“Chris, What Should I Do with My Rental Portfolio?” is a top question I get.
It’s a loaded answer, but there are proven strategies I’ve seen that consistently generate superior returns!
If you’re like most Investors, you struggle with figuring out the “right move” for your real estate portfolio. That’s exactly why we’re launching The Portfolio Analysis Mastermind so that we can pass this knowledge along to raise the bar of the entire real estate investing community.
From Chris Lopez's Laptop
Friends,
The market has been on fire this year! Rents and prices are surging. The data and trends indicate that the market keeps appreciating. While the market continues to change and grow, it’s also creating opportunities (like, what to do with six figures in appreciation?).
Which brings up the question I get a lot, “What should I do with my rental portfolio?”
Well...It depends! There is no one size fits all answer.
Over the last few years, I’ve become a student of building wealth in real estate. Building spreadsheets, running models, dissecting investors’ portfolios - everything I could. I’ve loved every minute of it. Based on public responses so have many others!
It also became obvious that there were no tools or solid resources for investors to use. I've been working to fill that void.
The stars aligned! Earlier this year I connected with a web app developer to start developing an online platform for our Portfolio Analysis service. He's also a client and investor (so he "gets it").
It's built. Wow! The new software, Propertyllama, has surpassed my expectations. It's a tool that investors need in order to review and analyze their rental portoflios. Let's break it in and analyze your portfolio!
You're invited to join our Portfolio Analysis Mastermind. It's a 9-week program that combines Propertllama + Portfolio Analysis + Market Knowledge to deliver a clear plan for optimizing your rental portfolio.
Sincerely,
Chris Lopez
Portfolio Analysis Mastermind: Take Control Of Your Portfolio
A lot has happened (and appreciated!) in the market the last few years. All the change creates opportunity, but also a lot of confusion. This mastermind is your roadmap for identifying those opportunities and erasing the confusion. The goal is for you to have a clear understanding of your portfolio and what moves you need to make in order to align it with your goals.
What is it?
It's a comprehensive program built around our Portfolio Analysis service.
You'll get all your rental properties organized to understand the returns, clarify your goals and risk tolerance, identify various opportunities, and create your action plan. Let's optimize your portfolio!
Who is it for?
Real Estate Investors with at least two rental properties asking, "What should I do with my properties?"
What's the format?
Weekly virtual masterminds with a private members area to post questions and network. All masterminds will be recorded and made available to review. We'll host some in-person meetings too!
Curriculum
The mastermind is divided into three different phases over several sessions. This is a hands-on program! We'll be actively reviewing your portfolios, scenarios, and questions.
01
Organize and Identify
To have an understanding of your portfolio's returns, you must organize everything first. Identifying your goals and risk tolerance is also a must. These are foundational steps.
02
Identify Opportunities
With the current market the last few years, you'll have some opportunities! You can't use the same metrics at the time of purchase. Rather, we'll discuss and apply the key metrics to portfolio analysis.
03
Create Action Plan
Planning is nothing without execution. Creating an action plan with your next steps is vital. We'll help you create one so you have clarity.
Early Access to Propertyllama - Our New Investing Software!
Spreadsheets are great but simply don't cut it for analyzing rental portfolios. That's why we built Propertyllama, our brand new software built around our Portfolio Analysis service.
It'll give insight into:
- What's my return on equity?
- Should I sell, payoff, or keep it?
- What's my current annual return?
- The overall performance of your portfolio.
Bonus: "Lifetime Account" :) Keep access to your portfolio data!
Portfolio Analysis Team
I'm excited about the instructor lineup! We'll have all the right people at the mastermind to answer questions and provide value.
Chris Lopez
Founder of REICO
Host of Multiple Bigger Pockets Shows
Jenny Bayless
Real Estate Portfolio Analyst
Bigger Pockets Episode# 310
Portfolio Analysis
+
Propertyllama
+
Market Knowledge
=
Perfect Combo
The entire goal is so you walk away with an understanding of your portfolio and a clear action plan as to your next move.
Bonuses!
One-on-One
Session
Every member gets a one-on-one session to review their goals and portfolio!
In-Person Round Table Masterminds
We'll host a series of in-person events with breakout sessions for different topics and instructors. Come ask your questions!
Lifetime Propertyllama Account
We don't want you to lose your data, so you'll have a "lifetimer" account to access your portfolio.
FAQs
Is the Portfolio Analysis Program for You?
Do you own properties?
Do you have any of these questions about your portfolio:
- Should I pay off my properties?
- Should I sell or refinance to leverage up?
- Is it on track to achieve your financial goals?
- What's the best move?
- I'm stuck and confused... what do I do?
- Should I .....? What If .....?
If your answer is YES, then the Portfolio Analysis Mastermind is for you.
What's Included?
Everything you need to get a handle on your portfolio.
- A comprehensive review of your goals and portfolio to help you plan your next move
- Private Facebook Group to network and ask questions
- A free "forever" account with Propertyllama with your rental portfolio loaded!
- Multiple one-on-one sessions with Chris and his team
- You'll walk away with a clear action plan for your investments
- In-person mastermind and networking events
What's the refund policy?
It's simple: If you want your money back, tell us and you'll have it back. No questions asked.
I'm an agent/lender/etc, can I participate?
Yes! It's for investors, so please join. Feel free to invite clients if they can benefit from the program. I'm happy to have other real estate professionals there, just attend with your "investor" hat on, not in business development mode for your business. Please join us, learn, and add value to the group!
Disclaimer:
This information is designed to provide accurate and authoritative information with regard to the subject matter covered. It is offered with the understanding that the presenters are not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert advice is required, the services of a competent professional should be sought.