Strategic Investment Partnership
Unique Single-Family Development Opportunity
A guaranteed tenant, guaranteed exit strategy, and exceptional returns in Georgetown, TX
$1,000,000
Total Project Cost
$350,000
Initial Investment Required
2 - 4 Year
Total Investment Strategy
The Opportunity
Partnership Structure
Capital Partner: 80% ownership
Mortgage Advisor: 20% ownership + tenant
Total Strategy: 2-4 year investment timeline
Construction: 12-month build period
Lease Period: 1-3 years post-construction
Exit: Fair market value buyout
Location Advantage
✓ Georgetown, TX - High-growth market
✓ Austin metro area expansion
✓ Strong property appreciation
✓ Premium neighborhood development
Key Advantage
This partnership combines the capital partner's funding strength with the mortgage advisor's specialized expertise in residential and commercial real estate lending, market knowledge, and established lender relationships to create a winning investment strategy.
Risk Mitigation
Financials
Projections
Specifications
Project Timeline
Land Acquisition (Month 1)
Cash purchase to secure favorable pricing on lot listed for over one year
Construction Loan Setup (Month 2)
Mortgage advisor secures construction financing at zero commission cost
Construction Phase (Months 3-14)
12-month build timeline with regular progress updates and quality control
Permanent Financing & Move-in (Month 15)
Convert to permanent loan, tenant moves in, cash flow begins immediately
Buyout & Exit (Years 3-4)
Fair market value appraisal and 80% ownership buyout by tenant-partner
Why This Partnership Works
For the Capital Partner
✓ Guaranteed tenant from completion
✓ 105% rent coverage (PITIA + 5%)
✓ Definitive exit strategy
✓ $63k total loan savings guaranteed
✓ Professional property management
✓ Fair market value protection
For the Mortgage Advisor
✓ Earned 20% equity through expertise
✓ Custom home to specifications
✓ Bridge to traditional financing
✓ Georgetown location secured
✓ Rent-to-own pathway
✓ Sweat equity investment recognized
Next Steps
1. Property Analysis
Review specific lot details, pricing, and neighborhood comparables
2. Financial Modeling
Detailed cost analysis, ROI projections, and cash flow modeling
3. Legal Structure
Partnership agreement, ownership structure, and exit clause documentation
4. Financing Pre-Approval
Construction and permanent loan pre-approvals and rate locks