BRRRR:
Buy, Renovate, Rent, Refinance, REpeat
This strategy has grown in popularity in recent years because it is an approach focused on growing a portfolio by leveraging gains from a property into the next property.
The strategy can be summarized as follows:
- Buy an undervalued property
- Renovate it for high market value and income generation
- Rent out the property at the highest market rate
- Refinance: refinance the property at a new appraised value and take out your original investment + profits
- Repeat: use the proceeds from this investment to purchase the next property
Here is a brief overview of a BRRR investing strategy:
Goals
- Both short term and long term return on investment.
- Purchase a property that is under the local market value and invest in renovating it to increase its appraised value and generate income
- Attain sufficient appreciated value to recover the original investment + expenses and provide a profit.
Tactics
- Search MLS for stale listings, price reductions, terminated listings and properties with comments like ‘As-Is’ or ‘for Investors, renovators’
- Search for off-market deals through real estate agents and wholesalers.
- Use local comparables to assess how much market uplift potential there is.
- Build a team of contractors and trades you trust and use them consistently.
- Take on renovations that are within your scope of risk and expertise
- Upgrade to the local market expectations (i.e. don’t build the most expensive house on the block).
Exit Strategy
- No exit – long term strategy
- Move Quickly to maximize profit – renovate and tenant the property with new tenants at market rates
Critical Success Factors
- Protect profit: Don’t overpay on the purchase.
- Know your numbers: keep tight controls on budget and schedule.
- Renovate to local standards, expectations, and values.
- Good team and network:
- Under-market properties are harder to find, especially on MLS.
- Mortgage brokers with experience in portfolio building and financing
- Knowledge of zoning laws that guide what is possible with the property.
- Local market knowledge of property values, rental rates, and tenant demographics.
Suitable Properties
- Residential property types: condos, detached and semi-detached houses, duplexes, triplexes, multiplexes.
- Commercial, Multi-Use
Other Considerations
- When competition for trades is high, keep your team busy by securing their next project without a gap.
- Financing: there are many financial tools you can use to fund the renovation.
- Capital expenses: as this is a long-term investment, it would be wise to set aside (allocate) a portion of monthly funds to pay for major improvements such as a new roof, new appliances, HVAC, etc.
- Taxes: taxes on rental income
- Understand your rights and responsibilities as a landlord. In Ontario this falls under the Residential Tenancy Act.
Recommended for:
- Active investors who want to build a portfolio.
- Active investors who want to involve themselves in the renovation.
- Passive financial investors who want to loan funds for renovation and uplift projects at a good interest rate.
Is a BRRRR strategy for you?
Contact me to have a conversation about how to get started in real estate investing.