THE INVESTMENT PROCESS
From offer to ongoing cash flow.
PHASE 1 • DAYS 1 TO 14
Strategy & sourcing
Investment thesis, target neighborhoods, budget, financing and a curated short list.
1
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2
PHASE 2 • DAYS 15 TO 25
Offer & escrow
Offer drafting, negotiation, opening escrow and earnest money deposit.
PHASE 3 • DAYS 26 TO 40
Inspections & due diligence
General and specialty inspections, title review and HOA document review.
3
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4
PHASE 4 • DAYS 41 TO 55
Appraisal & loan
Appraisal, underwriting cleared, insurance bound and final loan approval.
PHASE 5 • DAYS 56 TO 60
Closing & possession
Final walkthrough, signing, funding, recording and key handover.
5
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6
PHASE 6 • DAY 61 ONWARD
Operating & reporting
Property management begins, monthly reporting, cash flow distributions and ongoing asset management.