An Intro to Buy and Hold Real Estate Deal Analysis

The World's Greatest Real Estate Deal Analysis Spreadsheet™

When analyzing cash flowing, buy and hold rental properties… what do you put in each field? How does deal analysis differ when analyzing single family homes versus condos versus townhomes versus duplexes/triplexes/fourplexes versus apartments? What do you use in The World’s Greatest Real Estate Deal Analysis Spreadsheet™ for each type of property? In this class you’ll learn: A detailed walk-through of The World’s Greatest Real Estate Deal Analysis Spreadsheet™ What’s different and what’s the same when analyzing different types of properties and what the spreadsheet can be used to analyze How Excel experts can “unlock” the spreadsheet and why everyone … 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

How to Buy a Rental Property

Buying Process Overview

In this special class, James will walk you through how to buy a rental property from the first meeting with your real estate agent through post-closing. About This Class This class is intended to be an OVERVIEW of the process to buy a rental property with the help of a real estate agent/broker. We have separate classes on finding off-market deals and creative financing. It is impossible to cover EVERYTHING in-depth in a single class. Instead, we have detailed classes covering just about EVERY step in this process. Please check the list of classes for more detailed information. Buying Process … Read more

The Ultimate Guide to CapEx on Rental Property

Maintenance and CapEx Estimator for Rental Property - Advanced

CapEx on rental property (also called Capital Expenses) are expenses to replace parts of the property that wear out over time. What’s the difference between CapEx and maintenance? From a tax perspective, capex of less than the “safe harbor” limit of $2,500 per invoice or item can be written off as maintenance on the property in the year they were taken. Some expenses over the $2,500 safe harbor amount will need to be capitalized over the lifespan of the item. Talk to your CPA or read the Internal Revenue Code for more detailed information on the tax treatment of capex. … Read more

Are We in a Bubble? Will the Real Estate Market Crash?

In the blistering hot market of early 2021, James contemplates whether we are in a real estate bubble or not using recent market statistics primarily for Denver, Colorado. In this short market stats class you’ll learn about: Denver Metro Price Appreciation and Denver Metro Per Capita Income charts 30 year mortgage trend and average mortgage payment Mortgage payment as percentage of per capita income Projections for the next 5 years for the charts above How sales mix impacts average price Relationship between price and non-owner-occupant properties The correlation between Denver metro home sales volume and mortgage interest rates Duration: 23 … Read more

Analyzing Single Family Homes, Condos, Townhomes and Multi-Family

The World’s Greatest Real Estate Deal Analysis Spreadsheet™ How does deal analysis differ when analyzing single family homes versus condos versus townhomes versus duplexes/triplexes/fourplexes versus apartments? What do you use in The World’s Greatest Real Estate Deal Analysis Spreadsheet™ for each type of property? In this class you’ll learn: A brief history and detailed walk-through of The World’s Greatest Real Estate Deal Analysis Spreadsheet™ What’s different and what’s the same when analyzing different types of properties and what the spreadsheet can be used to analyze How Excel experts can “unlock” the spreadsheet and why everyone else does NOT need to … Read more