Downloads

The Real Estate Financial Planner™ website offers a range of valuable downloads to assist with your real estate investment journey. Whether you're analyzing deals, tracking expenses, or planning for financial independence, these downloads will provide...

The Real Estate Financial Planner™ website offers a range of valuable downloads to assist with your real estate investment journey. Whether you're analyzing deals, tracking expenses, or planning for financial independence, these downloads will provide the tools you need. Let's explore some of the key downloads available:

Real Estate Deal Analysis Spreadsheet

The World Caption: The World’s Greatest Real Estate Deal Analysis Spreadsheet™

Before making any real estate purchase, it's crucial to analyze potential deals thoroughly. Download the Excel version of The World’s Greatest Real Estate Deal Analysis Spreadsheet™ to evaluate various deal types, including partnerships. Gain valuable insights and make informed investment decisions.

QBI Deduction with Rental Property Log

Rental Real Estate Safe Harbor Log Caption: Rental Real Estate Safe Harbor Log

To maintain safe harbor for the Qualified Business Income Deduction with rental properties, it's essential to keep contemporaneous logs of qualifying activities. Download the Excel version of the Qualified Business Income Deduction with Rental Property Log and stay compliant with IRS requirements.

Buying Criteria Worksheet

Buying Criteria Worksheet Caption: Buying Criteria Worksheet

Create a written outline of the exact details of the properties you'd consider buying to achieve your financial goals. Download the PDF or Microsoft Word version of the Buying Criteria Worksheet and ensure you don't miss any essential factors when evaluating potential investments.

How to Improve Cash Flow Checklist

How to Improve Cash Flow Checklist Caption: How to Improve Cash Flow Checklist

Optimizing cash flow is crucial for successful real estate investment. Download the PDF of the How to Improve Cash Flow Checklist and systematically review each rental property to minimize expenses and maximize income. Ensure your properties generate optimal cash flow.

Interest Rate Buy-Down Spreadsheet

Interest Rate Buy Down Spreadsheet Caption: Interest Rate Buy Down Spreadsheet

Whether you're considering buying down the interest rate on a new loan or refinancing existing properties, the Interest Rate Buy-Down Spreadsheet is a valuable tool. Download the Excel version and compare different options to make informed decisions.

Real Estate Bookkeeping Spreadsheet

Real Estate Bookkeeping Spreadsheet - Year Summary Caption: Real Estate Bookkeeping Spreadsheet - Year Summary

Keeping track of income and expenses on your rental properties is essential for accurate bookkeeping and tax preparation. Download the Excel Real Estate Bookkeeping Spreadsheet and simplify your financial management with automatic summary reports based on IRS categories.

Financial Independence Book

How to Achieve Financial Independence and Live Your Passion Regardless of Age or Income Caption: How to Achieve Financial Independence and Live Your Passion Regardless of Age or Income

Take a deep dive into the strategies and paths to financial independence with the 240-page PDF book. How to Achieve Financial Independence and Live Your Passion Regardless of Age or Income provides valuable insights and analysis of ten different paths to financial independence.

Off Market Deal Business Marketing Tracking Spreadsheet

Off Market Deal Business Marketing Tracking Spreadsheet Caption: Off Market Deal Business Marketing Tracking Spreadsheet

If you're actively seeking off-market real estate deals, the Off Market Deal Business Marketing Tracking Spreadsheet is a must-have. Download the Excel version and effectively model your spending on time and money to find lucrative off-market opportunities.

Maintenance and CapEx Estimator for Rental Property - Basic

Maintenance and CapEx Estimator for Rental Property - Basic Caption: Maintenance and CapEx Estimator for Rental Property - Basic

Plan and budget for maintenance and capital expenses on your rental properties with ease. Download the Excel version of the Maintenance and CapEx Estimator for Rental Property - Basic and accurately forecast these costs for better financial planning.

Maintenance and CapEx Estimator for Rental Property - Advanced

Maintenance and CapEx Estimator for Rental Property - Advanced Caption: Maintenance and CapEx Estimator for Rental Property - Advanced

For more advanced analysis and modeling of maintenance and capital expenses, the Advanced version of the Maintenance and CapEx Estimator for Rental Property is the ideal solution. Download the Excel version and gain additional features to account for various scenarios.

The Ultimate Financial Independence Retire Early Budget™

The Ultimate FIRE Budget™ Caption: The Ultimate FIRE Budget™

Planning for financial independence and retirement? The Ultimate Financial Independence Retire Early Budget™ is a powerful tool. Download the Excel version and easily calculate your current budget, Minimum Target Monthly Income in Retirement (MTMIR), and Ideal Target Monthly Income in Retirement (ITMIR). Use these figures in conjunction with the Real Estate Financial Planner™ software to determine your path to financial independence.

Real Estate Investing Strategies

Real Estate Investing Strategies Caption: Real Estate Investing Strategies

If you're interested in learning about the best real estate investing strategies, download the accompanying PDF handout. This resource complements our classes on Real Estate Investing Strategies and provides valuable insights into different approaches.

Real Estate Investing Strategy Profile

Real Estate Investing Strategy Profile Caption: Real Estate Investing Strategy Profile

Evaluate specific real estate investing strategies with the help of this worksheet. Download the PDF handout and gain a better understanding of the characteristics of different strategies, empowering you to make informed decisions.

Loan Comparison

Loan Comparison Caption: Loan Comparison

When considering different loans for your real estate investments, it's crucial to compare their terms and conditions. Download the accompanying PDF handout and easily compare various loan options side by side.

Mortgage Interest Rate Confidence Meter™

Mortgage Interest Rate Confidence Meter™ Caption: Mortgage Interest Rate Confidence Meter™

Confused about mortgage interest rates? Download and use the Mortgage Interest Rate Confidence Meter™ to assess if the mortgage interest rate you're using for modeling future real estate purchases is reasonable. This handy tool utilizes historical mortgage data to provide valuable insights.

These downloads from the Real Estate Financial Planner™ website will undoubtedly enhance your real estate investment journey. Choose the ones that align with your goals and take advantage of these valuable resources. Happy investing!

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