The method discloses a rule-based decision process which formulates an
investment strategy in terms of short term debt, long term debt, short
term equity, and/or long term equity for a variety of property types and
geographic markets. The first phase of the method achieves a visual
representation of the condition of each of a selected territory's major
markets, showing market direction and volatility determined on the basis
of commercially available market research data which has been adjusted by
the investing entity in light of actual local experience in the market.
The second phase deals with the implications of the first phase results on
four possible alternative investment types, namely, short term debt, long
term debt, short term equity, and/or long term equity. This is
accomplished by formulating a set of decision rules which enable the
individual investors of the investing entity to uniformly evaluate
specific types of investment for each property type in a respective market
area. The result is again graphically portrayed so that the investing
entity can easily formulate an actionable real estate investment strategy
expressed in terms of investment types (namely, short term debt, long term
debt, short term equity, and/or long term equity), for each
market/property pair.