WURTHIT™ Service · Live Intake

Investor Strategy Call (30 Min)

$49.99 one-time

Portfolio · Acquisitions · Cash Flow · Market Timing

A direct 30-minute strategy session for real estate investors. Focus: portfolio positioning, acquisition targets, cash flow, and market timing.

CLIENT INFORMATION

Investor Name

Email Address

Session Date

Session Time

Current # of Properties Owned

Total Estimated Portfolio Value ($)

Primary Market(s)

Investment Strategy

INVESTOR GOALS & FOCUS

Identify next acquisition targetClient wants help finding the right market, zip code, or property type.Optimize cash flow on existing portfolioClient wants to increase NOI or reduce expenses.Market timing guidanceClient unsure whether to buy, hold, or sell in current market.Financing strategyClient wants to discuss leverage, DSCR loans, or private money.Exit strategy planningClient considering selling or 1031 exchange.

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Educational and informational only — not legal, financial, or tax advice. New Growth Investments LLC d/b/a WURTHIT™ is not a law firm or licensed adviser. Prices in USD and subject to change. © 2026 New Growth Investments LLC d/b/a WURTHIT™.

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