Our Proven Framework

Our framework combines market intelligence, strategic planning, and design thinking to help clients identify the right opportunities, invest with clarity, and execute with confidence.

From acquisition to launch, we build strategies informed by years of experience and built to perform.

Designed to meet you where you are, we offer two formats: ad-hoc phases, or bundled packages.

Phases

Each phase can be purchased independently, allowing you to move at your own pace and focus where you need the most support.

PHASE 1

$500 - $1,000

Strategy and Market Selection

Investment Strategy Session

  • Clarify financial goals (cash flow vs. appreciation)
  • Risk tolerance assessment

Market Selection Report

  • Comparative analysis of top markets
  • ROI, cap rate, occupancy, and regulatory comparison
  • Short-term vs. long-term rental suitability

PHASE 2

$1,000 - $2,000

Property Sourcing & Analysis

Curated Property Shortlist

  • Handpicked properties based on client criteria
  • Custom filters: budget, rental type, ROI, etc.

Investment Property Analysis

  • Pro forma cash flow projections
  • Cap rate, IRR, and application estimates
  • Nearby rental comps (short and long term)
  • Exit strategy outlook

PHASE 3

$500 - $1,000

Financing Guide

Financing Strategy Session

  • Optimal loan type (DSCR, conventional, hard money, etc.)
  • Down payment and leverage recommendations

Lender & Broker Matchings

  • Introductions to vetted mortgage brokers/lenders
  • Comparison of loan terms
  • Pre-approval assistance

PHASE 4

$1,500 - $2,500

Offer, Negotiation & Closing

Offer Strategy & Negotiation Coaching

  • Offer price recommendations
  • Terms structuring and escalation clauses
  • Negotiation support in tandem with agent

Transaction Coordination

  • Liaise with buyer's agent, attourney, title company, inspector
  • Timeline tracking
  • Due diligence checklist management

PHASE 5

$2,000 - $4,000

Post-Close Setup (Rental Ready)

Design & Setup Consulting

  • Renovation recommendation
  • Interior design match
  • Vendor coordination (contractors, cleaners, photographers)

For STRs: Compliance & Optimization

  • STR permit guidance
  • Dynamic pricing tools setup
  • Listing creation (Airbnb/VRBO), SEO keywords, title/copy

For LTRs: Tenant Placement & Leasing

  • Rental pricing strategy
  • Lease draft support
  • Tenant screening assistance

Packages

Whether you’re looking for a full-service partner or for strategic guidance, we offer flexible options.

TIER 1

$1,500 - $2,500

"The Strategic Investor"

For clients who want guidance selecting the right market and property but will handle execution themselves.

INCLUDES:

  • 1-on-1 Investing strategy sessions (goals, risk, rental type)
  • Custom market selection report (3-5 top markets)
  • Shortlist of 5-10 properties with projected ROI
  • Cash flow + cap rate pro forma for top 3 picks
  • Loan type guidance + sample lender introductions
  • Custom investment toolkit (checklists + calculators)
  • 1 Follow-up Call (30 min)

TIER 2

$3,500 - $5,000

"The Guided Buyer"

For clients who want expert support throughout the property search and purchase process.

INCLUDES EVERYTHING IN TIER 1, PLUS:

  • Weekly property deal reviews (up to 4 weeks)
  • Offer strategy + negotiation coaching
  • Custom lender + mortgage broker match
  • Closing checklist + timeline tracking
  • Access to partner realtor in client's chosen market
  • Legal/contract referrals (attorneys, inspectors, etc.)
  • 2 Additional check-in calls

TIER 3

$6,000 - $10,000

+ (project-based or % of deal)

"The Turnkey Investor"

For clients who want a completely done-for-you experience, from deal analysis to rental setup.

INCLUDES EVERYTHING IN TIER 2, PLUS:

Post-Close Services

  • Interior design consulting (STR or LTR)
  • Access to interior designers + setup vendors
  • Airbnb listing optimization (pricing, title, copywriting)
  • Professional photography setup (if STR)
  • Permit + regulation guidance for STRs
  • Tenant sourcing help + lease drafting (LTR)
  • Rental platform setup (Airbnb, VRBO, Furnished Finder, Zillow)

Investor Reports

  • Custom rental comps report
  • Final investment performance summary report
  • 90-day post-launch optimization call

Concierge Access

  • Dedicated Slack/WhatsApp thread
  • Weekly touchpoints until launch/rental
  • Priority scheduling for support

CONNECT WITH US

Schedule an introductory call to explore which engagement is right for you.

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