Identity Snapshot
Has been stressed, burned out, or burned before. Seeks calm, predictable investing to heal from past mistakes.

🔎 SWOT

• Strengths: Wisdom from past experience.

• Weaknesses: Fear-driven, may hesitate too much.

• Opportunities: Rebuild portfolio with guardrails.

• Threats: Quitting altogether due to stress.

👥 Team Needs

• Property Manager → remove daily headaches.

• Reliable Contractor → prevent surprises.

• Mentor/Coach → rebuild confidence.

💰 Financial Priorities

• Prioritize low-maintenance, low-risk deals.

• Focus on cashflow reliability over max ROI.

• Keep clear reporting to feel in control.

🧠 Mindset Shift

From “I don’t want to go through that again” → “I can invest without stress.”

🚀 Scaling Strategy

1. Exit high-stress properties.

2. Re-enter with turnkey/stable deals.

3. Rebuild with 2–3 confidence-boosting properties.

4. Transition into Turnkey Tactician or Tax Shelter Buyer.

⚠️ Risk Watchlist

• Overly risk-averse → misses good opportunities.

• Avoiding growth out of fear.

🏡 Ideal Deals

• Professionally managed multi-family.

• Turnkey or JV deals.

🔗 Investor Engine Fit

• Keck & Co. Management → offload stress.

• Pay-Per-Visit Maintenance Arm.

• Investor Engine Foundation Roadmap for clarity.