Investment Strategy

Passive Wealth Properties (PWP) proven strategies of acquiring value-add multi-family assets to our portfolio has provided what our name says – Passive Wealth – for over a decade.

PWP’s thorough and comprehensive deal evaluation software leaves no stone unturned in the deal evaluation process.  The initial assessment and analysis are not done “on the back of a napkin” but within our proprietary underwriting software which is modeled after an analysis system that has evaluated $500MM in assets.  We take into account 147 customized points ranging from Cash Flow and IRR as well as how and when to reposition the asset PRIOR to moving to phase three.  Only those deals that have the potential ability to provide Passive Wealth for our investment partners are moved into due diligence, the third phase of our evaluation process.

During the due diligence process, every unit is evaluated by our hand-picked team of experts to determine potential pitfalls, value-adds, CapEx costs and return on that capital, and over 311 individualized checkpoints specific to each property.

Phase 4 begins the moment we acquire the asset.  We immediately begin to deploy our value add strategies (rehab and reposition the asset) while ensuring we provide our new and future tenants with the best living experience.

Each phase is intertwined to create Passive Wealth through consistent cash flow, a strong IRR, equity upside, superior long-term value, and strong downside protection.

ACQUISITION APPROACH

1. FOCUS
2. DISCIPLINE
3. VALUE CREATION

Passive Wealth Properties (PWP) proven strategies of acquiring value-add multi-family assets to our portfolio has provided what our name says – Passive Wealth – for over a decade.

PWP’s thorough and comprehensive Deal Evaluation & Underwriting Software® leaves no stone unturned in the deal evaluation process.  Our propriety Passive Wealth Strategy is broken into 4 distinct phases.

Phase 1 and 2 – Initial Assessment and Analysis

The Initial Assessment and Analysis are within our proprietary Deal Evaluation & Underwriting Software® which is modeled after an analysis system that has evaluated $500MM in assets. Simply said our analysis is not done “on the back of a napkin.”  We take into account 147 customized points ranging from Cash Flow and IRR as well as how and when to reposition the asset PRIOR to moving to Phase 3.

Phase 3 – Due Diligence

Only those deals that have the potential ability to provide Passive Wealth for our investment partners are moved into due diligence, the third phase of our evaluation process.

During the due diligence process, every unit is evaluated by our hand-picked team of experts to determine potential pitfalls, value-adds, CapEx costs and most importantly expected return on capital. In this Phase 3 our Deal Evaluation & Underwriting Software® strategically analyzes over 311 individualized checkpoints to help us select the perfect asset.

Phase 4 – Acquisition & Reposition

Phase 4 begins the moment we acquire the asset.  We immediately begin to deploy our value add strategies (rehab and reposition) while ensuring we provide our new and future tenants with the best living experience. The forth is the most critical phase and is the reason we pride ourselves in providing long-term Passive Wealth to our investors and
ourselves.

Phase 5 – Asset Management & Refinance/Sale

The final phase is where we deploy a relentless approach to improving the NOI (Net Operating Income). This approach improves the assets value, levels up the Class of the asset, and the living experience for our tenants. We are built strong enough to continue to deploy our previously devised strategies year in and year out, but wise enough to know when to pivot to provide greater value and return to our investors and ourselves.

Each of the 5 unique phases are intertwined to create Passive Wealth through consistent cash flow, a strong IRR, equity upside, superior long-term value, and strong downside protection.