Class Group: Real Estate Financial Planning

Modeling Your Real Estate Investments – Rules Overview

This class was taught live by James Orr on November 23, 2022. In this class James covers how to model your own real estate investing strategy using all the different  Rules. Scenarios  Scenarios are buckets for grouping  Accounts,  Properties and  Rules together to model your entire real estate investing strategy. Model Your Own Plan As we go through these  Rules, think about how you might use them to model your own unique situation. If you haven’t already done so, create a free Real Estate Financial Planner™ account. Basic Steps The basic steps for modeling your own plan is: First, create … Read more

The Ultimate FIRE Budget

The Ultimate FIRE Budget™

This workshop style class was taught by James Orr on March 31, 2022. Run time is about 1 hour and 13 minutes. Download a copy of the spreadsheet (below) and follow along. What is your current budget? How much do you need to achieve lean FIRE (or the minimum to be financially independent)? How much do you need to achieve fat FIRE (or your ideal lifestyle and true financial independence)? Use The Ultimate Financial Independence Retire Early Budget™ for Excel to determine all these numbers for yourself quickly and easily. Download What Does Financially Independent Mean? For more information, you … Read more

Asset Allocation Secrets of Real Estate Investors

Rules of thumb exist for folks investing in stocks and bonds (X% in stocks, Y% in bonds based on your age). However, until this class, no great rules existed for those investing in rental properties and other real estate. In this class you’ll learn: What should your asset allocation vary with? Everything has risk. How do you evaluate risk versus reward? Some historically common asset allocation models Traditional asset allocation rules of thumb (for stocks and bonds) Rebalancing your asset allocation and a discussion on frequency of rebalancing A discussion on retirement date risk, sequence of returns risk, portfolio size … Read more

Over-Simplified Financial Independence with Real Estate

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