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HERE IS A REAL INVESTOR CASE STUDY
Account Opened: 2018 Profile Investor: Thomas A. Location: Minnesota, USA Background: Retired Banker, Real Estate Management. Goals: More time to share with family, investments with transparency.
What Was Done
Initial Investment: $144K. First 2 properties sold within 1 month. Full portfolio sold and performing within 5 months.
Cap Rate Scheduled Performance
Projected Cap Rate 2019
Results
14.40%
PROPERTY 1
Cap Rate 2018
14.51%
PROPERTY 2
18.56%
13.32%
PROPERTY 3
10.77%
TM
140K
135K
130K
Stock Fund
125K
FIRST 2 PROPERTIES SOLD TO FAMILIES
ALL ASSETS PERFORMING
Market Comparison
INITIAL PURCHASE
FINAL PROPERTY SOLD TO FAMILY
Aug Sep
Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul
Feb Mar Apr May Jun Jul
2019
2018
Past performance is no guarantee of future results. We are not an investment firm, We are a wholesale real estate and property management company performing our actions as a trustee.
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