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846 Terms
153 Beginner

Investment Strategies & Methods Terms & Definitions

Different approaches to real estate investing including buy-and-hold, fix-and-flip, BRRRR, wholesaling, REITs, and syndications.

What You'll Learn

  • Essential investment strategies & methods terminology
  • Practical applications and examples
  • Professional investment language
  • Common usage in real estate

Quick Overview

153
Beginner
142
Advanced

Structured Learning Path

Master investment strategies & methods with our progressive approach

Advanced

Advanced Applications

Complex strategies and professional concepts (142 terms)

All Investment Strategies & Methods Terms (846)

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Page 5

Asset Segregation

Intermediate

Asset segregation is a legal and financial strategy for real estate investors to separate personal assets from investment assets, or to segregate different investment properties from each other, primarily for liability protection and risk management.

5 min4904 views

Asset Turnover Ratio

Intermediate

The Asset Turnover Ratio measures how efficiently a company or investment property uses its assets to generate sales revenue. It indicates how many dollars in sales are generated for each dollar of assets.

5 min7089 views

Assumptions in Real Estate Investing

Intermediate

Assumptions in real estate investing are educated guesses about future variables, such as rent growth, expenses, and market appreciation, used to build financial models and project investment performance.

13 min4208 views

BRRRR Method

Advanced

The BRRRR Method is an advanced real estate investment strategy (Buy, Rehab, Rent, Refinance, Repeat) designed to build a scalable rental property portfolio by leveraging forced appreciation to recycle initial capital for subsequent investments.

14-15 min5662 views

Back-of-the-Envelope Calculation

Beginner

A quick, informal estimation used by real estate investors to rapidly assess the potential profitability of an investment opportunity without detailed analysis. It helps determine if a deal is worth further investigation.

5 min15498 views

Back-of-the-Napkin Math

Beginner

Back-of-the-Napkin Math involves quick, informal calculations to rapidly assess the initial financial viability of a real estate investment, helping investors efficiently screen properties before committing to detailed analysis.

5 min6000 views

Balloon Payment

Intermediate

A balloon payment is a large, lump-sum payment of the remaining principal balance that becomes due at the end of a loan term, typically after a period of smaller, partially amortized or interest-only payments.

15-18 min11090 views

Bank Statement Loan

Advanced

A Bank Statement Loan is a non-qualified mortgage (Non-QM) product designed for self-employed individuals and real estate investors who cannot easily document their income through traditional tax returns, instead relying on 12-24 months of business or personal bank statements for income verification.

9 min4881 views

Bare Trust

Intermediate

A bare trust is a simple trust arrangement where the trustee holds legal title to an asset, but the beneficiary has absolute entitlement to both the asset and any income it generates, retaining full control over the asset's management and disposition.

5-6 min8343 views

Basis Risk

Advanced

Basis risk is the potential for financial loss due to imperfect correlation between a hedged asset and its hedging instrument, particularly significant in real estate where unique assets and illiquidity make perfect hedges rare.

5-6 min5503 views

Bear Market

Intermediate

A bear market is a period of sustained price declines in a financial market, typically characterized by a 20% or more drop from recent highs, coupled with widespread pessimism and negative investor sentiment.

5 min12271 views

Bear Trap (Real Estate)

Advanced

A market phenomenon where a declining real estate market appears to reverse and begin an upward trend, only to quickly resume its downward trajectory, trapping investors who bought into the false recovery. It often leads to significant losses for those who misinterpret the temporary rebound as a true market bottom.

8-9 min19131 views
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