"Don't wait to Buy Real Estate. Buy Real Estate and Wait." — T. Harv Eker

Step 1: Schedule a Consultation

The first step in your real estate investment journey is to schedule a one-on-one consultation. We take a personalized approach, ensuring that the guidance you receive is tailored to your specific financial goals and investment objectives. Whether you're a new investor looking to discuss market conditions or a seasoned investor interested in refining your approach to return on investment (ROI), we are here to provide the support you need.

Our consultation process is designed to help you better understand your options and create a strategy that fits your unique needs. We will analyze your current financial situation, goals, and risk tolerance to recommend the best approach to real estate investing.

By scheduling a consultation, you'll gain valuable insights into the market, making it easier to make informed decisions as you move forward. This initial step is crucial in setting a strong foundation for your investment strategy and ensuring you’re prepared to take the next steps in your journey.

Step 3: Sign Investment Agreement

Step 4: Setup Local Account

Once you are ready to move forward, the next step is to sign an investment agreement. This formal agreement outlines the terms and conditions of your real estate investment, ensuring both parties are aligned on expectations, roles, and responsibilities. It serves as a clear roadmap for your investment journey.

The investment agreement also protects your interests, setting the foundation for a transparent and professional partnership. Whether you’re investing individually or through a group or fund, this contract helps define the scope of your involvement and the projected return on investment.

Signing this agreement is an important step in formalizing your commitment to the process and moving from the planning stage to active investment. It ensures that all legal and financial details are in place before you begin making decisions on properties and funding.

Step 5: Fund Your Account

Equity share opportunities for our investment group will be allocated on a first-come, first-served basis. Once you commit to investing in a project, a 10% deposit must be made to your local bank or trust account (via attorney) within 48 hours. Proof of funds for the full investment amount is required at least 30 days before closing. For both short-term and long-term note holders, we also request proof of funds 30 days prior to closing to ensure a smooth and stress-free process.

Step 2: Choose Your Adventure

Step 6: Voting and Account Management

Once you’ve chosen your investment vehicle and your capital is working for you, it’s essential to stay engaged in managing your account. To simplify this process, we offer a Personalized Dashboard that consolidates all of your investments into a user-friendly format, making it easy to track performance and monitor your portfolio.

For Loan Holders, the system operates on full auto-pilot. Monthly payments are automatically deposited into your account, and you'll receive monthly statements via email. Your dashboard will also be updated to reflect the latest transactions and balances.

For those involved in direct property ownership, most management tasks are automated, with the exception of Equity Share Voting. In cases where repairs exceed the limits outlined in the LLC agreement, or when a major management decision affects all parties, investors will have the opportunity to vote. The voting power is based on your ownership percentage, ensuring that your interests are fairly represented and that decisions are made in alignment with your financial goals. This system ensures active involvement when necessary, while still offering a streamlined approach to managing your investments.

The next step is to choose the right investment vehicle that aligns with your financial goals and risk tolerance. There are numerous ways to invest in real estate, each with its own set of benefits and considerations. It's important to carefully evaluate each option to ensure it supports the returns you're targeting.

Your choice of investment vehicle will largely depend on factors such as the amount of capital you have available, your desired return on investment, and how much time you're willing to dedicate to the investment. Whether you opt for direct property ownership or prefer the stability of long-term loans, making the right choice is essential for setting a solid foundation for your investment strategy.

Each option requires a tailored approach, considering both your financial goals and your level of involvement. By choosing wisely, you'll be well-positioned to maximize returns and minimize risk over time.

Once you’ve signed your investment agreement, the next step is to establish a local bank account. This account will be dedicated exclusively to your SOCO TKI real estate investments, providing you with an organized way to manage funds, track expenses, and streamline financial transactions, all while maintaining proper records for tax purposes.

Having a separate account is essential for ensuring clarity and organization, keeping your investment related funds distinct from personal finances. This separation not only simplifies financial management but also enhances your ability to monitor and control your investment activities.

Additionally, having clients set up a local account strengthens our connection to the community. It also helps to ensure accuracy and allows us to address any issues quickly and efficiently when they arise.

In many cases, having a local account is also required for compliance with local regulations and may simplify the process of obtaining financing.