4647 White Bear Parkway
White Bear Lake,
Acquisition & Efficiency Planning | For the Established and Growing Real Estate Investor
Are you ready to go further?
Elevating your business to the next level can sometimes be an arduous undertaking. As you know, profits in real estate are made at the point of purchase not the point of sale. Being certain of what to buy, how to buy, and the frequency to buy can make or break your long term success as an investor.
Have you ever found yourself "shooting from the hip” regarding decisions that could have an impact on your financial future? Most individuals we encounter when honest with themselves indicate this has happened more frequently than they'd care to admit. Acquisition and Efficiency Planning seeks to limit this situation.
You've made it this far, challenge yourself you to do better.
To successfully advance your business, you have to know where you want to end up. Our goal is to understand your priorities and what you value most and help you develop a strategic plan allowing you to expand your business at a pace that is nimble, efficient and limits potential and unforeseen exposures to risk.
Areas we explore:
Our Goal is to provide an objective evaluation of all properties within your portfolio. We analyze the following criteria for each property and the portfolio as a whole.
Your completed analysis will help determine which properties are advancing you towards your goals and which, if any, may be holding you back.
We will prepare a Real Estate Focused Current Situation Analysis.
ALL sources of income, savings, investments, expenses, liabilities, insurances, real estate depreciation and taxes are taken into consideration.
For Efficient Acquisition Planning: Careful attention is directed to projecting a detailed cash flow analysis, incorporating income, expenses, and depreciation from your existing real estate holdings and the potential capacity to promote future acquisitions.
Please note, parts of this analysis are abbreviated from the Current Situation Analysis in our Comprehensive Financial Planning Service. If you would prefer to expand this analysis to a more comprehensive version, discounted pricing is available.
This step is about making efficient use of every penny. Wasted resources are identified and a plan is developed to reposition them to work toward expanding your investment real estate portfolio.
If requested, low risk investment options are available for accumulation of funds.
Based on analysis and evaluation completed in previous steps, we work together to develop a Risk Aware Acquisition Plan. Consider it your personalized roadmap to expansion, outlining what it will take to get you where you want to be.
Hypothetical purchases are modeled and resulting financials projected. Your plan is built on a time table that is efficient, feasible and financially wise. We take into consideration the following areas:
We provide you with an acquisition benchmark, a tool to measure future purchases and whether they have the potential to accelerate or delay your progress.
Sometimes it is important to know when to walk away from a potential acquisition. Numbers don't lie. Having a benchmark helps keep emotions in check, by having a baseline to gauge (grade) each purchase and the influence it will have on your over all plan.
Efficient Acquisition Plans are never static. Markets, interest rates, and life may change over time. You should expect your plan to evolve and adapt as needed. Periodic course corrections may be necessary to keep you on track to achieving your work optional life.
We encourage update meetings once a year, before and after each transaction, or if a significant attribute has changed.
Regularly monitoring your progress is just as important as developing the original plan.