This is the planning phase. Before purchasing a new investment property we help you look at your personal situation to include age, income, assets, liabilities and your personal investment goals. This is truly the only way to ensure you are making a wise decision that will produce the income and success you want.
Not planning ahead can result in making poor investment decisions and ultimately losing more than you gain. This is why all of SIFF’s services begin with a Free Consultation & Personal Review. The free consultation will include a needs analysis, portfolio review and clarification on any questions you may have.
Step 1. Start with a Free Consultation & Personal Review
Once we understand your current situation, resources, and goals, we can begin the purchasing process. What makes SIFF unique is that we are able to coordinate and oversee the entire process to ensure you receive the best service, pricing and investment options.
Step 2. Financing (Mortgage Qualification)
Your SIFF advisor can help determine which mortgage option is right for you. Ultimately, the best loan is the one that suits your personal needs, situation and investment goals.
Step 3. Property identification
We work with our qualified Realtors and partners to identify properties that match your investment goals, resources and objectives. Your SIFF advisor will perform a return on investment analysis for potential properties to see if the numbers make sense.
Step 4. Offers and Negotiations
SIFF ensures you receive the best price through overseeing the due diligence process, a detailed analysis, appraisal, inspection, contingencies and compares any potential property to the rest of the market. SIFF also works with the seller’s agent through negotiations to secure a low purchase price and to optimize the terms.
Step 5. Closing
We work with the assigned Realtor to ensure a smooth closing and answer any questions you may have along the way.
Step 6. Asset Management
After the closing, SIFF can provide ongoing Asset Management services for your new property to ensure it is managed correctly. Our goal is to optimize your income and minimize your expenses. Purchasing a new property is just one of many steps needed to have a successful investment portfolio. Without analysis and the proper management systems in place, you can lose more than you gain. Having an experienced TEAM like SIFF is the key! Please see our Asset Management page for more information about this service.