What is an Annual Review?

What is an Annual Review?

Our first priority is to keep our clients, friends and family educated on the market so that they are empowered to make good investment decisions. To that end, each year we like to sit down with you to talk about three main things:

  1. What has happened and is happening in the overall Real Estate market.
  2. What changes have occurred within your immediate area and how do they affect the value of your real estate investment(s). Whether you own one property or several, our team will create a custom report that covers the past 12 months of data for each.
  3. Which projects and improvements make the most sense to balance your continued enjoyment with improved home value down the road. Aka “Is installing that sparkly pink marble going to add to your homes value or set you up for a costly remodel down the road?” We can help you balance the ‘what I want’ with ‘what the market wants’.

How does it work?

Usually, our ‘in home’ Annual Review takes about 30-45 minutes to cover the three points above and to catch up on your year. Our goal is to make sure that your property stays on track as a positive investment that will yield both the best possible use for you and the best resale value if you ever choose to sell.

What do I have to do?

We have set up a scheduling calendar to make it easy to set up an Annual Review time with Leslie or Dee. Each offers an assortment of days/times, so feel free to check both to find a time that works best for you or email if you’d rather just say ‘hey, how about this time’? No housecleaning or other prep needed. We have children. We don’t judge ;).  If you are unable to meet in person please let us know and we will make sure we find a way to get you the information.

Share This Post

Post Details

This entry was posted in Annual Review, Clients by Dee Bundy. Bookmark the permalink.

About Dee Bundy

Dee is an avid horsewoman, dedicated Realtor and recovering geek. She brings the snark to this site but is also passionate about sharing everything there is to love about Northern Colorado and the many benefits of living here.