Identity Snapshot
Adventurous investor exploring foreign markets for lifestyle, freedom, or opportunity.

🔎 SWOT

• Strengths: Bold, open-minded, risk-tolerant.

• Weaknesses: Complex tax/regulation hurdles.

• Opportunities: Diversification + global opportunities.

• Threats: Poor oversight in distant markets.

👥 Team Needs

• Cross-Border Tax/Legal Pro.

• Local Property Manager (abroad).

• Keck & Co. Anchor Management (for stable home base).

💰 Financial Priorities

• Strong FX + tax planning.

• Balance lifestyle vs. financial ROI.

• Add a stable domestic anchor property.

🧠 Mindset Shift

From “International investing is fun” → “International investing requires systems.”

🚀 Scaling Strategy

1. Audit foreign holdings.

2. Add stable domestic property.

3. Leverage partnerships abroad.

4. Graduate into Strategy-First (JV Matchmaker or Cashflow First).

⚠️ Risk Watchlist

• Cross-border tax surprises.

• Overestimating ROI due to FX shifts.

🏡 Ideal Deals

• STRs in tourist hubs.

• Local JV partnerships abroad.

🔗 Investor Engine Fit

• Investor Engine Roadmaps (cross-border focus).

• Domestic Anchor Management (Keck & Co.).

• Cross-Border Advisory Partners.