Real Estate  Acquisition

The real estate acquisition process can be convoluted and often complex. With the aid of property management agents, real estate consultants, and maintenance specialists, we can minimize the risk associated with the complexities. We work with a specialized team of professionals who are different for three important reasons:

1. They sign a non-compete agreement with us.
2. They have experience in protection related real estate acquisition.
3. They are searching for deals that generally would not be available to the average investor.

The acquisition plan outlines the homes we will be accumulating along with the history, style of property, projected rents, costs, and holding timeline of all investment properties we acquire.

Planning & Portfolio Management

The acquisition and management process of real estate, as an investment, should be approached from a planning perspective. Good planning entails, at a minimum, three areas of focus:

1. Protection
2. Accumulation
3. Distribution

Distribution, which takes patience, is where each of us need and want to be in the planning process. Distribution is how we exit the plan. This is where savings, focus and patience finally pay off. Owning and managing real estate is no different, our job is to determine when and how to distribute accumulated assets. We take the planning approach to real estate, and expect our clients to do the same.

Property Management & Maintenance

Managing and maintaining your investments is the most important aspect of a good plan. Because we focus on the long-term side of real estate ownership, it is important that your assets are managed the proper way.

Our specialists educate and prepare you for the process of accumulation and ownership. The following are all part of the property management plan:

1. Management contracts
2. Lease agreements
3. Company guidelines
4. The management team
5. K1’s
6. Annual cash-flow summaries

Annual meetings are held to update you on your investments, keep you informed, and address any concerns associated with them.