The Real Estate Financial Planner Blog

Looking for the Real Estate Financial Planner blog? If you’re looking for the latest information about testing Scenarios of different investing strategies including stocks, bonds, real estate and more then you’ve found the right place.

Check out the following blog posts or register for a free account yourself and test your own investing strategies.

Why Do We Compare Amount Saved In Month 2?

Why Month 2 - Comparing 2 Scenarios Renter vs Homeowner - Personal Expenses Including Real Estate - Months 1-3

Astute readers will have noticed (and I often point it out in case you missed it), that when we are comparing two or more similar Scenarios to each other that we do not compare the amount saved to month 1. Instead, we compare month 2 to month 2. But, why? That’s a very good question. The short answer is: your expenses when buying a property for the first month are very different than subsequent months, making comparison in month 1 less than ideal. Now for the long answer in story form. Imagine for a moment that you’re trying to compare … Read more

A Simplified Analysis of Financial Independence, Retire Early with Real Estate

12 Scenarios Net Worth

I am preparing to put together a new book with a friend of mine of about 12 different Scenarios. During my preparation for writing this new book, I will be organizing my thoughts here and sharing some of the details about the 12 Scenarios. Shared Assumptions for All Scenarios Within these Scenarios, there are some commonalities. For example, in each Scenario we assume that we earn the exact same amount every month: $5,500. That works out to be $66,000 per year. Furthermore, our initial assumption in each Scenario is that we are saving 20% of our $5,500 per month toward … Read more

How to Edit a Scenario

Edit Scenario

This section covers how to edit a Scenario. A Scenario is a combination of: Accounts Properties Rules and Goals Login First, log in to the Real Estate Financial Planner™ software. Go To The Scenario Page After you log in, navigate to the Scenarios page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Select Scenarios from the drop down menu. You can also use the menu on the right side of the page to locate the Scenarios page. Edit a Scenario Once on the Scenarios page, locate the Scenario you want to … Read more

How to Delete a Property

Delete Property

This section covers how to delete a Property. If you reach your maximum number of Properties and you want to add another one you will need to either delete a Property or upgrade to Premium. Login First, log in to the Real Estate Financial Planner™ software. Go To The Properties Page Once you log in, navigate to the Properties page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on Properties from the drop down menu. You can also use the menu on the right side of the page to locate … Read more

How to Delete an Account

Delete Account

This section covers how to delete an Account. If you reach your maximum number of Accounts and you want to add another one you will need to either delete an Account or upgrade to Premium. Login First, log in to the Real Estate Financial Planner™ software. Go To The Account Page Once you log in, navigate to the Accounts page. Hover over or click Planner™ on the menu across the top to expose the drop down menu. Click on Accounts from the drop down menu. You can also use the menu on the right side of the page to locate … Read more

How to Delete a Scenario

Delete Scenario

This section covers how to delete a Scenario. If you reach the maximum number of Scenarios allowed on your account and you want to run another one you will need to either delete a Scenario or upgrade to Premium. Login First, log in to the Real Estate Financial Planner™ software. Go To The Scenario Page Once you log in, navigate to the Scenarios page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on Scenarios from the drop down menu. You can also use the menu on the right side of … Read more

How to Delete a Rule

Delete Rule

This section covers how to delete a Rule. If you reach the maximum number of Rules allowed on your account and you want to add another one you will need to either delete a Rule or upgrade to Premium. Login First, log in to the Real Estate Financial Planner™ software. Go To The Rules Page Once you log in, navigate to the Rules page. Hover over or click “Calculator” on the menu across the top to expose the drop down menu. Click on Rules from the drop down menu. You can also use the menu on the right side of … Read more

Using Monte Carlo to Model Real Estate Portfolios

The Real Estate Financial Planner™ software allows you to model how a portfolio of Accounts and Properties perform over time. If you’re modeling your portfolio using static values for variables, you might not see any variation in the results if you rerun a Scenario. Obviously this is not a good model of reality over long periods of time for inputs such as: Appreciation rates on Property values and rents Interest rates as you buy Properties over time Rates of return on your stocks, bonds or other investments Maintenance and capital expenses costs Vacancy rates We’re likely to see variation in … Read more

How to Model Investing in Stocks

How to Model Investing in Stocks - Yearly Rate of Return Distribution

In this Basic Tutorial we will walk you through the steps required to model investing in stocks using the Real Estate Financial Planner™ software. You can copy this Scenario to your own Planner™ and modify it to do your own testing. 1. Create a New Scenario Use the steps outlined in How to Add a Scenario to create a Scenario. For this demo we are going call the Scenario: How to Model Investing in Stocks, but you can really name it whatever you’d like. 2. Add Account to Scenario We are going to model investing in stocks by creating an … Read more

How to Add a Scenario

 Scenarios are groups of…  Accounts  Properties  Rules and  Goals …that you combine to see how a particular investment strategy performs for you based on the assumptions you enter. So, how do you add a new  Scenario? Well, it is super easy. First, register for a free Real Estate Financial Planner™ software account. Next, log in to your Real Estate Financial Planner™. Then, click on the  Scenarios page. Once on the  Scenarios page, click on the Add New  Scenario button. IMPORTANT NOTE: If you have more  Scenarios than your account limit, you will need to delete one or more  Scenarios before … Read more