Documents
I will use this page to add documents I use in my own business that you may be able to get some use out of. Please feel free to download and use these documents at your convenience.
Dream Glidepath
Here is the excel version of the document I talked about in Getting Started in Real Estate Investing – Step 4 – Set Your Goals
Personal Financial Statement
You can use this document to track your income, expenses, assets and liabilities. A we talked about in our blog, Your Personal Financial Statement, this document if used often will act as your compass guiding you to financial freedom.
Rehab Business Plan
This is the business plan we put together for our blog We Have a Deal, But No Money…Just Yet. The first time we used this business plan, we obtained financing approval from our hard money lend in one day. We’ve successfully used this same format multiple times to obtain financing on similar properties.
Inspection Checklist
As we first talked about in our blog Do You Have a Property Inspection Checklist? this form will help you immensely when you go out to inspect a property. Print off a bunch and throw them in your glove box so you have them every time you inspect a property.
Rental Property Analyzer
Are you looking to analyze the cash flow, capital expenditure and return on investment for a rental property? Well, this is the file you need to do all three.
Property Flip Analyzer
Are you looking to do a property flip? This spreadsheet will help you calculate your expected profit. The sheet also includes a cash flow analysis so you can calculate a secondary exit strategy to rent the property.
Contractor Management Pack
Contained in our contractor management pack is the standard contract we use with our contractors, a link to W-9 forms and a lien release form. Use these for every repair you set up with a contractor.
Property Management Pack
Below is a set of documents that will help you manage your rental properties. Use these forms to screen tenants and set up your leases.
- Tenant Application
- Statement of Rental Policies
- Lease Agreement
- Unit Condition Form
- Domestic Violence Addendum
- Lead-Based Paint Disclosure
- Lead-Based-Paint-Booklet
- 7-Day Notice
Rental Upgrade Program
As I talked about in my blog post, Increase Your Cash Flow with French Fries, here is the list of upgrades we offer all of our tenants. Offering these items can significantly increase your cash flow.
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