What are your goals?
Short term positive cash flow, Minimize risk, Diversify portfolio, Maximize tax advantages, Mortgage interest deductions, Property tax deduction, Expenses, Depreciation, Lower capital gains, Active appreciation, Passive appreciation, Profit at sale, Investment for family and heirs.

THE PLAN
If you allow me, I will work with you to design a custom plan for your investments needs. We will create a business plan for North Texas. It will include your financial objectives, property types, the market and the neighborhood, marketing and sales analysis, and exit strategy.

In the business plan we will include.

Long Term Objectives
Equity growth, Cash flow gains, Retirement, Minimize risk, Diversify Portfolio, Minimize taxes

Financial Main Target and Investment Strategies
CASH FLOW GAINS
Short term investments A- 6 month or less; Build Homes, Town Homes, Condominiums, Hard money lending.

Short term investments B- 6 months to a year; Rehab Distress Properties, Builders, Discount, Short sales
COMBINATION CASH FLOW AND EQUITY GROWTH
One Year to Five Years; Combination rehab or new home builder with rentals, Land Development, Lease of condominiums, town homes, multi-property.
EQUITY GROWTH & REAL ESTATE SECURITY
Five years and more
Any combination of acquiring property and lease; Buy all cash or All payments go to amortize loans or
Minimize principal balance and interest rate.

Target Number of Properties and Type
Lease Plan and Property Management, Residential acquisitions, single homes, Duplexes and Multi units Land Acquisitions and Development New homes Building and buying at a discount Rehabs
Low income vs. Custom homes

Sales and Rentals Cycles
Budgeting for vacancies, Maximize rental and sales values, Analyzing initial investment vs. Cash flow and equity, What to expect in the life cycle of the property.

Creating the Right Team
Mortgage companies, Bank financing, Partners, Construction crews, Maintenance crews, Sales team
Insurance and bonds, Inspectors, Appraisers

Budgets and Financial Projections
Cash investment, Short and long term financing