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Resources for Real Estate Investors

Print-ready PDF worksheets, checklists, and reference tools. No email gates. No tricks. Just professionally-designed materials you can use today.

Worksheets & Templates

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Real Estate Investor Pre-Purchase Checklist
3-page printable checklist covering market, condition, numbers, legal, and strategy. Use it on every property.
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PDF
BRRRR Strategy Worksheet
Buy · Rehab · Rent · Refinance · Repeat. Fill-in-the-blank cycle calculator with deal-quality scoring.
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PDF
Rental Property Cash Flow Template
Monthly pro-forma template: income, operating expenses, NOI, cash flow. Print and use by hand.
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PDF
One-Page Deal Analyzer
A single-page underwriting sheet you can take on showings. Print 10 copies and keep them in your truck.
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Tax & Strategy

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2026 Real Estate Investor Tax Cheat Sheet
OBBBA changes · 100% bonus depreciation · cost segregation · 1031 rules · REPS · capital gains rates · California specifics.
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MREI Models Summary
A study guide to Gary Keller's three Millionaire Real Estate Investor models, with Lance's practical application notes.
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Investor Net Worth Tracker
Quarterly tracker for your investment net worth — separated from personal assets, per the MREI Net Worth Model.
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Reference Tables

Quick-Reference: Cap Rate Bands

Cap RateTypical Market SignalInvestor Note
≥ 10%Higher-yield secondary/tertiary marketsVerify quality — high yield often = high risk
7–9%Strong cash-flow marketsSweet spot for many buy-and-hold investors
5–6%Stabilized assets in growth marketsAppreciation play more than cash flow
3–4%Primary coastal / supply-constrainedAppreciation-dependent; rarely cash flows day 1
< 3%Speculation or owner-occupant disguiseWalk away unless thesis is rock-solid

Quick-Reference: Operating Expense Norms

Expense CategoryTypical Range (% of Gross Rent)
Property Management8–10%
Maintenance & Repairs5–10%
CapEx Reserves5–10%
Vacancy Loss5–10%
Property TaxVaries by jurisdiction (CA ~1.1% of value)
InsuranceVaries; coastal/wildfire can be 3–5× standard

Quick-Reference: Mortgage Down Payment by Loan Type

Loan TypeTypical Min DownNotes
FHA (owner-occupied)3.5%House-hacking strategy entry point
Conventional (owner-occupied)5–10%PMI applies below 20%
VA (owner-occupied, eligible vets)0%One of the most powerful loans available
Conventional Investment20–25%Higher rate than owner-occ
DSCR (investor)20–25%Qualifies on property income, not personal DTI
Hard Money (BRRRR/flips)10–25%Short-term, high rate, fast close
Portfolio / Commercial25–35%For larger or non-conforming deals

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