1:38

In this short, Catherine Bell explains how her firm leverages two decades of investing experience to create a personalized investor survey that captures each investor’s personality, priorities, and risk preferences in about 20 minutes. The survey output classifies the investor type, recommends deal types that will “make their heart sing,” and generates a 90‑day and a 12‑month investment blueprint. The firm then assembles the appropriate team, capital structure, and deal pipeline to match each investor’s profile, ensuring no two deals are identical. The co‑speaker adds that the firm’s buy‑box targets investments of roughly $1 million or one acre with a minimum 40 % ROI, using AI to source and evaluate opportunities across any asset vertical. They differentiate between cash‑flow‑focused properties for certain investors and longer‑term (3‑5 year) holdings with waterfall profit structures for others, tailoring the deal structure to the investor’s preferences.

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