Strategy
Portfolio Strategy Wiki
Introducing the Strategy Division
Learn tailored investment strategies from InvestorKit's expert team.
1. Portfolio Strategist: Your role and expectations
Learn about the Portfolio Strategist role at InvestorKit.
2. InvestorKit Brand, our services and our clients
Learn about InvestorKit's brand, services, and client relationships.
3. The Strategist Toolkit
Learn strategic insights for effective investment decisions at InvestorKit.
4. What types of properties do we buy, and where?
Learn about property types and locations InvestorKit targets for investment.
5. Preparing for a Strategy Session
Everything you need to know about preparing for a Strategy Session with a client
6. Running a Strategy Session
Everything you need as a strategist to run a client Strategy session
7. How to Create and Use a Client Brief
Everything you need to know about creating and using a client brief
8. What to do after a Strategy Session
Everything you need to know about what to do after a client Strategy session
9. Client Management - Searching & Buying experience
What does the searching and buying experience entail for you as a client manager
10. Client Management - Settlement experience
What does the settlement experience entail for you as a client manager
11. How to Conduct Portfolio Reviews
Everything you need to know on how to conduct portfolio reviews
12. What are your Targets, Commissions & how to grow your earnings
Everything you need to know about your targets, commission and how to grow your earnings
13. How do I become the best strategist I can be?
Learn how to become the best strategist you can be
14. Leave and Additional Information
Learn about leave policies and additional information for InvestorKit.
15. Escalation Playbook
Learn effective escalation strategies for InvestorKit.
Attio: Strategy & Client Profile
Learn to optimise client management with Attio CRM.
What is Gameplans & How/Why do we use it?
Learn to use Gameplans for strategic financial modelling at InvestorKit.
Client Advisory Reference Notes
Key communication principles for effective client conversations at InvestorKit.
LMS Modules
1. Lending Strategy
Learn effective lending strategies for property investment with InvestorKit.
2. Accounting and Cashflow
Learn effective accounting practices for managing cash flow at InvestorKit.
3. Research
Learn key insights on research from InvestorKit's latest findings.
4. Strategy Knowledge
Learn strategic insights for successful investing with InvestorKit.
5. Scenarios & Solution Building
Learn effective scenario planning and solution-building strategies at InvestorKit.
6. Introduction to Commercial
Learn fundamental concepts of commercial property investment.
Strategy Team - FAQs
Client FAQs - Strategy & Lending
This article answers common client questions about lending and strategy, covering topics like interest rates, loan structures, and pre-approval processes.
Strategy and Lending
This article explores effective strategies for lending and financial decision-making in various contexts.
Brief Creation, Returns and Research.
This article offers insights into effective brief creation, handling returns, and conducting research efficiently.
Search
This article explores effective search strategies to enhance your information retrieval skills.