The Investment Process in 4 Phases

An orderly, rigorous and transparent protocol that allows domestic and international investors and families to acquire, structure and earn returns on assets in the United States with maximum legal certainty and no mandatory travel.

PHASE 01 Wealth Assessment

PHASE 02 Due Diligence & Modeling

PHASE 03 Structuring & Closing

PHASE 04 Management & Reporting

Also see our Frequently Asked Questions from International Investors ↓

Operating Structure in 4 Key Phases

From defining your financial goals to active management and regular receipt of rental payments in your U.S. bank account.

PHASE 01 • STRATEGIC DEFINITION

Wealth Assessment & Investment Profile

In the first stage, we establish your wealth goals and objectives: we define whether you seek recurring rental income, medium-term capital appreciation or ground-up construction development. We analyze your time horizon, risk tolerance and financial capacity to design a personalized strategy adapted to the U.S. market.

What does this initial phase include?

Budget Definition and Capital Structure: Planning of investment amounts, operating reserves and optimization of available leverage.
Selection of the Ideal Asset Type: Strategic selection among single-family residential, multifamily, commercial or new construction projects in Florida.
Operating Schedule and Return Projection: Realistic estimates of acquisition timelines, start-up and expected financial flows.
Assignment of a Dedicated Wealth Advisor: Personalized support in your language from our headquarters in Boca Raton, Florida.

Start a Wealth Assessment

Propertizze Wealth Assessment and Personalized Advice

Wealth Portfolio Advice and Planning

PHASE 02 • ANALYSIS & TECHNICAL AUDIT

Due Diligence & Financial Modeling

We screen properties under rigorous market standards. We carry out comprehensive technical, structural and legal due diligence, and implement advanced financial modeling to evaluate profitability variables (Cap Rate, IRR, Cash-on-Cash and projected net cash flows) according to the selected strategy.

Thorough audit and analysis

Pro Forma Financial Modeling: Quantitative projections of net cash flows, homeowners association (HOA) fees, property insurance and real estate taxes in Florida.
Certified Physical and Structural Inspection: Thorough technical evaluation of roofs, HVAC systems, plumbing, electricity and foundations by certified inspectors.
Tenant and Lease Audit: Verification of credit history, on-time payment records and legal terms of existing contracts.
Title and Lien-Free Status Review: Thorough search through accredited title companies, ensuring a 100% clean property transfer.

Discuss Financial Analysis

Financial Modeling and Rigorous Real Estate Due Diligence

Structural Technical Inspection and Rigorous Financial Modeling

PHASE 03 • LEGAL STRUCTURING & CLOSING

LLC Formation, Bank Account & Notarized Closing

To protect your personal wealth and maximize tax efficiency in the United States, we coordinate the formation of your Florida LLC and manage the opening of your corporate bank account. We coordinate the notarized closing through accredited title companies, allowing you to sign and transfer funds 100% remotely.

Legal protection and remote execution

Formation of an LLC in Florida: Creation of the optimal corporate entity and processing of the federal EIN (Employer Identification Number) with the IRS.
Opening a Corporate Bank Account in the U.S.: Management and activation of a business bank account in dollars for the secure receipt and handling of your rental income.
Electronic Notarization and Remote Closing: Complete legally valid property conveyance without the need to travel physically or obtain special visas.
Custody of Funds in a Protected Escrow Account: Capital deposited directly into a trust account guaranteed by Florida state law.

Discuss Legal Structuring

LLC Legal Structuring and Remote Notarized Closing

LLC Legal Structuring, Deeds and Escrow Accounts

PHASE 04 • MANAGEMENT & ACCOUNTABILITY

Property Management & Accountability

Once the purchase is completed, we take over active property management: tenant selection and qualification, timely rent collection, preventive maintenance and monthly distribution of net funds to your bank account, accompanied by regular, transparent financial reports.

Active operation and turnkey management

Timely Collection and Monthly Transfers: Recurring deposit of net income directly into your corporate account during the first days of each month.
Rigorous Tenant Screening: Thorough verification of tenants' criminal records, credit history and income to minimize vacancies.
Maintenance and Qualified Crew: Network of local technicians for routine repairs and preservation of the property's asset value.
Accounting Reports and Periodic Statements: Digital delivery of account statements detailing income, legitimate deductions and operating performance.

Discuss Property Management

Active Property Management and Asset Preservation

Comprehensive Property Management, Preservation and Monthly Reporting

The 3 Pillars of Our Investment Protocol

We build legal certainty, accounting precision and direct communication at every step of the process.

01 Legal Certainty

Escrow Accounts & Clean Titles

Your funds never pass through unregulated intermediary accounts. Deposits are made into escrow accounts managed by accredited title companies and protected by Florida law.

02 100% Remote Operation

No Mandatory Travel

Formation of your LLC, opening a corporate bank account in dollars, digital contracts and notarized closing are completed remotely with full federal validity and advice in your own language.

03 Accountability

Monthly Income in Dollars

Recurring monthly transfer of your net rental income to your U.S. bank account, supported by detailed statements, expense receipts and periodic performance reports.

Common Questions from International Investors

Clear, direct answers to the most frequent questions about investing in United States real estate from abroad.

Do I need to travel physically to the United States to invest in a property?

No. Thanks to legal and banking digitalization in the U.S., the entire process (LLC formation, corporate bank account opening, purchase agreement signing and notarized conveyance) is carried out 100% remotely with full legal validity, without needing a U.S. visa or physical travel.

How and when do I receive the income generated by my investments?

Rental income is collected during the first days of each month. After authorized operating expenses are deducted, the net amount is transferred directly to your company's U.S. bank account, accompanied by a detailed accounting report that you can audit at any time.

Why is forming an LLC in Florida recommended for investing?

An LLC (Limited Liability Company) separates your personal wealth from the real estate asset, protecting you against civil liabilities and facilitating legitimate deductions of operating expenses, accelerated depreciation and fees under the U.S. tax system. It also significantly simplifies future property transfer or succession.

What happens if the property requires maintenance or repair?

Our property management team has a qualified technical network in Florida. Routine work is handled immediately with a pre-agreed reserve fund, while any major repair is quoted in advance and submitted for your approval before any expense is incurred.