All Forum Posts by: William Duncan

The coolest thing about the BP community is all the diversity. Diversity in people, markets, asset classes, investing strategies, everything! We always hear that a diverse investment portfolio is the best way to hedge against uncertainty, whether that be in the stock market, real estate market, or any other macro asset class. We don't get a lot of information on the psychology or strategies people are using to develop their portfolios, aka "Portfolio Architecture."

What I'd like to discuss in this forum is the following, for those who are willing to share:

-What are the short and long term goals for your portfolio? Why did you set the goals this way?

-How do you structure your portfolio to hedge against uncertainty? What are your reasonings?

-What do you consider a "diverse" portfolio and how do you structure your KPIs and metrics?

-Are Real Estate asset classes similar to securities, where there are asset types which are cyclical and counter cyclical? If so, which are they and why do they act that way? 

-What is your mindset when diversifying your portfolio? What are your risk tolerances and why? 

-When should one be looking to specialize vs. diversify? Are there ways to diversify within a specific asset class and investment strategy? 

-How do the different markets come into play when creating a diverse portfolio? Are you able to create a diverse portfolio in a single market? 

-Does your underwriting process change as you diversify? Why or why not? 

Thanks in advance! I hope to shed some light on this topic and get some understanding from some of the experts here!

Hey German,

I agree with John in that a home inspector would be a valuable addition to a GC walk through. It would cover your basis and give you additional ammunition for negotiations. 

I'd be happy to walk properties with you! I'm a licensed GC and Flip consultant. Part of my services is a Flip Consultation, which includes recommended scope of work, estimated costs, estimated ARV & comps, as well as recommended offer price. We work with clients to determine KPIs and build a strategy to place strategic offers which are poised to succeed in any market.

Let me know if you’re still looking for flip opportunities and we can get in touch!