Our Story
Simply Invest was founded on a simple belief: Real estate investing should be strategic, systematized, and built on financial discipline.
After two decades in the mortgage and underwriting industry, our founder developed deep expertise in deal structuring, condo underwriting, risk analysis, and lending guidelines. This institutional foundation became the blueprint for how Simply Invest evaluates every acquisition today.
What began as underwriting loans evolved into acquiring, renovating, and operating high-performing residential assets — from value-add single-family homes to furnished corporate housing and short-term rental portfolios.
Today, Simply Invest operates at the intersection of: Institutional underwriting, Operational excellence, Design-driven renovations, Technology-enabled management, Investor-aligned structuring.
Mission & Purpose
Mission Statement
To create strategic real estate investments that generate consistent income, preserve capital, and build long-term wealth for our partners and investors.
Purpose Statement
We believe real estate is more than an asset class. It is a vehicle for financial freedom, community revitalization, and legacy creation.
Our purpose is to:
Transform underutilized properties into high-quality housing
Provide safe, thoughtfully designed accommodations
Create passive income opportunities for investors
Revitalize neighborhoods through responsible renovations
Build scalable systems that outlast market cycles
Our Investment Philosophy
Core Principles
1. Underwrite Like a Lender
We evaluate deals using institutional lending standards — stress testing debt ratios, ARV assumptions, and exit strategies.
2. Invest in Growth Markets
We target metropolitan and tertiary markets with strong job growth, healthcare hubs, and population migration.
3. Value-Add Focus
We create equity through renovation, repositioning, and operational improvements.
4. Multiple Exit Strategies
Every deal is evaluated for refinance, sale, or cash-flow hold scenarios.
5. Technology-Driven Operations
We integrate pricing software, automation platforms, and data analytics to optimize performance.
What Makes Us Different
20+ years mortgage & underwriting background
Deep condo and residential financing expertise
Design-focused renovations that drive ADR & rent premiums
Systems for STR, MTR, and corporate housing operations
Investor-aligned deal structuring
Institutional risk mitigation frameworks