Key Takeaways
- Three dimensions: personal finance health, investment controls, and review cadence.
- Pre-acquisition checklist: DSCR 1.25x+, LTV under 70%, DTI under 45%, 6-month reserves, policy compliance.
- Scaling criteria are stricter than first-acquisition criteria — existing properties must be healthy.
- Strengthening existing positions always takes priority over expansion.
- Financial discipline is a permanent competitive advantage, not a temporary effort.
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Test Your Knowledge
1.What is the recommended cadence for bank account reconciliation?
2.What must be verified before acquiring each new property?
3.When should an investor prioritize strengthening existing positions over expansion?