Our Process
Our investment process is designed to be straightforward, transparent, and completely hands-off for our investors. From initial consultation through property acquisition and ongoing management, we handle every detail while keeping you fully informed at each stage. Below is a detailed breakdown of how we work with investors to build and manage their commercial real estate portfolios.
How It Works
Six steps to building passive real estate wealth
01
Initial Consultation
We begin by understanding your investment goals, timeline, risk tolerance, and capital allocation preferences.
- Review your investment objectives
- Discuss portfolio strategy
- Assess risk profile and preferences
- Answer all your questions
Timeline
1 - 2 Weeks
02
Deal Sourcing & Selection
Our acquisitions team presents curated opportunities that align with your investment criteria and our rigorous standards.
- Access to vetted opportunities
- Market and property analysis
- Detailed investment memorandums
- Transparent risk assessment
Timeline
Ongoing
03
Due Diligence
We conduct comprehensive analysis of every aspect of the property, from physical condition to financial performance.
- Property inspections
- Legal review
- Financial underwriting
- Environmental assessments
Timeline
4 - 8 Weeks
04
Investment & Closing
Once you commit to an opportunity, we coordinate all aspects of the investment process and property acquisition.
- Investment documentation
- Closing management
- Funding coordination
- Title and escrow oversight
Timeline
Ongoing
05
Property Management
Our professional management team takes over day-to-day operations, implementing our value-add strategy.
- Tenant management
- Capital improvements
- Property maintenance
- Operational optimization
Timeline
Ongoing
06
Reporting & Communication
Receive regular updates on property performance, distributions, and strategic initiatives.
- Monthly financial reports
- Annual tax documents
- Quarterly distributions
- Performance analytics
Timeline
Ongoing
Proven Track Record
Performance metrics that demonstrate our commitment to excellence
