A Document that is written
A Document that is writtenBlueprinting is the process of creating a written outline detailing the steps necessary to advance to the next chapter of your real estate investing career.
Why does writing it matter? Goals are 42% more likely to be achieved if they are written. What is even more remarkable is that success improves when a resource for accountability is added. Source: dominican.edu
A plan that is detailed
How detailed should your blueprint be? EXTREMELY! Your blue print is only as good as the information provided.
Garbage in Garbage out! If the input details are garbage, you can expect the projected outcome to also be garbage.
Coordinated with entire financial profile
Is your blueprint coordinated with all aspects of your financial life? Most real estate investors we encounter acquire real estate as an additional means to accomplish financial independence or freedom.
In order for a blueprint to be complete, it must take into account all aspects of one's personal finances if it is to be successful.
Analyzed and scored via simulation
The written outline is then given a score to indicate its calculated probability of success.
How is this accomplished? It is run through a Monte Carlo simulation in which 1000 randomly generated scenarios based on historical market outcomes test the blueprint resulting in a score indicating a calculated probability of success. How will your blueprint measure up? What will be its chance of success? 80%? 90%? 100%?
Stress tested against life's inevitable curveballs
How does the blueprint measure up when life throws its curveballs? (higher inflation, higher interest rates, higher taxes, lower returns, higher expenses, and more)
Agility | The ability to adjust on the fly to ever changing environments
Can potential changes and hypothetical scenarios be modeled quickly via a few clicks of a button and result in instant recalculation of all aspects mentioned above?
Collaboration and accountability
Do you have access to a financial professional acting as a fiduciary, collaborating, and game planning right along side you? Helping coordinate your plan, updating on a regular basis to make sure you are on track to achieving your goals, while factoring in any unexpected changes?
Acquisition Planning
Having clearly defined goals and a custom action plan can help minimize haphazard guessing or "chasing the next deal" to help you grow smart and efficient while achieving financial independence through a deliberate process.
Exit and Contingency Planning
Perhaps it is time to take back your life from the hassles of owning multiple properties. We can help you transition to a life where you devote your time to the things that matter most in a way that is planned and strategic. We evaluate and present options based on taxes, cashflow and quality of life requirements.
Tax Advantaged Investments
Access to traditional and alternative investment offerings and strategies.
Offerings for accredited investors only
Limited Partnerships
Private Syndications
DSTs (1031 Exchanges & 721 UPREITs)
Qualified Opportunity Zone Funds
Alternative Roth Conversion Strategies
Real Estate Cashflow Analysis
The complete report projects out (10 years) various calculations and ratios designed to better understand the profitability and potential levels of risk associated with each property in your real estate portfolio. It will take into account the potential impact of taxes and depreciation.
We use it frequently with our clients as another lens to analyze income property and how that property might compare to the real estate portfolio as a whole. (i.e. is it potentially adding to the portfolio, or potentially dragging down the portfolio) The projections also help present insights as to when changes may need to be considered to the financial makeup of the property. It’s a planning tool used with clients to help make more informed decisions as they relate to the achieving their ultimate goals.
An abbreviated version is made available on a complimentary basis. The full report is available to subscription-based clients.