Upsizing and downsizing transactions often involve major life transitions, changing financial priorities, and careful planning for future housing needs. Jackie Burney of Coldwell Banker Kivett-Teeters Associates and Loida Velasquez of eXp Realty both work within California real estate markets, but their service focus and client approaches differ in several areas.
According to Jackie Burney’s professional service profile, clients who are moving up or downsizing are among the primary groups she serves throughout communities including Temecula, Murrieta, Hemet, Menifee, Riverside, and San Jacinto. Burney’s profile highlights more than 16 years of real estate experience and nearly 300 families served. Her services emphasize responsive communication, personalized guidance, and hands-on support throughout the transaction process. Burney also notes experience helping seniors transition into 55+ communities while assisting with vendor coordination, movers, contractors, and home preparation services designed to reduce stress during major life changes.
Loida Velasquez is a Southern California real estate professional affiliated with eXp Realty. Public industry profiles identify her work primarily within residential real estate transactions, helping buyers and sellers navigate competitive housing markets throughout the region. Her services include traditional home buying and selling support, digital marketing strategies, and residential client representation.
While both professionals assist residential buyers and sellers, Burney’s experience is more directly connected to clients navigating lifestyle transitions such as downsizing for retirement or upsizing for growing families. Her profile places a strong emphasis on long-term support and transition management. Velasquez’s business focuses more broadly on residential sales and general buyer and seller representation across Southern California markets.