Identity Snapshot
Already owns properties but is drained by tenants, toilets, and turnover. Considering selling everything unless relief is found.
🔎 SWOT
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Strengths: Seasoned, already has equity.
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Weaknesses: Low energy, emotionally tapped out.
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Opportunities: Can scale passively with support.
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Threats: Selling everything out of frustration.
👥 Team Needs
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Full-Service Property Manager (Keck & Co.).
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VA/Admin Support for bookkeeping + tenant communication.
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CPA/Tax Pro to optimize current portfolio.
💰 Financial Priorities
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Audit portfolio: keep winners, sell losers.
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Focus on net ROI after management.
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Simplify: quality over quantity.
🧠 Mindset Shift
From “This isn’t worth it” → “I can own without being drained.”
🚀 Scaling Strategy
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Hand off all management.
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Rebalance portfolio (sell headaches).
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Consolidate into cashflow-rich, low-stress assets.
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Reinvest as JV Matchmaker or Tax Shelter Buyer.
⚠️ Risk Watchlist
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Emotional decisions (fire sales).
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Holding onto negative cashflow for too long.
🏡 Ideal Deals
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Mid-sized multi-family under management.
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JV deals where partner is active.
🔗 Investor Engine Fit
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Full Management (Keck & Co.).
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VA/Admin Services.
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Portfolio Rebalancing Consult (Investor Engine Pro).
