What will I be doing?

Unordered Tasks

None

Ordered Tasks

Sell Eden 2

Calculate financial model for Eden2 sale

Manage Eden 2 Renovation

Sell Eden2

Gratefully receive the profit

Pay tax in New Zealand

Move the money to USA

Setup Optimax Investment LLC

Create financial plan to buy 5 properties

Create Optimax Investment LLC

Put money in a self directed IRA and use it to buy investment property

Buy 5 Rental Investment Properties

Research properties

Create a budget

Create a timeline

Buy the first investment property

Buy the second investment property

Buy the third investment property

Buy the fourth investment property

Buy the fifth investment property

Mallorca Modern Homes

Create the Mallorca Modern Concept

Develop the Concept

Learn how to manage a construction project

Create a budget

Create Mallorca Modern LLC

Create the First Mallorca Modern Home

Create an onsite office

Find a lot

Create the high level 3D design my self

Hire an architect to finalize the plan

Get the planning permission

Hire a landscaper

Project Manage the building process

Get the home build

Hire an estate agent

Sell the home


Scale the Mallorca Modern Business

Identify lots for two or three homes


Develop multiple homes

Identify lot for ten homes

Build gated community of ten homes




Identify Learning Gaps

What is My Personal Wealth Building Creed?

I will build wealth continuously and safely.

 

I will build wealth by placing integrity and ethics first at all times.

 

Building wealth allows me to become more of who I want to be.


I qualify for amazing opportunities, happily receive money, gratefully take profits, and accumulate weath rapidly. 

Why is this the perfect vision for me?

I have a Professional qualification in design

I have local knowledge of Vista/Bonsall/Fallbrook to identify stunning locations

I love this area!

I use my design skills to design house and landscaping

I use my project management skills to manage the projects

I use my skill with numbers and spreadsheets to manage cash flow and equity

Who will I work with?

Catherine Dooley

Alpha Studio

Debra Carl Landscape


That Hutton  - Luxury Real Estate Broker Thad Hutton Homes

Win-Win homes - Builder

Mitch Royal - investor/consultant/advisor

Why will I succeed?

Experience 

  • Bought 3 homes in New Zealand and the USA in totally different markets and market conditions
  • Sold one home at a profit despite the recession
  • Designed and renovated an old german row house into a stylish apartment
  • Remodelled two different homes 
  • Industrial Design Degree
  • Travelled to more than twenty countries observing how people live and what they want from their environment
  • 15 years project management experience

What is my vision?


30 Second Elevator Pitch

I am a data driven real estate investor with a multi-million dollar portfolio of property investments in high performing markets across the USA. I'm also the founder and owner of Mallorca Modern,  a property developer of contemporary Mediterranean style homes in the perfect climate and beautiful landscapes of North San Diego county.



 By End of 2016


  1. Create a plan to get Eden 2 financial records in order, manage the renovation process and then sell Eden2
  2. Create a plan to buy an data driven investment property through HomeUnion
  3. Execute the plan to get Eden2 financial records in order, manage the renovation process and then sell Eden2
  4. Execute the plan to buy a data driven investment property through HomeUnion
  5. While doing steps 1-4, plan Mallorca modern in detail
  6. Increase my knowledge of being a real estate investor and developer.

What am I?

I am an investor and property developer.


I am:
  • Analytical
  • Great a planning
  • Great at data collection and presentation
  • Makes decisions based on the data in the plan
  • Makes decisions on a 'sense' for good investments that is part gut feeling, part experience, part intuition
  • Looks for opportunities all the time in the markets 
  • Creates a mental map of why different places and properties will be a good investment
  • Aware all the time of real estate markets and opportunities
  • Portrays confidence, clarity, and execution skills to others
  • Aware of multiple aspects of what it takes to succeed.
What abilities does a data driven investor and property developer have?
  • Ability to take a long term view
  • Ability to take short term, decisive action
  • Ability to create a plan and engage other people to execute pieces without them knowing the whole 
  • Handle paperwork, contracts, agreements
  • Negotiates for the best price
  • Ability to articulate a big vision to investors, architects, contractor buyers and real estate agents
  • Ability to focus on small details to investors, architects, contractor buyers and real estate agents
  • Ability to develop trust with  investors, architects, contractor buyers and real estate agents
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