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Choosing Your Property Strategy
Updated over a year ago

Step 1: Assess Your Current Position

Determine Your Wealth Stage:

Identify whether you are at the cash flow, profit, or asset stage of your property investment journey.

  • Cash Flow: If you need to cover your expenses and lifestyle.

  • Profit: If you’re looking for non-recurring income sources.

  • Assets: If you're aiming for passive, long-term investments.

Evaluate Your Skills and Resources:

Reflect on your personal strengths, weaknesses, and resources. Consider your available time, financial resources, and business skills (marketing, sales, operations, finance).

Step 2: Choose an Appropriate Investment Strategy

Align Strategy with Resources and Skills:

  • If you have limited time and finance, focus on simple, passive strategies like buy-to-lets.

  • With more time but limited finance, engage in sourcing, Rent to Rent, or Lease Options.

  • If you have ample time and finance, consider flips, development projects, or HMOs.

  • For those with high finance but limited time, look into commercial properties or joint venture funding.

Understand Market Positioning:

Research the current market cycle of your chosen strategy to ensure it's not oversaturated or declining.

Step 3: Utilize Wealth Dynamics

Identify Your Wealth Dynamic Profile:

Take the Wealth Dynamics personality test to understand your natural strengths and areas where you need support.

Build a Complementary Team:

Based on your profile, seek partners, or team members who complement your skills and fill in your gaps.

Step 4: Set Clear Goals

Define Your Investment Objectives:

Establish clear, realistic goals based on your wealth stage, investment strategy, and personal strengths.

Create a Focused Plan:

Develop a detailed plan for achieving your goals, including target markets, property types, and investment amounts.

Step 5: Leverage Property Filter

Explore Property Filter Tools:

Use Property Filter's lead generators and other tools to find deals that match your strategy.

Educate Yourself:

Take advantage of Property Filter's educational resources to stay informed about market trends and investment strategies.

Step 6: Implement and Review

Start Investing:

Begin your property investment journey based on your chosen strategy and plan.

Monitor and Adapt:

Regularly review your investments and market conditions. Be prepared to pivot your strategy if necessary.

Step 7: Scale and Diversify

Reinvest Profits:

As you gain experience and success, reinvest your profits into more lucrative or diversified investments.

Expand Your Portfolio:

Consider diversifying into different types of properties or markets to spread risk and increase potential returns.

Conclusion

Remember, property investment is a journey. Start with a clear understanding of your current position, choose a strategy that aligns with your resources and skills, and be prepared to adapt as you gain experience and the market changes.

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