Built from a spreadsheet, not a pitch deck.
Beta PMI didn't start as a business plan. It started with a rental property in Royal Oak, a spreadsheet, and a habit I couldn't shake from my corporate life: I don't make a decision I can't measure.
I spent years in data and operations roles at Bosch, Bimbo Bakeries, and Fluor — reading dashboards, building forecasts, defending recommendations with numbers instead of hunches. When I started managing my own rental, I noticed something: most property management, mine included at first, ran entirely on gut feel. Renewal decisions made on vibes. Rent set to "about what it was last year." No process, no baseline, no way to know if a call was actually good until long after it was too late to change it.
So I built one. The Beta Method™ is that process, formalized — the same six-phase discipline I'd use to evaluate a plant efficiency initiative, applied instead to a rental portfolio. I ran it on my own property first, published the results as Case Study #001, and only then started offering it to other owner-investors.
That's still the rule. Nothing goes into a client recommendation that hasn't already been tested against our own numbers.