Jerry Katz · Growth strategist · CRE investor · National speaker

Unlock $100K–$1M in hidden profits inside your CRE portfolio

Get a private strategy session with Jerry Katz. CRE operator, capital strategist, and CEO of Premier Protection.

Discover how to increase NOI, reduce risk, and optimize your insurance structure like the top 1%.

For CRE investors, family offices & founders

This is for you if you:

Own or manage $5M+ in CRE assets

Suspect you're overpaying for insurance or carrying risk

Are prepping for refinance, exit, or equity raise

Want to increase DSCR, cap rate, or valuation without raising rents

Want tactical clarity, not fluff

What you'll get

In this 1-on-1 strategy session

Insurance premium waste audit

Identify where you're overpaying and what can be restructured immediately.

Risk blind spot assessment

Uncover gaps in your coverage that could cost you at the worst time.

NOI improvement opportunities

Concrete strategies to increase your net operating income through insurance optimization.

90-day profit playbook

3–5 actionable profit levers you can execute in the next quarter.

$4B+ portfolio insights

Patterns and strategies from managing billions in CRE insurance and $100M+ in portfolio strategy.

Meet Jerry

Real estate investor, entrepreneur, and strategic advisor.

Jerry helps founders, family offices, and capital allocators unlock hidden value in operations, insurance, and growth systems.

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.

Media presence

Host of the Real Estate Profit Boost podcast. No-fluff frameworks for scaling smarter, improving DSCR and cap rates, and engineering strategic exits.

$4B+

CRE insured

$30M+

Business exits

$100M+

Personal portfolio

Proof, not promises

Real results from real operators

$400K

Premium waste eliminated before a refinance.

$212K

NOI increase from smarter portfolio structure.

$1.1M

West Coast investor saved on 12-property umbrella redesign.

8-Fig

Exit: "Jerry's team found gaps no one else caught."

On stage

Bring Jerry to your next event.

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

Playing the game smarter in CRE

Insurance blind spots that drain millions

Protect downside while raising NOI

Improve DSCR, cap rates, valuations

From hustle to systems

Why companies stall between $5M–$30M

Build a culture of ownership

Scale without the founder burning out

Exit-ready operations

What buyers and funds really look for

De-risking before due diligence

Messy growth into a premium-valued asset

Why organizers book Jerry

Tactical over theoretical. Audiences leave with plays they can execute in 90 days.

Credibility with sophisticated operators. Backed by billions in CRE insured.

Custom-built for your room. Every session tailored to deals, stage of growth, and market.

Real Estate Profit Boost Podcast

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

Get the Real Estate Profit Boost Playbook

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:

7 profit levers hiding in most CRE portfolios

Insurance mistakes that quietly cost operators millions

A simple framework to decide which systems to fix first

Direct links to Jerry's most impactful podcast episodes

Free investor tool

The 4 Florida zones where smart money is quietly positioning — before prices catch up.

I mapped where institutional and billionaire capital is flowing right now — and where mid-size investors can still get in early. These zones are underpriced today. They won't be for long.

4 buy-zones most investors haven't found yet

Where the overflow demand is creating the next wave

Real deal signals — not LinkedIn speculation

Free PDF. Takes 5 minutes to read. Could change where you deploy next.

Frequently asked questions

What happens on a boardroom growth strategy session? ▼

It's a working session, not a generic intro call. We'll look at your portfolio through an investor lens, identify where capital is underperforming, where risk is overpriced, and where operations are leaking profit. You'll leave with 3–5 concrete plays for the next 90 days.

Is the strategy session a sales call? ▼

No. The primary goal is to create value and clarity. We'll walk through your situation, map bottlenecks, and outline specific recommendations. If working together makes sense, we'll discuss it. If not, you still leave with a tactical plan.

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 runs a short intake to understand your goals and who is in the room.

What's the investment to bring Jerry to an event? ▼

Fees depend on format, location, and customization. Share your details in the application form and our team will follow up with options and pricing if there's a fit.

Can Jerry work with our leadership team? ▼

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

Get in touch

(954) 526-4693 jerrykatzceo.com [email protected]

Testimonials

John Doe

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Jane Doe