Method and formulating an investment strategy for real estate investment

摘要

The method discloses a rule-based decision process which formulates an investment strategy in terms of short term debt, long term debt, short term equity, and/or long term equity for a variety of property types and geographic markets. The first phase of the method achieves a visual representation of the condition of each of a selected territory's major markets, showing market direction and volatility determined on the basis of commercially available market research data which has been adjusted by the investing entity in light of actual local experience in the market. The second phase deals with the implications of the first phase results on four possible alternative investment types, namely, short term debt, long term debt, short term equity, and/or long term equity. This is accomplished by formulating a set of decision rules which enable the individual investors of the investing entity to uniformly evaluate specific types of investment for each property type in a respective market area. The result is again graphically portrayed so that the investing entity can easily formulate an actionable real estate investment strategy expressed in terms of investment types (namely, short term debt, long term debt, short term equity, and/or long term equity), for each market/property pair.