David Van Waldick

"David Van Waldick is a California-based real estate finance executive, advisor, and published author with more than 25 years of experience spanning banking, mortgage finance, real estate development, and capital advisory. Over his career, he has helped originate, structure, or advise on more than 400 million USD in committed residential and commercial real estate financings, working with developers, investors, institutions, and private capital sources across the United States.

He is the founder and CEO of Western Realty Advisors, a real estate and mortgage advisory firm, and the creator of PLUSAdvantage™, an AI-integrated real estate development and underwriting platform designed to modernize project analysis, capital structuring, and investor presentation for complex real estate projects. His work increasingly focuses on bridging traditional real estate finance with data-driven decision systems and practical AI tools for developers and capital partners.

Earlier in his career, Van Waldick guided more than 1,500 successful home buyers and owners through the residential real estate and mortgage process nationwide. He has held senior roles at major institutions including Wells Fargo Bank and Keller Williams, and operated his own brokerage and mortgage firms for over two decades. Known for his ability to simplify complex financial decisions, clients and peers have frequently described him as a trusted guide in an often confusing industry.

In addition to his real estate and finance work, Van Waldick is a military veteran, lifelong endurance athlete, and advocate for disciplined, systems-based personal improvement. His recent book, Put Down the Burrito: Your Diet Is Killing You, documents his data-driven reversal of type-2 diabetes risk and significant weight loss later in life—applying the same principles of accountability, structure, and execution that define his professional career."

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