Create Detailed Financial Plans for
Stocks, Bonds, and Real Estate
Built by real estate investors for real estate investors.

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“The Real Estate Financial Planner™ software not only allowed me to easily see a clear path to financial independence and retiring early, but it also allowed me to see what the risks were associated with my personal plan. I could see how my investing strategy would perform in up markets and down markets and test changes to my plan to make it overall better. This software is a lifesaver!” — Jassen Bowman, IRS Enrolled Agent and Accountant/CPA Instructor

Investment Strategy Templates

Use Our Templates or Start From Scratch

Choose from dozens of real estate investing strategy templates, and then modify the starting assumptions to best match your personal situation: buy and hold, Nomad™, house hacking, BRRRR, fix and flip, and many more. You can also build your own!

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Market Modeling

Model Various Market Conditions

What if the market goes up rapidly before you can acquire all the properties you want? What if there is a stock market crash? A real estate market crash? What if the market goes up, then down, then up, then down? Model any market conditions you want.

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Broad Investment Applications

Stocks, Bonds, Small Business, and Real Estate, and More

Do you invest in stocks and bonds? No problem. Do you own a small business or have a side hustle? We can model that. What about rental properties, apartments, commercial properties? We have the most sophisticated real estate modeling software available to plan for everything all in one place

Personalized Data Charts

Unprecedented Insight Into Your Plan

Want to see your net worth? Cash flow? The time it will take to achieve your financial independence goal? No problem! Real Estate Financial Planner™ offers more than 100 different charts for every account, every property, every goal, and every scenario summarized as a whole.

Want to share how your plan will perform with others? Export any of your charts as an image to use in your reports, in email, on your blog, in presentations, and more.

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Flexible Rules and Scenarios

Model What-If Situations

What if you pay off your properties with extra cash flow? What if you buy more properties than you need, and sell the extra to pay off the remaining properties to boost cash flow? What if you do cash-out refis to buy more properties? Use rules to model your investing strategy.

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Ultimate Guides

Our check out some of our Ultimate Guides to some popular topics…

Create Detailed Financial Plans for Stocks, Bonds, and Real Estate Built by real estate investors for real estate investors.