For Investors

Evaluate investment property with disciplined numbers and a defined exit plan.

Investment decisions need more than list price. The process should account for rent, repairs, financing, location risk, reserves, and the planned exit.

Start Here

What the investing process looks like

Investment decisions need more than list price. The process should account for rent, repairs, financing, location risk, reserves, and the planned exit.

01

Define the investment criteria

Clarify property type, target area, target return, budget, financing, repair tolerance, hold period, and exit strategy.

02

Screen the numbers

Estimate rent, vacancy, taxes, insurance, HOA, repairs, utilities, management, financing costs, reserves, and resale assumptions.

03

Review property risk

Look at building condition, code issues, tenant status, leases, deferred maintenance, local demand, and future resale limitations.

04

Structure the offer

Balance price, inspection terms, financing timeline, due diligence, closing costs, and the margin needed for the deal to make sense.

05

Operate or exit intentionally

Plan leasing, renovation, refinance, resale, or long-term hold decisions around the numbers that justified the purchase.

Planning

Investor resources

Review tools and next steps organized for sellers, buyers, and investors.