Investor Tools
Templates, spreadsheets, and calculators for every stage of your investment.
Flip Expense Tracker
Track purchase price, rehab draws, holding costs, and net profit for active flip deals. Includes deal summary dashboard.
Master Portfolio & PFS
Full personal financial statement with property schedule, net worth dashboard, active deals tracker, cash flow summary, credit line tracker, and more. 14 interconnected tabs.
Flip Deal Analyzer
Analyze a flip deal: purchase price, rehab budget, ARV, holding costs, sell-side costs, and net profit. Built-in color-coded inputs vs. formulas.
Rental Cash Flow Analyzer
Underwrite a buy-and-hold rental: gross rent, vacancy, expenses, NOI, cash-on-cash return, cap rate, and DSCR — all in one sheet.
DSCR Loan Analyzer
Model DSCR loan qualification, compare multiple loan scenarios side-by-side, and stress-test your coverage ratios.
Cash-Out Refi Analyzer
Compare your current loan position against a cash-out refinance: new payment, equity pulled, cash flow impact, and break-even timeline.
Coming Soon
Partnership Agreement Template
Coming SoonSample joint-venture agreement for deal partners. Edit to fit your terms.
Residential Lease Template
Coming SoonTexas-specific residential lease agreement for single-family rentals.
Scope of Work Template
Coming SoonLine-item rehab scope you can send to contractors for apples-to-apples bids.
Tenant Screening Checklist
Coming SoonIncome, credit, and background screening criteria for self-managing landlords.
Rent Roll Template
Coming SoonOrganize unit, tenant, lease dates, rent, and deposit for your portfolio.
Rental Property Manager Scripts
Coming SoonTenant communication scripts — move-in, late rent, maintenance, and renewals.