Key Decisions

The best place to start is right at the beginning! We’ll review the Key Decisions that need to be made before you get started on your Luxury Rental Journey.

First, we’ll get clear on why you want to invest in real estate, and what your investment style is.

Then we’ll decide your Avatar AKA the guest you want your properties to cater to.

After that, we’ll put pen to paper (not literally—remember, you brought your laptop to this) and narrow down the best locations for your potential properties as well as get clear on the type of property you want to invest in.

Moving on, we’re getting clear on budget—down payment, mortgage rates, and possibly delving into creative financing options you haven't even thought of yet.  

Next on the list is gross revenue goals because let’s be real: Coming here was an investment, and you want to make money. 

Moving on to the strategic approach, we’ll review the 4 Key Strategies for a Successful Short Term and Midterm Rental portfolio. 

Then we’ll focus on tax efficiency, so you can feel confident about keeping most of your hard-earned dollar bills in your bank account.

And finally, risk mitigation! We’ll talk about protecting your property and earnings from market fluctuations, legal issues, and even natural disasters.  

Takeaway: You’ll have 8 Key Decisions solidified, forming a strong foundation for our time together and the rest of your investment journey.  

Identifying Your Market

Next, we’re going to Identify Your Market. Not only will you be working in-person with several experts, but you’ll have access to all the tools necessary to narrow down your list to 1-2 cities.

Using the C.R.O.W Method, you’ll list at least 5 cities (but more likely 10-20) that you’re looking to invest in.

Then you’ll apply the 15/50 Rule (more on that during the retreat) to shrink that list down to just 1-2 cities. 

And finally, you’ll use our proprietary Custom Profit Map tool (seriously, no one else in the industry has this—it was created by one of our expert coaches) to determine how much money you can possibly make off of properties in specific zip codes. 

If you’re super detail-oriented, you’ll have the option of weighing those properties against the 4R Checklist and seeing how they measure up again Regulatory Landscape, Regional Factors and more. 

Takeaway: You’ll have confidently found 1-2 cities to invest in.

Realtors & Lenders

Moving on, we’re going to identify Key Relationships that need to be built to ensure your success—Realtors and Lenders. 

Fact: All realtors are not created equal, especially when it comes to investment properties.  

You’ll learn exactly how to source and vet the perfect realtor, one who knows their stuff when it comes to investment properties and the local legislation—so you don't end up buying a property where short-term and mid-term renting is illegal. 

Next, we’ll show you how to get access to the best properties. To get first dibs on hot, off-market deals, you need that golden ticket: 

A pre-approval letter from your lender. 

I have an exclusive rolodex of lenders who are eager to work with you and have a proven track record of success, and I’m giving you access to it. Dive into the rolodex, find your lender, and work in-person with my expert coaches to discuss down payment strategies.

Takeaway: You’ll be clear on a down payment strategy that works for you, and have found lenders to reach out to for a pre-approval letter.

Selecting Your Property

Now for the fun part. We’re going to Select Your (Future) Investment) Property!

I’ll walk you through the PACQ framework all my students successfully use to select lucrative properties.

It’s my all-encompassing strategy for understanding your property's market position and setting the optimal rental price (so you can make as much money as possible every single month) 

Together, we’ll walk through how to assess a property’s: 

Proximity to key locations

Amenities it offers

How it Compares to other properties

And its overall Quality

You’ll then locate properties within your top 1-2 cities, compare them against this framework and I’ll even show you how to use my Cash Flow Calculator to evaluate all those potential properties.

Takeaway: You’ll have 3-5 potential, highly profitable investment properties picked out.