What is a Playbook?
A Playbook captures your investment strategy, including:- What you’re investing in and why
- Your target returns and financial thresholds
- Must-pass criteria for deals
- Property types and asset classes you prefer
Why Use Playbooks?
| Benefit | |
|---|---|
| Consistency | Evaluate every deal against the same criteria |
| Speed | Quickly screen deals without manual review |
| Multiple Strategies | Create different playbooks for different approaches |
Create Multiple Playbooks
You can create as many playbooks as you need. Common ways to organize: By Asset Class:- Multifamily
- Logistics
- Data Centers
- Lodging
- Core
- Core Plus
- Value Add
- Opportunistic
Each playbook is independent. You can deploy different playbooks to the same deal to see how it scores under different strategies.