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Investment Strategy controls your organization’s default analysis and target price assumptions. It tells ProPilot how your team generally thinks about deal pricing before users adjust a specific property.

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Where to find it

Open Settings > Basic Setup > Investment Strategy.

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What you configure

  • Default Discount.
  • Discount Base: Target Price, List Price, or Comps.
  • Default Investment Mode: Rental or Flip.
  • Default Price Basis.
  • Rental ROI targets.
  • Flip ROI or profit targets.

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Why it matters

Investment Strategy affects the first numbers users see when they open deal analysis. It shapes target price defaults, rental vs flip mode, and how discounts are framed against list price, target price, or comps.

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What changes when you update it

  • New analyses start from the updated investment mode, price basis, and targets.
  • Deal Hub and Property Details can reflect the updated default strategy for screening.
  • Existing saved analyses can keep their per-deal values.
  • Users can still switch mode, price basis, and targets inside the Deal Calculator.

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Setup tips

  • Use Rental as the default mode if your team primarily screens for hold opportunities.
  • Use Flip as the default mode if your team mainly screens for resale projects.
  • Choose Comps as the discount base when you want pricing to anchor to comparable sales.
  • Review ROI targets when financing, rehab, or market assumptions change.

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Used by

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Common questions

Use Investment Strategy, not Deal Terms.
Yes. This sets the default; the Deal Calculator can still be changed per property.