The 8-Step process is designed to determine each client’s unique position and aspirations, to create and determine an investment strategy that best satisfies each investor’s objectives.
Investors enquire online
2. FREE CONSULTATION
One of our team members will contact the investor to arrange a free face-to-face consultation.
Objective: The meeting serves as an introduction between CPInvest and the client. At the meeting CPInvest will introduce our services, explain how we go about building income generating investment property portfolios and answer any questions or queries the client might have.
3. CREATE INVESTOR'S PROFILE
Investors then follows link as provided via email and follow instructions.
Objective: The Investors profile gathers personal information to assist CPInvest to determine investor’s financial objectives and capabilities.
4. INVESTMENT STRATEGY
CPInvest determine the best suitable investment strategy to achieve the long-term financial objectives of our clients through a thorough analysis of our clients’ current financial capabilities and objectives.
Objective: The investment strategy serves as a detailed plan of action to ensure the long-term success of the investment. It is important to have a clear and structured strategy to ensure the financial objectives of clients are met.
5. PRE-APPROVED FINANCE
Our finance team apply for financing at all the major banks in South Africa and negotiate terms and rates on behalf of investors.
Objective: A Pre-approved certificated gives us additional bargaining power with sellers and speeds up the process of purchasing a property.
6. SOURCING PROPERTY
Our property analytics team will identify properties that align with client’s investment criteria and execute a due diligence prior to presenting opportunities.
Objective: Sourcing the right property is key to the success of the investment and assists investors to reach objectives in the allocated time frame.
7. MANAGE & EXPAND PORTFOLIO
CPInvest offer clients discounted professional property services which is essential for above market average returns.
Objective: Our hands on approach, allows for great results and offer expansion opportunities. This is essential to the long term growth and success of property portfolios.
8. EVALUATE PERFORMANCE CONTINUOUSLY
CPInvest continuously evaluate, measure and compare the performance of investors’ property portfolios to determine if tailored strategy needs to be adapted.
Objective: Continuous evaluation and management keep investors informed and focused on the long term strategy and wealth accumulation. By annually updating the Investor’s profile enable CPInvest to understand our client’s current financial position to ensure the most efficient strategy for success is achieved.