01
Capture opportunities
Record the property, source, contact and materials received. Use your stages to separate new opportunities from those you have paused or passed on.
What you get back: An acquisition register with a clear current stage
For property investors and acquisition teams
Virtual assistants for real estate investors
Spend your review time on the property, not on finding the missing attachment. KTD recruits and prepares an assistant to organize acquisition files, research inputs and follow-up around the responsibilities you agree before handoff.
Find your assistantAn investment decision starts with a usable file.
A property arrives with incomplete details. A seller answered one question, the broker owes another document, and research is spread across tabs. Before you can evaluate the opportunity, you have to rebuild its record.
An assistant collects the facts you specify, preserves sources and tracks missing inputs. You get a consistent file that makes both available information and its gaps easy to see.
The work to hand off
Bring order to the acquisition pipeline.
02
Assemble research inputs
Collect the public or authorized information in your checklist. Preserve source links, dates and conflicting details so you can assess what the information supports.
What you get back: A property fact sheet with traceable sources
03
Follow up on due-diligence requests
Maintain your document list, request outstanding items and log replies. Send questions needing a different request or interpretation to the reviewer.
What you get back: A request log with open items and owners
04
Prepare the next review
Gather the latest file, prior notes and upcoming actions. Highlight changes since the last review so you can choose whether to investigate further.
What you get back: An acquisition brief with new inputs and unresolved questions
Illustrative workflow
From incoming property to an investor review
Build the file around the questions your team needs answered before choosing its next step.
An opportunity arrives
Assistant preparesRecord its source, supplied facts and original materials.
Your team decidesWhether the property enters your review process.
The checklist is applied
Assistant preparesGather specified information and mark missing or conflicting details.
Your team decidesWhich research and specialist input are needed.
Documents are requested
Assistant preparesContact authorized parties and log each response.
Your team decidesWhether received material resolves the question.
The investor reviews
Assistant preparesSummarize new information, open items and assigned actions.
Your team decidesWhether to proceed, negotiate, pause or decline.
Illustrative example — not a client record
An acquisition file with conflicting property facts
Preserve disagreement so the investor can decide what needs verification.
- Opportunity
- Example entryAcquisition RI-021; rental property referred by a broker.
- What to provide or checkConnect the brief to its source and pipeline record.
- Research question
- Example entryConfirm the supplied unit count before the next review.
- What to provide or checkState the fact the team wants checked.
- Sources collected
- Example entryBroker summary lists four units; the supplied property record lists three.
- What to provide or checkKeep each source's statement separate.
- Outstanding request
- Example entryBroker has been asked for the document supporting the four-unit description.
- What to provide or checkShow what is sought and from whom.
- Review owner
- Example entryInvestor reviews the discrepancy before choosing the next due-diligence step.
- What to provide or checkIdentify who interprets the evidence.
Ready to hand over when: The investor can locate both sources, see the discrepancy and identify the pending request without mistaking either statement for a verified conclusion.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Is building the file taking time away from reviewing it?
A useful fit when
- You review opportunities regularly with a repeatable information checklist.
- Your team specifies sources, stages and who interprets findings.
Discuss the setup first
- You need a licensed or specialist professional to make investment conclusions.
- Research is entirely one-off with no agreed priority or review owner.
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
You own the investment judgment.
Give your assistant a clear research brief and distinguish a sourced fact from an assumption. Qualified advisers handle conclusions requiring professional expertise.
- Valuation, recommendations and investment decisions remain with your team.
- Legal, tax, inspection and financing conclusions stay with qualified professionals.
- Outreach, data access and transaction communications follow your authorized scope.
Bring a property file you have already reviewed.
- 01Questions and documents checked before moving an opportunity forward.
- 02Acquisition stages and a useful research summary.
- 03Sources, CRM, file tools and required prior experience.
- 04Authorized contacts, hours and the person approving new requests.
Recruit. Prepare. Hand over.
Recruited for you. Trained for your industry.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
Choose the support behind your hire.
Managed assistant
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportDirect hire
We recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Before you bring someone on
- Can an assistant research potential properties?
- Yes. Define the facts, permitted sources and output you want. The assistant collects information with source links and identifies gaps; your team interprets it for the investment.
- Can they track due-diligence documents?
- An assistant maintains your request list, follows up with authorized parties and organizes responses. A received document remains open for review until your designated person accepts it.
- Will they value a property or recommend a deal?
- This role prepares information for your decision. Valuation, underwriting conclusions and recommendations remain with you and the qualified professionals you engage.
- How do you prepare for our investment process?
- We discuss your property focus, checklist, required skills, systems and hours. KTD recruits and prepares for the niche and agreed responsibilities before handoff; preparation time is discussed during matching.
- Can I hire directly?
- Yes. Direct hire covers recruitment and training for a placement fee, then you hire and manage the assistant. Managed support provides a dedicated, full-time assistant through KTD with ongoing team support for a monthly fee. Scope, hours and terms are agreed first.
Make your next property review easier to start.
Show us the information you need and the follow-up that slows you down. We will define a role that brings those inputs together before your review.
A different kind of business?
Explore other ways to organize the work around your team.