Investing · Start with the reason

Start with the strategy, then consider the property.

Start with your goals, how long you expect to own, and how much risk you’re comfortable taking.

Build my investment criteria

Where to start

Three questions worth answering.

01

Have you explored financing, or would a conversation with a lender help you get started?

02

How much time and money can you commit to repairs, tenant needs and ongoing management?

03

What would vacancies, unexpected repairs or a slower resale mean for your budget and timeline?

How Brian helps

How we’ll work together.

01

We’ll get clear on what you want from the investment, then narrow the search around your budget, timeline and priorities.

02

I’ll research comparable sales and rents and help you weigh the price, potential repairs and ongoing costs.

03

I’ll guide the transaction from offer through closing and coordinate with your lender and other advisers along the way.

The investment lens

Four decisions before the property search.

Your search criteria should connect the property, its price, and its potential use to your investment goals.

01 · Objective

Set your goal.

Are you looking for rental income, a home to renovate and resell, long-term growth, or something else? We’ll start there.

02 · Horizon

Consider how long you’ll own.

Consider how long you expect to own, what could change, and your options if you need to sell.

03 · Involvement

Choose your role.

Decide how much management, improvement, tenant coordination, and day-to-day attention fits your life.

04 · Limits

Know your limits.

Identify what you need to verify, the cash you need to keep available, and the risks you’re willing to take.

Brian provides real estate services, not legal, tax, or investment advice. Your own qualified advisers should evaluate those parts of the decision.

No pressure. Clear next steps.

You don’t need every answer before we talk.

Build my investment criteria

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