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Investor Packages · Clear Scope · Clear Fees

Choose the investor support package that fits your stage.

Not a generic buyer service. A structured investor advisory model built for H1B, NRI, and immigrant professionals who want to build rental property wealth with discipline.

Core Offer 1

Investor Discovery & Portfolio Plan

$1,250

A paid strategy engagement that gives you a written rental investment roadmap before you start making offers.

Includes

  • Income and monthly cash-flow target model
  • Town shortlist based on yield, commute, and budget
  • Property type fit (SFR, 2-4 unit, mixed-use)
  • Financing path (DSCR, conventional, or cash)
  • Expected rent and vacancy assumptions
  • Risk review (repairs, reserves, rate sensitivity)
  • 90-day acquisition strategy
  • One strategy call + written roadmap PDF

Not Included

  • - Property showings
  • - Offer negotiation
  • - Ongoing advisory after delivery window
Book Roadmap Session

Roadmap fee can be credited toward acquisition support if you close with us within 6 months.

Core Offer 2

Acquisition Support

Transaction-Based

Investor-focused buyer representation for your first or next rental acquisition in Greater Boston.

Includes

  • Deal underwriting and numbers validation
  • Offer strategy and negotiation
  • Lender alignment (including DSCR)
  • Inspection and due diligence guidance
  • Closing coordination with lender and attorney
  • Post-close handoff plan for operations

Not Included

  • - Legal or tax advice
  • - Renovation project management
  • - Property management services
Start Acquisition Support

Separate from roadmap fee. Compensation is governed by your buyer representation and transaction terms.

Core Offer 3

Leasing & Tenant Placement

1/2 Month Rent

One-time tenant placement support to help owners price, market, screen, and lease a unit fast.

Includes

  • Rental pricing strategy
  • Listing setup and inquiry management
  • Pre-screening and showing coordination
  • Application packet review
  • Lease onboarding handoff

Not Included

  • - Rent collection
  • - Maintenance coordination
  • - Evictions or legal notices
  • - Day-to-day property management
Request Tenant Placement

This is a placement service, not full property management.

How fees work

  • 1. Investor Discovery & Portfolio Plan is a paid advisory engagement with a defined deliverable.
  • 2. Acquisition Support compensation is separate and governed by your active transaction terms.
  • 3. Tenant Placement is a one-time leasing service and does not include ongoing property management.

Informational only. This website does not provide legal, tax, or lending commitments. Consult licensed professionals for legal, tax, and financing decisions.

Acquisition process and typical buyer costs

The roadmap fee is an advisory investment. Acquisition costs are separate and tied to active property purchase and financing.

Typical investor acquisition flow

  1. 1. Define acquisition criteria and underwriting guardrails
  2. 2. Lender pre-qualification (DSCR or conventional)
  3. 3. Property tours and deal underwriting
  4. 4. Offer strategy, negotiation, and acceptance
  5. 5. Inspection, appraisal, and loan underwriting
  6. 6. Final due diligence and closing coordination

Typical out-of-pocket estimates

  • Inspection: $500-$1,200
  • Appraisal: $600-$900
  • Attorney / closing legal: $1,200-$2,500
  • Lender fees / points: lender and program dependent
  • Insurance + reserves: property and lender dependent
  • Down payment: commonly 20%-25% for DSCR loans

Estimates vary by loan type, property, and lender underwriting. Final numbers are confirmed during active transaction.

Frequently Asked Questions

Want help picking the right package?

Book a quick investor consult and we will recommend the best path based on your goals, timeline, and budget.