Investor Services

To know an investor is to be one.

 

Prior to becoming a Realtor®, I worked as a management consultant evaluating new business opportunities and conducting feasibility analyses for Marriott Corporation’s New Resort Development Group. I am also an investor myself -- including a founding member of Veros Partners, LLC (a real estate investment group) -- and I have worked with several local real estate syndication projects. This background, combined with my experience in residential and commercial real estate sales, makes me uniquely qualified to assist with the acquisition or sale of investment property

 

Setting investment goals.

Many investment clients know what they seek to gain financially but are unclear how to get there. I can help you determine the best course of action by discussing the pros and cons of investing by yourself or as part of a group, "flipping" the property or holding it for a longer term, and managing the property yourself or hiring a management company.

 

Finding the right lender.

Lenders tend to specialize their services by property type. I provide clients with referrals to targeted professionals that best fit their profile, and I also help investors better understand the metrics those lenders will use when considering their loan.

 

Evaluating market inventory and identifying a specific property.

My residential real estate work helps me stay current with general shifts in the market that might affect any potential investments. Once we've located a specific property, I use local market indicators including CAP rates, GRMs, IRRs, price per sq. ft. values, per unit values, rents, and expenses to comprehensively evaluate whether the investment makes financial sense.

 

Writing a competitive offer -- and protecting your interest.

Each property and offer situation is different. I will help you write an offer that is strategic in nature, maximizing your chance of attaining the asset at the best possible value. Our goal is to ensure you attain the property at a price that enables this to be a profitable investment for you and to ensure that you have an ample opportunity to conduct a thorough due diligence on this potential acquistion. 

 

Removing contingencies and closing the loan.

Once you are in contract on a property, I will guide you through the inspection, loan and appraisal contingency processes as well as lead you through the escrow process. Each investment property acquisition has a different structure and needs associated with due diligence, appraisal and financing.  Together, we endeavor to ensure you buy right so that your investment works for you, upon acquisition and into the future.