Skip to content
Menu

Investment Strategy Workbook

Struggling to get alignment with your property manager? You’re not alone.

Most investors enter management relationships without clear communication around goals—and that’s where things start to break down. At Auben, we created the POD system to change that.

This workbook is your first step toward a more strategic, aligned, and stress-free investment experience.

By taking a few minutes to complete the questions below, you’ll gain clarity on how to:

  • Identify and communicate your key investment objectives
  • Avoid the most common pitfalls in property management relationships
  • Understand how a proactive IAM can improve your ROI

Ready for a better way to manage your investments?
Fill out the form below to get instant access to the workbook—and see how alignment from day one can change everything.

Start building a better investment relationship today.

Name
If no one, put N/A.

Investment Management Strategies

Has any individual or company other than yourself ever managed your property?
(For example: You have handled the maintenance or renovations/turns but not rent collections & evictions.)
Selected Value: 0
0 = Completely Hands-Off 5= Moderately Hands-Off 10= Completely Self-Managed
Do you wish to invest in single-family only? OR Are you open to multifamily, commercial, mixed use, furnished rentals (short-term, mid-term)
(Check all that apply)
Do you have the necessary members on your team to lead you to success in your investments?
(Check the boxes for those you already HAVE on your team.)

Investment Operational Specifics

(Are you setting aside $$ for maintenance and renovations in the future? Are you allocating and reserving funds for this?)
Are any of your properties in need of any of the following:
Checking the box above indicates YES in regard to that item.
Click or drag files to this area to upload. You can upload up to 2 files.
Are you able to self-fund renovations or do you need financing?
What class asset(s) do you have?
Click or drag files to this area to upload. You can upload up to 2 files.
Do you believe you are achieving the maximum rental income potential? If not, why?
If there are none, simply answer N/A

Investment Objectives / Goals

Questions about this form? Contact us via the email form above.