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Investor Process

A simple, transparent process from inquiry to returns. We've streamlined private lending to make real estate investing passive, secure, and profitable.

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A Proven, Founder-Led Investment Process Built for Safety, Speed & Transparency

Every deal follows a strict, institutional-grade workflow—designed to protect investor capital, maximize returns, and ensure total visibility from acquisition to exit.

Acquire

We source undervalued, high-quality opportunities using disciplined underwriting and proprietary acquisitions systems.

Fund

Investor capital is secured through attorney-managed escrow, recorded liens, and comprehensive due diligence.

Rehab

Systemized renovations maximize value while controlling cost, timeline, and operational risk.

Return

Strategic resale or refinance delivers strong, timely returns supported by proven exit strategies.

 

Step 1

Deal Sourced & Underwritten

We source off-market opportunities through agents, wholesalers, and direct-to-seller marketing. Every property must meet strict underwriting criteria designed to protect investor capital.

Underwriting Includes:

Comparable Sales Analysis

Pull recent sold comps within 0.5 miles to determine accurate ARV.

Detailed Renovation Scope

Line-item renovation budget from licensed contractors with 15% contingency.

Risk & Profitability Screening

Deal must meet minimum 25% profit margin and pass risk assessment.

Step 2

Property Under Contract

Once underwriting is approved, we negotiate terms and execute a purchase agreement. Earnest money is deposited with the title company, and due diligence begins.

Underwriting Includes:

Inspection & Repair Estimates

Licensed inspectors walk the property; contractors refine the final scope.

Title & Lien Search

Ensures the property has clean, insurable title.

Clear Timeline & Closing Terms

All contingencies, deadlines, and exit strategies are locked in before moving forward.

Step 3

Investment Opportunity Published

The deal is uploaded to our investor dashboard where private lenders can review full details and evaluate the opportunity.

Investors Receive:

Full pro forma & underwriting

Comparable Sales Data

Investment Terms & Returns

Current Property Photos

Detailed Scope Of Work

Exit Strategy Timeline

Every investor sees the same information; total transparency

Step 4

Investor Funding & Capital Protection

Once an investor commits, funds are wired directly to the closing attorney. Capital is never wired to us, ensuring investor protection at every stage.

Investor Protections Include

Attorney-Managed escrow
Third party protection

Recorded Lien (Security Deed)

First position lien on property

Title Insurance
Clean ownership verified

Promissory Note
Legal Loan Agreement

Loss payee on insurance
Named on policy

Weekly update & reports
Progress & Financial transparency

Step 5

Rehab & Project Execution

After closing, renovations begin immediately using a systemized project management approach.

Execution Includes

Pre-approved scope of work

Vetted contractor network

Weekly progress reports

Budget monitoring

Timeline optimization

Every dollar spent is documented and reported to investors

Step 6

Exit & Investor Returns

Once renovations are complete, we strategically list, sell, or refinance the property.

Investors Receive

Full repayment of principal

Contracted interest / return

Final report of project results

Option to reinvest in the next deal

This closes the project lifecycle

Timeline Overview

From funding to returns in 6-12 months

Week 1-2: Inquiry & Funding

Initial consultation, deal selection, legal documentation, and wire transfer to attorney escrow.

Months 1-4: Renovation Phase

Full renovation managed by our team. Weekly updates sent to your investor portal with photos and budget tracking.

Months 4-6: Listing & Sale or Refinance

Full renovation managed by our team. Weekly updates sent to your investor portal with photos and budget tracking.

Final: Closing & Payout

Full renovation managed by our team. Weekly updates sent to your investor portal with photos and budget tracking.

Total Timeline: Typically 6-12 months from funding to returns

Timelines vary based on renovation scope and market conditions

Built-in Protections

Attorney Escrow

All funds held by licensed closing attorney until documents are executed

Recorded Security

Security deed recorded in county records, foreclosable position.

Conservative Underwriting

Properties purchased at 75% ARV or below with equity cushion built in

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