Build your investment strategy. Compare multiple opportunities. Move forward with guidance at every step.
Private Investor Advisory gives you a tailored roadmap, independent analysis across multiple properties and ongoing decision support from market selection to final commitment.
Private Investor Advisory
One-time service
per advisory plan
$120 today to book your strategy call — credited in full against your engagement fee. The final fee is agreed on the call, based on scope.
What's included
- Personal investment strategy based on your goals, capital, intended use and risk profile
- Clear investment criteria defining what to pursue, question and avoid
- Market and location assessment focused on the areas that best fit your strategy
- Independent comparison of multiple properties or development opportunities
- Detailed property, project, unit and developer assessment for each shortlisted opportunity
- Pricing, total cost, rental income, cash flow and return analysis
Best for: Investors comparing multiple opportunities or seeking guidance throughout the full investment journey.
- From $3,500
- Independent analysis
- No developer commissions
- Typically 3 to 6 weeks
- Private review call included
- Secure checkout
WHAT THIS HELPS YOU ACHIEVE
Turn your ambitions into a clear investment strategy.
Define what the right investment should look like, compare suitable markets and properties, and move through every major decision with independent guidance.
Build the right investment strategy
Translate your goals, available capital, intended use and risk profile into clear investment criteria.
Compare the strongest opportunities
Assess suitable markets and multiple properties against one consistent decision framework.
Move forward with ongoing guidance
Receive independent support across research, due diligence, negotiations and the decisions leading to commitment.
WHAT YOUR ADVISORY COVERS
The strategy, markets and opportunities behind your investment journey.
We begin with your objectives and available capital, then assess suitable markets, compare multiple properties and guide the decisions required to move forward.
Personal investment strategy
Your goals, capital, intended use, return expectations, holding period and risk tolerance translated into clear investment criteria.
Market and location selection
Relevant Dominican markets assessed for demand, rental potential, accessibility, growth drivers and fit with your objectives.
Opportunity comparison and analysis
Multiple properties or developments compared across pricing, total costs, returns, developer strength, risks and investor fit.
Decision roadmap and ongoing guidance
Clear recommendations, due diligence priorities, negotiation points, specialist requirements and support through each major decision.
What you receive
A complete advisory roadmap built around your investment journey
Receive a tailored advisory report, private strategy sessions and ongoing guidance, bringing your market direction, opportunity comparisons, recommendations and next steps into one clear investment roadmap.
- Personal investment strategy based on your goals, capital, intended use and risk profile
- Clear investment criteria defining what to pursue, question and avoid
- Market and location assessment focused on the areas that best fit your strategy
- Independent comparison of multiple properties or development opportunities
- Detailed property, project, unit and developer assessment for each shortlisted opportunity
- Pricing, total cost, rental income, cash flow and return analysis
- Conservative, base and optimistic scenarios with downside testing
- Contractual, ownership and property specific risk screening
- Final advisory report comparing the opportunities and recommending the strongest path forward
- Prioritised due diligence roadmap with legal, tax and technical specialist requirements
- Support with questions, terms, negotiations and key decisions before committing
- Private strategy sessions and ongoing guidance throughout the agreed advisory journey
IS PRIVATE ADVISORY RIGHT FOR YOU?
Know whether tailored guidance is the right level of support for your investment journey
Private Investor Advisory is ideal if you:
- Want to build a clear investment strategy before choosing a property
- Are comparing multiple markets, properties or developments
- Need independent guidance across research, analysis and major decisions
- Want ongoing support aligned with your capital, goals and risk profile
Not the right fit if you:
- Only need a first assessment of one specific property
- Have selected one property and only need a complete investment analysis
- Expect DominicanVest to act as a broker, lawyer, tax adviser or technical inspector
- Want guaranteed returns, guaranteed availability or guaranteed future value
HOW YOUR PRIVATE ADVISORY WORKS
From first conversation to a guided investment journey
- Step 1
Request Private Advisory
Tell us about your ambitions, current position and the type of guidance you are looking for.
- Step 2
Complete your investor brief
Share your goals, available capital, intended use, preferred markets, return expectations and risk profile.
- Step 3
Join your private strategy session
Discuss your ambitions, priorities, concerns and investment criteria with your advisor.
- Step 4
Confirm your advisory scope
We define the markets, number of opportunities, level of analysis, support, timeline and fee for your engagement.
- Step 5
We assess markets and opportunities
We research suitable markets, compare selected properties and test pricing, returns, risks and investor fit.
- Step 6
Move forward with ongoing guidance
Receive clear recommendations, a tailored investment roadmap and independent support through due diligence, negotiations and your final decision.
FAQ
Questions you may have before requesting Private Investor Advisory
What exactly is included in Private Investor Advisory?
Your advisory is built around your goals, available capital and preferred level of support. It may include investment strategy, market selection, comparison of multiple opportunities, financial and risk analysis, a decision roadmap, private strategy sessions and ongoing guidance. The exact scope is agreed before the engagement begins.
Do I need to have selected a property already?
No. Private Investor Advisory is designed for investors who may still be choosing between markets, developments or properties. When you have already selected one property and only need a complete assessment, the Property Investment Analysis may be the better fit.
How long does the advisory take?
A typical engagement takes 3 to 6 weeks after you complete the investor brief and the advisory scope is confirmed. The exact timeline depends on the number of markets, properties and decisions included.
How many properties can be assessed?
A typical engagement can include the comparison of up to three properties or development opportunities. A broader scope can be discussed and priced separately when you need support across more opportunities.
How will I work with my advisor?
You begin with an investor brief followed by a private strategy session. During the engagement, you receive guidance at agreed decision points, with the communication format and frequency defined in your advisory scope.
How is the advisory fee determined?
The fee is based on the number of markets and properties, the depth of analysis, the duration of the engagement and the level of support required. You receive a clear scope, timeline and price before deciding whether to proceed.
READY TO BUILD YOUR INVESTMENT STRATEGY?
Move forward with a strategy built around you
Private Investor Advisory brings your goals, capital, market choices and property decisions into one tailored journey, with independent guidance from your first strategy session through to your final investment decision.
Custom scope agreed before the engagement begins
- Independent analysis
- Typically 3 to 6 weeks
- No developer commissions
- Secure checkout
For informational purposes only. DominicanVest analysis is independent research, not financial, investment, tax, or legal advice. Conduct your own due diligence before committing capital.