PORTFOLIO

INVESTMENT STRATEGY


In a landscape filled with different real estate investment voices, how can you decide which strategy is best for your hard-earned money?

After copious research and deliberation, I found that “buy and hold” rentals were the right approach for my goals for a few reasons: The mortgage on the property can stay fixed over the life of the loan while rents consistently increase, property values generally increase over the long term if purchased correctly, and cash flows can be relatively consistent over time. Plus, people will always need a place to live.

These factors meant that if I made good decisions, I could retire with a residual income stream and a consistently increasing net worth.

Fast forward a few years later, and my decision to invest in real estate has fundamentally change the trajectory of my life in multiple ways: It has allowed me to step off of the lucrative corporate finance track to pursue work that is more aligned with my values, it has helped me surround myself with a like-minded and fiercely supportive community, and it has given me the opportunity to build a business with people I truly like and admire.

Let’s discuss your dreams and the most appropriate real estate investment strategy to get you there.

INDIANA PROPERTIES


PROPERTY ONE

  • Property Type: Single Family: 2 beds/1 bath + Detached Studio ADU

    Investment Strategy: Long term rental + short term rental

    Purchase Date: February 2018

    Purchase Price: $95,000

    Market Value: $230,000

    Cash Invested: $37,660

    Monthly Rent: $2,125, subject to seasonality


PROPERTY TWO

  • SOLD: Spring 2022 | $102K Profit

    Property Type: Duplex: 4 beds/2 baths + 3 beds/2 baths

    Investment Strategy: Long term rental

    Purchase Date: September 2018

    Purchase Price: $185,000

    Market Value: $260,000

    Cash Invested: $56,421


PROPERTY THREE

  • Property Type: Single Family: 3 beds/1 bath/detached garage

    Investment Strategy: Long term rental

    Purchase Date: September 2018

    Purchase Price: $60,000

    Market Value: $130,000

    Cash Invested: $3,275

    Monthly Rent: $1,325


PROPERTY FOUR

  • Property Type: Single Family: 3 beds/ 2.5 baths/2 car garage

    Investment Strategy: Long term rental

    Purchase Date: July 2019

    Purchase Price: $133,500

    Market Value: $235,000

    Cash Invested: $17,680

    Monthly Rent: $1,575


PROPERTY FIVE

  • SOLD: Nov 2021 | $12K Profit

    Property Type: Single Family: 4 beds/2.5 baths, one car garage

    Investment Strategy: Long term rental

    Purchase Date: February 2020

    Purchase Price: $75,000

    Market Value: $160,000

    Cash Invested: $16,228


PROPERTY SIX

  • Property Type: Duplex converted to triplex, 3BR/2BA /1 car garage each side + studio basement

    Investment Strategy: Long term rental + short term rentals

    Purchase Date: July 2020

    Purchase Price: $247,500

    Market Value: $425,000

    Cash Invested: ~$85,000

    Monthly Rent: $5,000, combination of long term and short term rentals, subject to seasonality


PROPERTY SEVEN

  • Property Type: Single family, 3 beds/2 baths on a double lot

    Investment Strategy: Long term corporate rental

    Purchase Date: September 2021

    Purchase Price: $99,000

    Market Value: $180,000

    Cash Invested: $13,650

    Monthly Rent: $2,060


PROPERTY EIGHT

  • Property Type: Duplex, 3 beds/1.5 baths each side

    Investment Strategy: Long term rental + househack

    Purchase Date: December 2022

    Purchase Price: $207,500

    Market Value: $285,000

    Cash Invested: $40,000, before refinancing complete on BRRRR

    Monthly Rent: $1,300 for one side of the duplex