Carvalho, who posted more than $10 million in sales on 48 transactions in 2004, draws on her University of Arizona MBA degree and her experience as a management consultant when dealing with her clients—high-net-worth individuals looking for residential investments in the Phoenix area. Licensed in 2003 and herself an investor, she provides her clients with sophisticated financial analysis reports and communicates with them via e-mail on a regular basis. “Most of my investors are pleased to have someone work with them on an almost daily basis and not just on a transaction,” she says.
Hot marketing tool: Her most popular report is the weekly “Hot Sheet,” in which she analyzes several attractive investment opportunities. The analysis is so detailed that some clients have invested in properties sight unseen.
Taking it easy: Carvalho, a self-described “Type A”personality, says she has to remind herself to slow down and not try to do everything today. “People will make their decisions when they’re ready, and all I can do is present them with information.”