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Investing & Real Estate

Start with Strategy

by Dave Meyer

5
Key Concepts
5
Action Items
1
Core Thesis
1
Mindset Shift

Key Concepts

1

Strategy First

Define your investment goals, risk tolerance, and ideal market before ever looking at properties.

2

Investor Identity

Understand your unique strengths, weaknesses, and resources to tailor your approach.

3

Market Alignment

Select markets that specifically support your strategic objectives, not just popular ones.

4

Deal Criteria

Establish clear, quantifiable metrics for what constitutes a 'good deal' for your specific strategy.

5

Exit Strategy

Plan your potential exit from an investment before you even acquire the property.

Start with Strategy by Dave Meyer
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Action Items

Before browsing listings, articulate your personal 'why' for investing and your financial objectives.

Create a detailed investor profile outlining your capital, time, and risk comfort levels.

Research and commit to a specific market that aligns with your strategic goals, not just perceived hot spots.

Develop a checklist of non-negotiable criteria for any property you consider purchasing.

For every potential deal, outline at least two viable exit strategies.

Core Thesis

Sustainable real estate investing success is built upon a meticulously defined personal strategy, not merely chasing individual deals.

Mindset Shift

The book fundamentally shifts the perspective from reactively finding 'good deals' to proactively defining a strategy that dictates what a 'good deal' means for your specific circumstances.

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