Can someone share an investor portfolio template?

[Emily Allen]

Hello! My husband and I are investors in the Atlanta area. We have a dozen single family rentals and we want to start buying apartments. We have several quite frustrating experiences so far where we couldn't even talk to the seller's agent. For example, we found an apartment on Loopnet. We called the seller agent and wanted to submit an offer. We emailed the offer to the agent and then just never heard back. We kept calling but couldn't get in touch with the agent. Then days later we found the property was under contract. When the property finally closed, we checked the price and found it's not so different from our offer. For example in the last case, the property sold for $375k and we offered $370k. The market is of course very hot. And I could totally understand if a good offer is accepted immediately so the seller agent doesn't want to accept any other offers. But from the way we were treated, I just felt we were not taken very seriously by the seller agent. The agents didn't even want to talk to us. Maybe it's because we don't have a proven track record in apartments? Our offers are usually cash offer with no contingency with proof of fund. But maybe the agent doesn't know if we can actually close or not?

I would really appreciate if someone could offer some good advice. I remembered Brandon said he prepared an investor portfolio book for bankers to get loans? Can someone share a good template? Maybe having a good portfolio book will help?

Thank you!