How it Works

Step 1:

Property Discovery & Acquisitions

Once we’ve identified potential opportunities, our expert team filters based on a rigorous screening of key factors— including not just price, location and asset quality, but risk mitigation and long-term upside potential. This process ensures we only acquire investment properties that meet our goals and expectations, and that will pass the stringent underwriting process that follows.

Step 2:

Due Diligence & Final Underwriting

The initial underwriting process kicks off a comprehensive due diligence schedule that taps into our extensive structuring expertise. From onsite inspections to a financial deep-dive to mitigating potential risks while maximizing rewards, we dig deep on each potential deal, with only the most qualified and highest upside potential moving forward.

Step 3:

Renovations, Property Development, & Ongoing Value Add

To build value, Capital Performance Partners focuses on forced appreciation through renovation work to best position each investment property. By taking this critical step, our team is able to refresh or, in some cases, overhaul underperforming assets, increasing interest and driving rents in the right direction. This, in turn, immediately improves cash flow and long-term capital appreciation, while limiting ongoing maintenance expenses, creating a more valuable asset for all parties.

Ongoing Investor Updates- Our partners and investors receive updates every 60 days throughout the renovation process. Between these check-ins, the Capital Performance Partners' team is available via phone or email, as needed.

Step 4:

Stabilizing & Refinancing Assets

Investor Distributions- Once property is stabilized for 90 days, we refinance property long term financing at fixed interest rate. At that time, we pay off short term construction/acquisition loans and return investor capital. Long-term debt is then in place, investor maintains preferred returns for properties we hold or may choose to roll over returns into a bigger property of ours through 1031 exchange. Our process is anywhere between 1-5 years typically depending on the property, however, we don't exit on a fixed timeline, we discuss with investors and we exit based on the most optimized outcomes.

Step 5:

Managing & Operating Structured Assets

While it’s essential to choose high-potential investment properties, at the end of the day any asset can only perform as well as it’s managed. At Capital Performance Partners, we’re invested in not just our properties but also in the systems, processes, and tools needed to manage a portfolio of income-producing assets across multiple markets. We are co-founded by a CPA with over 40 years of asset management experience and tax strategy.