SERVICES: STAGE I
Investment Strategy & Planning
SIFF’s unique business model is designed clients make the right real estate investment choices through a thorough understanding of the financial landscape of each investor, including long-term goals and short-term assets.
Real estate investing is not for everyone. Real estate investing affects cash flow as well as appreciation, therefore, it requires oversight, discipline and an investment strategy based on reasonable expectations. SIFF works with you to create a personal investment plan – not a turnkey one-size-fits-all solution.
PLANNING SERVICES
- Comprehensive explanation of the characteristics of real estate investing versus alternatives.
- Development of a Personal Financial Profile that looks at age, earnings, expenses, assets, liabilities, projected future income levels, risk tolerance and lifestyle
- Goal-oriented real estate investment plan based on your goals and comfort level
- Map out a short- and long-term financing strategy
- Recommend types and quantities of properties, amount and source of down payment
- Clarification of trade-offs between appreciation and cash flow goals
- Explanation of and utilization of tax advantages over the life of your property investment
- Regular updates on current market conditions and investment cycles
George wanted to invest in rental property but thought he couldn’t afford it. Our Personal Financial Profile uncovered assents he hadn’t considered that allowed him to begin accumulating property and leverage his investments. Click here to read his story.
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| “I’m extremely pleased with the work SIFF Investment did helping me select and purchase my investment property. Within about a month of my initial conversation with them, I was in contract to purchase a duplex in Portland. My confidence in SIFF’s due diligence process and integrity was so high I bought my property sight unseen.” Frank T., engineer, San Jose, CA |
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The smart alternative to investing on your own.
Our Investment Philosophy
It’s a matter of supply and demand! SIFF’s investment philosophy is to look for areas with a good mixture of rentals and owners, relatively affordable housing and increasing scarcity of land to develop.
There’s no emotion to it for us. We to look for strong fundamentals and prospects for steady growth so that you optimize your investment. By leveraging local by-neighborhood research, local experts in lending and property management, and our own collective experience of investing in markets along the West Coast, SIFF stands apart from other property investment alternatives.
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