Townhouses

Data-Driven REI

An algorithmic approach to real estate investment

10+

Years of Data

26000

Markets Analyzed

1000

Live Datapoints

8000+

Deals Completed

Countryside

Where is my capital safe?

Location, Location... Location

We’ve identified the problem with the old-school practice of choosing an asset class and attempting to force it into wherever you happen to be operating. The Fidelis First way of thinking starts at the beginning rather than in the middle, targeting where before focusing on what. Our decisions are based on data analysis that identifies gaps in the market. Since location determines 90% of future returns, our method maximizes potential. We select a Wealth Curve Market with projected growth over the next three to five years, specifically 10% or more appreciation.

Example Market 1

Weakening rate of return

Example Market 2

Growth expected to stall

Example Market 3

Future growth >10%

residential housing development

The Wealth Curve

Our proprietary formula for identifying investable markets.

The Old Way

  1. Pick a type of real estate
  2. Find a deal
  3. Fix project
  4. Sell project
  5. Repeat

Result: Average Returns

Our Method

  1. Identify a wealth curve market (AI)
  2. Analyze market (human analysis)
  3. Assemble project plan (industry experts)
  4. Execute project (top-tier management)
  5. Fill gap in the market (profit)

Result: Outsized ROI

Older Couple

The rule of 72

Focusing on Cashflow

At Fidelis First, we adhere to the “Rule of 72.” Put simply, this formula tells us how long it will take to double your money. Our goal is every six years. We achieve this through risk-averse strategies. Behind every investment within the strategy, the number one priority is “Don’t Lose Money!” Everything we buy is a cash-flowing asset (we also buy value add not all of it is cash flowing when we buy it) that achieves monthly returns, ensuring your capital is deployed not spent, and we have protections in place to keep investments on track.

Subdivisions

Apartments

Hotels

Fix & Flips

Golf Courses

RV Parks

Leveraging Appreciation

Investing in wealth curve markets grows investor wealth through appreciation in addition to monthly cashflow.

Average Market

Year Appreciation Value
0 - $100,000
1 2% $102,000
2 1% $103,020
3 -2% $100,960
4 3% $103,988
5 4% $107,108

Wealth Curve Market

Year Appreciation Value
0 - $100,000
1 12% $112,000
2 13% $126,560
3 10% $139,216
4 14% $158,707
5 10% $174,577

Family Packing

Responsibly Building Generational Wealth

Social Impact

We aren’t interested in get-rich-quick possibilities that can just as easily fall apart. We believe in creating generational wealth through projects that meet financial targets and better the lives of as many people as possible. Every project we undertake has a human component. Fidelis First strives toward growing communities through thoughtful and responsible allocation of capital. Your capital is not spent on superfluous office staff, reporting or research projects outside our core concentration. Join us and appreciate the benefits only we provide.

golf course

Money Makes More than Just Money

Financial Impact + Human Impact = Real Impact

White Houses

Scalable, predictable & reliable

Risk Management Through Data

Become a Fidelis First Investor for safe, stable and consistent returns from real estate. Take confidence in our combination of innovative technology and hands-on attention. Our expert staff, representing more than two decades of experience, reviews projected appreciation markets and selects the ideal opportunities to deploy capital. We further utilize a proprietary algorithm to review data pulled from 26,000 US markets. With more than ten years of proven success, our strategy effectively measures which markets are depreciating, staying flat or appreciating.