Downloads

The following are the downloads available on the Real Estate Financial Planner™ website.

Real Estate Deal Analysis Spreadsheet

The World's Greatest Real Estate Deal Analysis Spreadsheet™
The World's Greatest Real Estate Deal Analysis Spreadsheet™

Download the Excel version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ to analyze potential deals before you buy them. Analyzes a wide variety of deal types including deals with partners.

QBI Deduction with Rental Property Log

Rental Real Estate Safe Harbor Log
Rental Real Estate Safe Harbor Log

Download the Excel version of the Qualified Business Income Deduction with Rental Property Log to keep contemporaneous logs of all your qualifying activities with your rental property. This is required by the IRS to maintain safe harbor for the Qualified Business Income Deduction with rental properties.

Buying Criteria Worksheet

Buying Criteria Worksheet
Buying Criteria Worksheet

Download the PDF or Microsoft Word version of the Buying Criteria Worksheet to create a written outline of the exact details of the properties you'd consider buying to achieve your financial goals.

How to Improve Cash Flow Checklist

How to Improve Cash Flow Checklist
How to Improve Cash Flow Checklist

Download the PDF of the How to Improve Cash Flow Checklist to methodically go through each rental property you own to minimize expenses and maximize income to optimize and improve cash flow.

Interest Rate Buy-Down Spreadsheet

Interest Rate Buy Down Spreadsheet
Interest Rate Buy Down Spreadsheet

Download the Excel Interest Rate Buy-Down Spreadsheet if you're considering buying down the interest rate on a new loan and wondering which option you should pick or if you're considering refinancing one or more properties and want to compare the refi options.

Real Estate Bookkeeping Spreadsheet

Real Estate Bookkeeping Spreadsheet - Year Summary
Real Estate Bookkeeping Spreadsheet – Year Summary

Download the Excel Real Estate Bookkeeping Spreadsheet to keep track of income and expenses on your rental properties and make tax time a breeze with summary reports based on IRS categories automatically.

Financial Independence Book

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

Download the 240 page PDF (miniature versions of pages shown in image above) of the How to Achieve Financial Independence and Live Your Passion Regardless of Age or Income: 10 Paths to Financial Independence Analyzed book and see how James explains and analyzes 10 paths to financial independence for his college-aged son.

Off Market Deal Business Marketing Tracking Spreadsheet

Off Market Deal Business Marketing Tracking Spreadsheet
Off Market Deal Business Marketing Tracking Spreadsheet

Download the Excel version of the Off Market Deal Business Marketing Tracking Spreadsheet to model spending time and money to find off-market real estate deals.

Maintenance and CapEx Estimator for Rental Property – Basic

Maintenance and CapEx Estimator for Rental Property - Basic
Maintenance and CapEx Estimator for Rental Property – Basic

Download the Excel version of the Maintenance and CapEx Estimator for Rental Property – Basic to model your maintenance and capital expenses for your rental properties.

Maintenance and CapEx Estimator for Rental Property – Advanced

Maintenance and CapEx Estimator for Rental Property - Advanced
Maintenance and CapEx Estimator for Rental Property – Advanced

Download the Excel version of the Maintenance and CapEx Estimator for Rental Property – Advanced to model your maintenance and capital expenses for your rental properties including the ability to model when you're buying a resale property when all your capital expenses items are not all new and much more.

The Ultimate Financial Independence Retire Early Budget™

The Ultimate FIRE Budget™
The Ultimate FIRE Budget™

Download the Excel version of The Ultimate Financial Independence Retire Early Budget™ to easily calculate your current budget, your Minimum Target Monthly Income in Retirement (MTMIR) and your Ideal Target Monthly Income in Retirement (ITMIR). Once you had these, you can enter them into the Real Estate Financial Planner™ software to determine how long it will take for you to achieve financial independence for each Phase of Financial Independence™.

Real Estate Investing Strategies

Real Estate Investing Strategies
Real Estate Investing Strategies

Included as a downloadable PDF handout with our classes on The Best Real Estate Investing Strategies.

Real Estate Investing Strategy Profile

Real Estate Investing Strategy Profile
Real Estate Investing Strategy Profile

A worksheet for evaluating the characteristics of a specific real estate investing strategy so you can choose which to pursue and which to avoid.

Included as a downloadable PDF handout with our classes on The Best Real Estate Investing Strategies.

Loan Comparison

Loan Comparison
Loan Comparison

See at a glance how different loans compare. Included as a downloadable PDF handout with our classes on The Best Real Estate Investing Strategies.

Additional Downloads