Maturity Model
Investor Maturity Model
Hybrid progression model: weighted Investor Score plus portfolio milestones.
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Current Stage
New Investor
Stage 1 of 5 · Investor Score 0/100 · 4/4 milestones met
Stage 1
New Investor
Stage 2
Emerging Investor
Stage 3
Established Investor
Stage 4
Advanced Investor
Stage 5
Wealth Builder
Current Requirements
- Investor Score ≥ 0Current 0
- Properties ≥ 0Current 0
- Equity ≥ $0kCurrent $0k
- Monthly cash flow ≥ $0Current $0/mo
Path to Emerging Investor
- Investor Score ≥ 40Current 0
- Properties ≥ 1Current 0
- Equity ≥ $50kCurrent $0k
- Monthly cash flow ≥ $200Current $0/mo
Investor Score
0/100
Wealth Score
0/100
Cash Flow Score
0/100
Risk Score
0/100
Higher = safer
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