Optimax Investment

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

Create a plan to get Eden 2 financial records in order, manage the renovation process and then sell Eden2
Create a plan to buy an data driven investment property through HomeUnion
Execute the plan to get Eden2 financial records in order, manage the renovation process and then sell Eden2
Execute the plan to buy a data driven investment property through HomeUnion
While doing steps 1-4, plan Mallorca modern in detail
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

401K to 100k in 2014

Date Committed: 1/1/2013

Target Date: 12/31/2013

Goal Achievement State: Complete -6 weeks late

Goal Achievement Plan:

1. Monitor 401K balances and stock graphs daily
2. Enter trades at technical entry

3. Exit profitable trades at technical exit points
4. Monitor progress to monthly goals in Global Financial View

Monitoring:
2/28/2014 - Ahead by $600

5/10/2014 - Behind by $3400

6/30/2014 - Behind by $1355

9/30/2014 - Behind by $2339

12/31/2014 - Behind by $3127

Actual Date Achieved: Feb 9 2015 - 6 weeks late