- One-on-one strategy consultation – Listening and reading can only take you so far. Get a one-on-one strategy session to create the right strategy for you.
- Educate you with local knowledge – You must know what’s going on in the market!
- Building your team – We have an extensive network of professionals and investors.
From there, you’ll know which strategies to focus on and learn more about. You’ll also have a better idea of where to invest and can reference our Investing Guides for Denver, Colorado Springs, or Pueblo. These guides cover a wide range of topics to provide you with in-depth information and analysis of the markets so you’ll know if your strategy is a good fit for the location.
Finally, you can start building your real estate dream team. Our Family of Companies are experts in their fields and provide services for every aspect of the real estate transaction process. We don’t just recommend them to our clients–we use for our own transactions, too.
Investment Strategy Consultation
You and the team will sit down to discuss your goals, answer your questions, and clarify your long-term investing strategy. You’ll walk away with a clear action plan
The rubber meets the road in our onboarding process since we’re going from strategy to walking properties. Our onboarding process typically focuses on:
- Establishing a relationship with a lender and getting a preapproval (or a proof of funds if you’re using cash).
- Establishing our working relationship.
- There is no better way to learn the market than by analyzing and walking properties. Our team will help you learn how to underwrite properties and what to look for when walking properties.
As we walk and analyze properties, you’ll hit a tipping point that makes you feel confident and clarifies the type of property, location, and desired return.
At this point, you and our team are dialed in and on the same page. It’s time to start the hunt! We’ll keep analyzing and walking properties until we find one that passes the “sniff test.” You’ll never have all the facts and details on a property before submitting an offer to buy it. We focus on making sure properties pass our “sniff test.” If it does, we put an offer in and hopefully get it under contract.
The due diligence phase of the contract is where we’ll help you peel back the onion to get as many details about the property as possible. As we gather all the information, we’ll do a final underwriting of the property to make sure it’s the right fit for you.
Congratulations when you make it to the closing table! We try to provide closing gifts that are useful. Don’t expect a bottle of wine and a cute cutting board from us. Rather, you can expect a lease (standard or room-by-room) drafted by our lawyer if you’re self-managing. If you’re house hacking, we’ll connect you with our house hacking coach who can help you set up your house hack and get it rented. We’ll also sit down and do a portfolio analysis with you as well, which is the ultimate closing gift!
During your first portfolio analysis meeting, our team will start building out your real estate portfolio spreadsheet. This is our custom built spreadsheet designed to start tracking the performance of your properties and your journey for achieving your long term cash flow goal. Plus a whole lot more!
Our process has been carefully developed and perfected to maximize success for our clients. We have found that by following these steps, our clients can successfully transition from passive learner to active real estate investor.
If you would like to take the first step toward achieving your real estate financial goals, schedule an Initial Consultation Call with us today!
- One on One Guidance: We want to get to know you, your long term goals, and investing situation.
- An Investing Strategy Tailored to You: Because every investor’s lifestyle and goals are different.
- A Clear Action Plan: You’ll walk away knowing exactly what steps you need to take to start your investing journey.
