How to Build Your Real Estate Investing Strategy

How to Build Your Real Estate Investing Strategy

When Building a Strategy, First Ask Yourself:

1. What is my objective – income or wealth accumulation?

2. What is my investment horizon?

3. How much should I invest – today and over time?

4. Should I purchase with all cash, or use leverage?

5. Where should I invest?

What Is My Objective?

Income Growth BalancedCash Flow Monthly Appreciation

Over TimeA Bit of Both

Pick your Real Estate Objective:

Next Question, What Is My Investment Horizon?

Pick Your Time Investment Horizon:

Once You Decide on How Much Time You Have to Invest, We Can Help You Determine:

1. Type of Investment2. Type of Financing3. Frequency of Investment

To Meet Your Financial Goal

Short Term Intermediate Term Long Term

If Your Investment Horizon is Less Than 5 Years (Short Term):

• Income Properties

• All Cash Purchase

• One Time Purchase

$100K Investment – All CashUp frontinvestment

Immediatecash flow

Free and clear asset

If Your Investment Horizon is Between 10 to 20 Years (Intermediate Term):

• Balanced• Cash +

Leverage• Initial +

Periodic Investments

$100K Investment -15 Year LoanUp front investment Years 1-15 Year 16 & beyond

If Your Investment Horizon is Between 20 to 30 Years (Long Term):

• Growth Properties

• 75% Leverage• Additional

Investments

$100K Investment - 30 Year Loan

Up front investment Years 1-30 Year 31 & beyond

Should I Use All Cash or Leverage?

1. When should I use financing?2. How does my time horizon

impact things?• LTV• Length of mortgage• Benefit of leverage to your

potential return

Where Should I Invest?Many investors buy a rental property nearby. However that can be expensive and may not be

profitable. But if you expand into other areas, you can purchase multiple investments for the same price and increase your cash flow.

Where Should I Invest?

Look at Markets with Job Growth, Favorable Rent to Home Value Ratios, and Additional Positive Economic Factors.

Our data analytics looks at these factors and more to determine investment neighborhood opportunities like the Indianapolis Market featured above.

Examples of Pre-vetted Investment Properties

Register for a free account at investor.homeunion.com to see more.

Types of Assets: Income

Types of Assets: Growth

Types of Assets: Balanced

About HomeUnion

Investment Platform• End-to-End Services• Analytics Driven• Fully Transparent Process &

Reporting

You Invest, We Do the Rest

Easy Real Estate InvestingHomeUnion helps you:

Select a Property

Acquire a Property

Manage a Property

Track Performance

Sell When Ready

To get a customreal estate investmentstrategy, pleaseschedule a free consultation with ourReal EstateSolutions Manager.