JERRY KATZ

Growth strategist · CRE investor · National speaker

PLAYING THE GAME SMARTER IN CRE & BUSINESS GROWTH

Boardroom-level strategy for CRE investors, family offices, and founders who want to unlock hidden NOI, scale without chaos, and win bigger.

For CRE investors, family offices & founders

**Host of the Real Estate Profit Boost podcast • $4B+ CRE insured • $30M+ in exits**

MEET JERRY

Jerry Katz is a real estate investor, entrepreneur, and strategic advisor who helps founders, family offices, and capital allocators unlock hidden value in operations, insurance, and growth systems.

$4B+

CRE INSURED

$30M+

BUSINESS EXITS

$100M+

PERSONAL PORTFOLIO

MEDIA PRESENCE

Host of the Real Estate Profit Boost podcast on YouTube, Spotify and Apple.

Delivers no-fluff frameworks founders use to scale smarter, improve DSCR and cap rates, and engineer strategic exits.

PROOF-BACKED TRACK RECORD

Entrepreneurial Impact:

Coached 24+ entrepreneurs to build scalable infrastructure, achieve 8-figure growth, and execute successful exits.

Transaction Volume:

Advised on $500M+ in real estate and private capital transactions.

Insurance Strategy:

Led insurance strategy saving clients $10M+ in premiums, directly improving acquisition speed and NOI

ON STAGE

Keynotes & workshops for CRE conferences, family office summits, and founder masterminds.

Known for tactical, no-hype sessions that blend operations, insurance strategy, and growth systems.

Audiences walk away with 3–5 concrete plays they can execute in the next 90 days to raise NOI and reduce risk, not just ideas.

BOARDROOM GROWTH STRATEGY SESSION

A 45–60 minute working session with Jerry to uncover hidden NOI, de-risk your portfolio, and design 3–5 tactical plays you can execute in the next 90 days.

In this private session, you and Jerry will:

Diagnose the bottlenecks:

Look at your current portfolio or business through an investor lens where capital is underperforming, where risk is overpriced, and where

operations are leaking profit.

Reengineer your insurance & systems

Identify opportunities to reduce premium waste, protect downside, and streamline operations so your team can execute faster and with fewer mistakes.

Design your next 90-day playbook

Walk away with 3–5 concrete actions to raise NOI, improve DSCR and cap rates, and position your assets or company for future exits.

The same strategic thinking Jerry shares on the Real Estate Profit Boost, focused entirely on your numbers, your deals, and your team.

This session is designed for:

- CRE investors and family offices with meaningful capital deployed.

- Founders doing $5M–$100M+ in annual revenue who want systems, not more chaos.

- Capital allocators, lenders, and brokers who want to protect and grow the portfolios they touch.

It’s not for beginners, hobby investors, or anyone looking for motivational hype.

BRING JERRY TO YOUR NEXT EVENT

High-impact keynotes and workshops for CRE conferences, family office summits, and founder masterminds.

Signature topics Jerry delivers on stage:

Playing the Game Smarter in CRE:

- The insurance and operations blind spots that quietly drain millions.

- How elite operators protect downside while raising NOI.

- Practical levers to improve DSCR, cap rates, and valuations.

From Hustle to Systems

- Why most companies stall between $5M and $30M in revenue.

- Building a culture of ownership so leaders act like investors, not employees.
- Systems that let the business scale without the founder burning out.

Exit-Ready Operations

- What sophisticated buyers and funds really look for in deals.

- De-risking operations and insurance before due diligence.

- Turning messy growth into a clean, premium-valued asset.

Why Organizers Book Jerry

- Tactical over theoretical

Your audience leaves with concrete plays they can execute within 90 days, not just inspiration.

- Credibility with sophisticated operators

Jerry speaks the language of investors, lenders, and founders, backed by billions in CRE insured and hundreds of millions advised in transactions.

- Custom-built for your room

Every keynote or workshop is tailored to your audience’s deals, stage of growth, and current market conditions.

REAL ESTATE PROFIT BOOST PODCAST

Tactical conversations to raise NOI, protect assets, and out-execute the market.

Get the Real Estate Profit Boost Playbook

Get Jerry’s top plays to raise NOI, reduce premium waste, and structure deals the smart way distilled from working with CRE investors, family offices, and founders across billions in insured assets.

Inside the Playbook, you’ll discover:

- 7 profit levers hiding in most CRE portfolios.

- The insurance mistakes that quietly cost operators millions.

- A simple framework to decide which systems to fix first in your business.

- Direct links to Jerry’s most impactful podcast episodes by topic.

Enter your details below to get the Playbook and ongoing insights from Jerry.

FAQS

01 What happens on a Boardroom Growth Strategy Session?

It’s a working session, not a generic intro call.
We’ll look at your portfolio or business through an investor lens, identify where capital is underperforming, where risk is overpriced, and where operations are leaking profit.

By the end, you’ll have 3–5 concrete plays you can execute in the next 90 days to raise NOI, improve DSCR and cap rates, and de-risk your assets or company.

02 Is the Strategy Session a sales call?

No. The primary goal is to create value and clarity.
We’ll walk through your situation, map your bottlenecks, and outline specific recommendations.

If, at the end, it’s obvious that working together beyond the session makes sense, we’ll discuss what that could look like. If not, you still leave with a tactical plan.

03 What types of audiences does Jerry speak to?

Jerry is a strong fit for rooms where people control capital or execution:

– CRE investors and operators
– Family offices and capital allocators
– Lenders and brokers
– Founders and leadership teams scaling companies

He’s less suited for general motivational events or audiences without decision-making responsibility.

04 Does Jerry customize his talks and workshops?

Yes. Every keynote or workshop is tailored to your audience, asset classes, and current market conditions.

Before the event, Jerry’s team will run a short intake to understand your goals, who is in the room, and what “success” looks like so the content lands at a tactical level.

05 What’s the investment to bring Jerry to an event or work with him?

Fees depend on format (keynote, workshop, advisory), location, and level of customization.

Share your details in the application form, type of event, audience size, dates, and objectives, and our team will follow up with options and pricing if there’s a fit.

06 Can Jerry work with our leadership team, not just the CEO?

Absolutely.
Many clients bring Jerry in for private offsites, boardroom sessions, or leadership workshops focused on execution, systems, and risk.

If you’re interested in this, just select “Speaking / Workshop / Advisory for our team” in the application form and include a bit about your team structure.

Testimonials

John Doe

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