Market Entry Strategy Package

Description:
A strategic blueprint to help you understand where and how to invest in the U.S. real estate market confidently. We analyze market fundamentals, regulations, tax considerations, and tailor recommendations to your goals.

What’s Included:
✅ Initial strategy call (90 minutes)
✅ Investor goals & risk assessment questionnaire
✅ U.S. market analysis report (3–5 target markets)
✅ Entry structure recommendations (LLC, LP, or trust)
✅ Tax and compliance considerations overview
✅ Customized step-by-step action plan

Benefits:
✅ Clarity on where to invest for your objectives
✅ Avoid costly trial and error
✅ Peace of mind knowing you’re compliant
✅ Save time and money on research

Outcome & Deliverables:

• Market Entry Strategy Report PDF (30–50 pages)

• 3 recommended investment markets with data

• Optimal ownership structure guidance

• Investment road map with clear next steps

Description:
Advisory and hands-on support to help you secure financing, attract co-investors, and structure deals to protect your interests and optimize tax outcomes.

What’s Included:
✅ Financing strategy development (debt, equity, partnerships)
✅ Investor pitch deck preparation
✅ Capital stack modeling
✅ Introductions to lenders and potential co-investors
✅ Deal term sheets review and recommendations
✅ Structuring guidance for compliance and tax efficiency

Benefits:
✅ Unlock financing options you may not know exist
✅ Attract the right partners and investors
✅ Ensure deals are structured correctly from day one

Outcome & Deliverables:

• Custom Financing Strategy Report

• Investor Presentation Deck

• Term Sheet Review Memo

• Capital Stack & Returns Model

Description:
End-to-end support to help you find, vet, and analyze U.S. real estate opportunities. Perfect if you want help identifying quality deals that meet your returns and risk criteria.

What’s Included:
✅ 2–3 deal options per month sourced & pre-vetted
✅ Financial modeling and projections
✅ Risk analysis and red flag review
✅ Comparative market analysis (CMA)
✅ Property tours coordination (virtual/in-person)
✅ Deal comparison scorecards

Benefits:
✅ Access off-market and curated deals
✅ Make investment decisions confidently
✅ Maximize returns through thorough analysis

Outcome & Deliverables:

• Monthly Deal Briefs (PDF + Excel models)

• Deal Comparison Matrix

• Recorded walkthroughs and commentary

Description:
Comprehensive support through closing and ongoing portfolio management. Ideal if you want a trusted advisor overseeing the process end to end.

What’s Included:
✅ Due diligence coordination and oversight
✅ Contract and legal document review coordination
✅ Closing process management
✅ Post-acquisition performance tracking
✅ Quarterly portfolio review calls
✅ Annual strategy update session

Benefits:
✅ Close with confidence—nothing falls through the cracks
✅ Protect your investment with professional oversight
✅ Stay aligned to your long-term goals

Outcome & Deliverables:

• Due Diligence Checklist and Report

• Closing Summary Package

• Quarterly Performance Reports

• Annual Strategic Review