Roadmap
Portfolio Roadmap System
Milestones, target portfolio size, equity targets, cash flow targets and annual acquisition pace across four horizons.
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Today — Properties
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Today — Equity
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Today — Monthly CF
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Today — Portfolio Value
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1-Year Roadmap
Year 1Target Properties
3
Target Equity
$96,000
Target Monthly CF
$336
Acquisitions / yr
1
Focus on stabilization, refinance triggers, and one high-conviction acquisition.
3-Year Roadmap
Year 3Target Properties
6
Target Equity
$128,000
Target Monthly CF
$448
Acquisitions / yr
3
Diversify across at least 2 markets and 2 property types. Build 3-month reserve.
5-Year Roadmap
Year 5Target Properties
9
Target Equity
$160,000
Target Monthly CF
$560
Acquisitions / yr
4
Approach Professional tier — refinance to scale, formalize entity structure.
10-Year Roadmap
Year 10Target Properties
16
Target Equity
$240,000
Target Monthly CF
$840
Acquisitions / yr
6
Generational portfolio. Begin estate, trust, and legacy planning.
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