The following videos shows the process we use to draw out the priorities within the investor so we can match to a strategy.
These videos are designed to guide you through the process of filling out the Strategy Sheet, and clarifying what is important to you and in an investment you purchase and own.
View the following videos and download the Strategy Sheet to prepare for our meeting together. Download in WORD or .PDF.
A. INTRODUCTION: review of what is coming in the following videos. (3:07)
B. FIND TOP MARKETS: how we search the U.S. for quality markets to invest in. (9:30)
C. CONSULTING 2.0: overview of concepts to fill out the Strategy Sheet. (13:39)
D. INVESTING STRATEGIES: different ways to invest money with an eye to the long term. (12:39)
E. INVESTMENT ID: how to ID the right property type once you have your priorities. (6:01)
F. CAPITAL STRATEGIES: discussion of reserves and how much to put down. (7:31)
G. STRATEGY & PLAN: practical steps for moving forward with the strategy. (16:14)
H. NEXT STEPS: what happens next. (1:15)
Download the Strategy Sheet to use during these videos.