Case Studies
Meet the Investor
Greg, a Senior Account Executive, came to The Elle Group with a clear mission: achieve financial freedom through real estate.
Greg had already taken early steps into investing and was seeking expert guidance to grow and refine his existing portfolio. With a budget of up to $1 million and a readiness to act, he was positioned to move quickly—but needed the right property and the right partner.
The Challenge
While Greg was financially prepared, he entered the market at a volatile moment. Interest rates were rising, and deal analysis had to be airtight. His main concern: “Would the numbers still make sense by the time we closed?”
Navigating a sensitive rate environment required caution, precision, and ongoing recalibration.
The Strategy
Lien and The Elle Group provided a steady hand and a clear path forward:
- Targeted Multifamily Search: Focused on mid-tier investment opportunities to balance affordability with rental upside
- Conservative Underwriting: Carefully modeled projections to withstand rate fluctuations
- Cosmetic-Only Rehab: Recommended a light renovation scope—primarily paint and interior touch-ups—to minimize capital drain while maximizing rentability
- Self-Management Setup: Positioned Greg to self-manage the building, giving him greater control and deeper learning on tenant dynamics
The Result
Greg closed on a vacant multifamily property in Taunton for $675,000. After putting down $175,000 and making light interior improvements, the property is on track to generate $5,930/month in stabilized rental income, with strong potential for future appreciation.
Though initially vacant, the building is now being leased unit by unit under Greg’s management. As well as providing income, the hands-on landlord experience is laying the foundation for Greg’s future investments.
"It was a great learning experience. Managing tenants myself has given me a new appreciation for the business—and I'm already thinking about my next move." — Greg
Key Takeaways for Investors
- Volatility Creates Opportunity: Even in a rising interest rate environment, strong underwriting and strategic patience can yield high-performing assets.
- Vacancy Isn’t a Dealbreaker: Starting with a fully vacant property allowed Greg to implement his ideal leasing and management plan without tenant complications.
- Self-Management Builds Skill (and Equity): By choosing to self-manage, Greg boosted his cash flow while gaining real estate experience that will inform his next investments.
- Light Touch, Big Impact: Minimal renovations kept capital expenses low while significantly increasing rentability—proof that not every investment needs a heavy lift.
- The Right Team Matters: Working with The Elle Group gave Greg the confidence, clarity, and market insight to execute on a complex deal with precision.
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