Let’s take control of your financial freedom. The health of your investment portfolio is driven by the efficiency of your team and strength of our relationships. These documents will be used to track, measure, and multiply efficiency by effectiveness. Efficiency and effectiveness are not the same thing. Efficiency is defined as the ability to accomplish something with the least amount of wasted time, money, and effort or competency in performance. Effectiveness is defined as the degree to which something is successful in producing a desired result; success.

Asset Inventory

Cash Flow Focus 

Monthly reports – You received an invite directly from RiverTown Realty

  1. Net Income
  2. Expenses
  3. Delinquencies
  4. Vacancies
  5. Evictions
  6. Issues 

Maintenance / Vacancy Hold Back Balance (10% of Rental Income)

  1. Debt Service Coverage Ratio (how many mortgage payments can be made if no income)
  2. Checking Account Balance – Setup QuickBooks connected to account, setup up monthly recurring transfers for HB and mortgage payments

On Track Quarterlies

  1. 1 year goal
  2. 3 year goal