Market Research & Analysis:
Identify high-growth real estate markets
Analyze economic and demographic trends (job growth, population shifts, rental demand)
Track new construction developments and builder incentives
Provide insight into appreciation potential and long-term ROI
Builder & Developer Negotiations:
Identify reputable builders offering investor-friendly properties
Negotiate pricing, incentives, and contract terms on behalf of investors
Ensure construction timelines and warranties meet investment goals
Financing Assistance:
Connect investors with lenders specializing in investment loans
Provide guidance on loan options (conventional, DSCR, portfolio loans)
Help with pre-approval and lender requirements
Property Selection & Due Diligence:
Recommend properties that fit the investor’s criteria
Conduct pro forma cash flow analysis (rents, expenses, potential returns)
Assess the builder reputation and previous project performance
Assess lot position (topography, location, accessibility, and desirability)
Analyze supply and demand for rental properties in the area to ensure strong occupancy and rental income potential
Contract Review & Negotiation:
Draft and negotiate purchase agreements
Ensure contract terms protect the investor’s interests
Verify all builder commitments are documented
Coordination of Property Inspections:
Arrange third-party inspections on completion of new construction
Arrange a third-party reinspection of required repairs to ensure all deficiencies are properly addressed
Arrange an inspection of property management before closing to confirm property readiness and operational efficiency
Property Management Coordination:
Connect investors with vetted property management companies
Ensure lease-up strategies are in place (pricing, tenant screening, marketing)
Oversee the transition from construction completion to tenant occupancy
Rental & Income Optimization:
Advise on rental pricing strategies
Monitor rental market trends and recommend adjustments
Provide access to lease agreements and tenant management solutions
Ongoing Asset Performance Tracking:
Provide periodic reports on property appreciation and cash flow
Recommend refinancing or equity growth strategies
Alert investors to new opportunities based on portfolio performance
Exit Strategy & Portfolio Expansion:
Advise on 1031 exchanges for tax-deferred gains
Provide resale strategies when exiting properties
Help scale investment portfolios with additional acquisitions
Regular Investor Updates:
Provide market reports, property updates, and investment performance insights
Host webinars, Loom videos, and personal Zoom calls for investor Q&A
Send newsletters with industry trends, lending updates, and builder incentives
White-Glove Investor Experience:
Offer hands-off, full-service investment solutions
Build long-term relationships for repeat investments and referrals
Ensure a seamless experience, from contract to closing and beyond
