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Nathalie Dave is Real Estate Advisor with Compass licensed in both, California and Texas, specializing in the Los Angeles & South Bay and the greater Houston metro.
Her practice is built for first-generation wealth. The founder after the exit. The physician or engineer whose equity finally became real. The artist after the year that changed everything. The family inheriting a South Bay home their parents bought decades ago, worth millions now, with decisions attached that their parents never had to make. Different doors, same arrival: money without the manual.
Old money inherits that manual: the family agent, the estate attorney, the quiet knowledge of how property is held, financed, and passed on. Nathalie’s clients are writing the first chapter of theirs, and her job is to hand it to them.
The home comes first: finding it, negotiating it, closing it. Then everything behind the home. How title should be held, and why that is decided before the offer is written. What a 1031 exchange or a trust purchase means in plain language, and when it matters. Which CPA, estate attorney, and lender belong in the room when income arrives as equity, royalties, or a single liquidity event.
She holds a Master’s degree in finance and the CIPS designation, so those conversations happen at the level of her clients’ other advisors. The point is never the jargon. The point is that her clients should never feel like tourists in their own purchase. The finance background is the reason those transactions come to her. A purchase involving an entity, an exchange clock, and tax exposure in two jurisdictions is a structuring problem before it is a property search. It is generally decided before the first showing, in conversation with a CPA and an estate attorney; an advisor who cannot hold that conversation arrives too late to affect the outcome.
She also represents creative professionals, whose income arrives in irregular royalty-weighted increments that conventional underwriting misreads as instability, and who need a room that can hold a working studio without a variance fight or a resale penalty.
And she works with clients in second-act transitions: divorce, widowhood, the move to a smaller home after decades in a larger one. California is a community property state, which makes the marital home a legal question as much as a financial one; those transactions are handled with discretion as a default, not on request.
Texas and California move on different cycles and tax residents on different logic. The dual licensure means one advisor handles both ends of a cross-state transaction rather than two who have never spoken.
She publishes quarterly market analysis for both markets. Her view of the luxury segment is that it tracks equity markets and liquidity events rather than mortgage rates, a rhythm the headline rate coverage consistently misses

















