Case Study – Rajendra Patel

A journey of an Immigrant making a fortune by diversifying investment. 

Background

Rajendra Patel, a 62-year-old immigrant was looking to survive the foreign land and ensure a good future for his family  He wanted to avoid high-risk investments like stocks while maintaining liquidity and ensuring a steady income. Given his moderate risk appetite, Daniel decided to explore fractional ownership of rental properties as a way to diversify his portfolio, reduce risk, and keep his capital easily liquidated.

Benefits Realized

Lower Capital Required

Diversification

Steady Income

Appreciation

Liquidity

We turn your dream to reality and we’ll never stop until you’re satisfied with the result

Investment Strategy & Metrics.

Challenged faced.

Infographics

Usabiltiy flesh that out, we want to empower the team with the right tools and guidance to uplevel our craft and build better.

Portfolio Diversification  by Property Types

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2019 – 2021

Diversification by Geography

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2016 – 2022

Diversification by Vendors

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2016 – 2019

Invested with Almost all the Vendors

Corporate

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Personal
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New Construction

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Equipements

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Lesson learned and Key Take aways.

Clients

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Cities

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International Awards

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Blog Posts

Build Portfolio & Exit by encashing

Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals.  The diverse helps you achieve financial stability, outpace inflation, and build a...

Understand Experts Opinion & Analyst Reports

Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals.  The diverse helps you achieve financial stability, outpace inflation, and build a...

Identify Shortlist & Review Opportunities

Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals.  The diverse helps you achieve financial stability, outpace inflation, and build a...

How would you determine your financial goals?

Setting Financial Goals for Your FutureFinancial goal is to grow wealth through passive income and diversify investments into secure with a mix of appreciating assets or high rentals.  The diverse helps you achieve financial stability, outpace inflation, and build a...

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Igor Landry

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Juanita Moran

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Rehaan Whitfield

Let’s Build Something Together!

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Email

Phone

(255) 352-6258

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