How to Invest in Real Estate the SMARTER Way

Strategy Phase

Now is the time to get crystal clear on why you’re investing and what your long-term goals are. This often overlooked step is actually the most important. Why? Strategy will determine how you should invest, from choosing market and property types to picking your ideal tenants and team. Let’s ensure you chart a winning course!

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Market Phase

After defining your strategy, it’s time to find a strong investment market. This stage will help you decide whether to invest locally or long-distance. You’ll also learn how to analyze markets based on your strategy and how to build a trusted team of local experts. Ready to go?

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Acquisition Phase

What does it mean to acquire the perfect property? As SMARTER real estate investors will tell you, the “buy” step is where money gets made! Successful acquisition means finding, analyzing, and funding the best deal for you.

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Rehab/Rent Phase

Exploring next steps for your recently acquired property? Whether you’re rehabbing, renting, or both, there’s a lot to consider, including contractor selection, property management, and tenant placement. Let’s dig into the ideal make-ready process and prepare your property for successful rent or retail.

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Tracking Phase

It’s time to talk about real estate asset tracking. To stay organized—and on course towards your end goals—you need the right system. Whether you’re self-managing or working with a skilled property manager, find the best platform and tools for tracking your work orders, cash flow, expenses, and more.

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Exit Phase

A successful exit or exchange is the direct result of an informed strategy. There’s simply no other way to maximize your investment potential. When it’s time to exchange, sell, or refinance your property, connect with experts who will help make your exit excellent.

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Repeat Phase

What does it take to rinse and repeat? To scale a portfolio, you’ll want to repeat what’s working, and learn from what’s not. Sticking with this process takes big stamina and good resources. Learn how to evaluate your progress, scale your portfolio, and partner for long-term success, checking off REI goals as you go.

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The SMARTER way
to invest in real estate

Explore the seven SMARTER phases of real estate investing

The SMARTER way to invest in real estate

Explore the seven SMARTER phases of real estate investing

The SMARTER way
to invest in real estate