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Community | Education | Legacy
Community | Education | Legacy

Introduction
Consistent real estate success requires more than luck — it requires a system. A deal funnel helps you generate, filter, and evaluate opportunities efficiently.
Top-of-Funnel: Sourcing
Broker relationships
Sponsor referrals
Direct outreach
Conferences and networks
Mid-Funnel: Filtering
Does it meet our IPS?
Is it in our target market?
Are returns aligned with risk?
Bottom-of-Funnel: Deep Diligence
Underwriting review
Sponsor background check
Market and asset analysis
Investment Committee approval
Conclusion
A structured deal funnel saves time, reduces risk, and keeps your family focused on high-quality investments.
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