figuring out which one applies to you — sometimes more than one, in sequence:

• Buying or selling a property. You’ll talk to a CRESI, RE/MAX Hallmark, real estate agent about valuation, search, offers, and closing. The Real Estate team handles the process end to end, including the extra ground a first purchase adds if this is your first time buying.
• Building or growing an investment portfolio. You’ll also start with a real estate agent, but the conversation is about strategy and financing across a portfolio rather than one purchase in isolation. What happens once a purchase closes — self-managing or handing the property to CRESI’s operating side — is a separate decision that gets made after you own the property, not before.
• Renting out a property you already own. This one skips the real estate conversation entirely. You’ll talk to CRESI’s property management team about the Landlord Protection Program — rent collection, maintenance, legal counsel, and transparency built around how hands-on or hands-off you want to be.

If your situation genuinely spans more than one of these — buying an investment property with the intent to have it managed once it closes — one consultation still covers it. The acquisition conversation happens first; the operating conversation only becomes relevant once there’s a property to operate, and whoever takes your call will carry it through to the right team when that point actually arrives.

Real estate acquisition and portfolio strategy run through CRESI’s Real Estate team; renting out a property you already hold runs through CRESI’s Property Mgmt team and its Landlord Protection Program. Have a look around either one first if you’d rather do that than fill out the form on this page.

What to have ready

None of this is required to request a call — it just means the first conversation covers more ground rather than starting from zero:

• If you’re buying: a rough sense of area and property type, whether you’ve spoken to a mortgage professional yet, and your general timeline. A specific listing helps but isn’t necessary.
• If you’re selling: the property’s address, roughly how long you’ve owned it, and whether you’re selling to buy your next property or exiting the market entirely.
• If you’re investing: what you already own, if anything, and roughly how you’re expecting to finance the next purchase — cash, refinance, or a new mortgage.
• If you’re renting out a property: the property’s address, whether it’s currently tenanted or vacant, and what (if anything) is prompting the move to a managed program now.

Starting the conversation

Fill in the form below with whatever you already know — even “not sure yet” for the parts you haven’t worked out — and CRESI, RE/MAX Hallmark, will get back to you with the right person on the line.