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James Patel
Invest · Website chat · Captured Sep 15, 8:26 PM · Last touch Oct 1, 6:47 PM
Phone+1 (858) 555-0102
Next stepLikely
Next check-in with James is in 11 days.
Stage: Nurturing
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Conversation
I'm considering my first rental property. Where do the numbers make sense right now?
James · Sep 15, 8:26 PM
Smart move. It comes down to cash flow versus appreciation. Are you optimizing for monthly income, long-term equity, or a balance?
Assistant · Sep 15, 8:26 PM
Mostly cash flow, budget around 400k.
James · Sep 15, 8:28 PM
At that budget, small multi-units on the outskirts tend to cash-flow best. I'll send a worksheet and a couple of examples so you can run the numbers.
Assistant · Sep 15, 8:28 PM
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Lead details
EmailNot given
Phone+1 (858) 555-0102
Budget$400,000
Timeline6+ months
FinancingNot given
LanguageEnglish
Follow-up date & tags
Follow upOct 15
investor
Notes & activity
Sent the duplex cash-flow worksheet.
Oct 3, 6:00 AM
Booked a call via chat: Wednesday, Oct 21, 3:00 PM.
Oct 3, 6:00 AM