Rental Property Deal Analyzer
Estimate rental cash flow, cap rate, cash-on-cash return and break-even occupancy before making an offer.
- Monthly cash flow after reserves
- Cap rate and cash-on-cash return
- Break-even occupancy
Free Real Estate Investor Workbooks & Tools
Download practical Excel workbooks, offline calculators and property checklists. Preview each resource, then submit your email for free access.
BUILD A BETTER DEAL FILE
Useful files for real investment decisions
Start with 20 core workbooks and widgets, or choose a printable checklist. Every download is free with an email. Excel files use editable assumptions; HTML widgets work in your browser after downloading.
47 resources
DSCR Loan Sizing Workbook
Size residential rental financing using rent-to-PITIA coverage and an assumed LTV limit.
- Coverage-limited and LTV-limited loan amounts
- Minimum rent for your requested loan
- Down payment and requested-loan coverage
BRRRR Refinance Planner
Track acquisition cash, refinance proceeds and the cash remaining in a stabilized rental.
- Refinance capacity and net proceeds
- Cash recovered or additional cash required
- Cash remaining and rental cash flow
Fix-and-Flip Offer Analyzer
Build an offer from resale value, actual costs and your target profit, then check the projected cash return.
- Maximum offer at the entered loan amount
- Projected net profit
- Cash invested and cash return
Rehab Scope and Budget Builder
Turn quantities, labor and materials into an itemized rehab budget and compare it with contracted costs.
- Line-item labor and material budget
- Total budget with contingency
- Cost variance and remaining contingency
Construction Draw and Reimbursement Tracker
Track completed work, retained amounts and lender reimbursements without treating an approved draw as cash received.
- Eligible reimbursement still outstanding
- Cash advanced before reimbursement
- Remaining work and undrawn allocation
Project Holding Cost and Cash Runway Planner
See how planned and delayed project timelines affect carrying costs and your available cash.
- Base and delayed carrying costs
- Remaining cash by month
- First month with a funding shortfall
Cash-to-Close and Reserves Planner
Separate funds paid at closing from reserves you must retain afterward.
- Estimated remaining closing payment
- Post-closing liquidity requirement
- Total cash commitment
Loan Quote Comparison Workbook
Compare three loan quotes over the same planned holding period, including fees, interest and exit penalties.
- Payment and balance at exit
- Interest plus fees and penalty
- Cash paid and financing cost comparison
Refinance Break-Even Analyzer
Compare keeping a loan with a same-balance refinance, including fees and the remaining balances at exit.
- Monthly payment savings
- Simple payment-savings break-even
- Net economic benefit including debt balances
Rent Roll and T-12 Builder
Organize a 30-unit rent roll and twelve months of operating history with a traceable NOI summary.
- Scheduled and occupied monthly rents
- Trailing twelve-month operating statement
- NOI before debt and replacement reserves
Five-Unit Multifamily Underwriting Kit
Build a five-unit acquisition file with the existing editable model, a diligence checklist and a base/downside control.
- NOI, cash flow and cash required
- Debt coverage and acquisition returns
- Downside and maturity analysis
10–30-Unit Multifamily Acquisition Kit
Underwrite a small apartment building with unit mix, capital projects, operating cash flow and multiple debt limits.
- Buyer cash requirement
- Supported acquisition debt
- Operating downside and refinance analysis
Assisted Living Acquisition Kit
Review an owner-operated assisted living acquisition using capacity, collections, staffing and operating costs.
- Operating cash flow and coverage
- Occupancy break-even
- Acquisition funds and downside results
Rental Portfolio Dashboard
Track up to twenty properties, their cash flow, leverage, reserves and upcoming maturities.
- Portfolio monthly cash flow
- Weighted portfolio LTV
- Reserve gaps and upcoming maturities
Short-Term vs. Long-Term Rental Comparison
Compare annual rental cash flow on the same property using explicit short-term operating costs.
- Annual net cash flow under each use
- STR break-even booked nights
- Cash-flow difference after shared debt
Mid-Construction Cost-to-Complete Planner
Reconcile remaining construction work, unpaid obligations, payoff and funds available to complete a project.
- Remaining completion budget
- Total refinance and completion uses
- Additional funding needed
Mobile Home Park Underwriting Workbook
Separate lot rent from park-owned home income and calculate property cash flow and debt coverage.
- Separated pad and home income
- NOI, coverage and buyer cash
- Cash flow after home and infrastructure reserves
Rent and Interest Rate Stress Tester
Explore how rent and rate changes affect residential rent-to-PITIA coverage and monthly rental cash flow.
- Interactive rent/rate coverage grid
- Monthly cash flow after reserves
- Target-coverage indicators
Side-by-Side Deal Comparison Tool
Compare up to three rental purchases using consistent cash flow and cash-invested definitions.
- Cash flow, cap rate and cash-on-cash return
- Invested cash comparison
- Downside cash flow
Chicago Heat Temperature Log
Record apartment temperatures, times and follow-up actions.
- A printable worksheet for your file
Chicago Lease Agreement Checklist
Organize lease preparation records and questions for your closing team.
- A printable worksheet for your file
Chicago Five-Day Notice Preparation Checklist
Gather records for review. This planning worksheet is not a legally operative notice.
- A printable worksheet for your file
Business Acquisition Financing Checklist
Organize acquisition documents and a sources-and-uses worksheet.
- A printable worksheet for your file
Large Development Loan Checklist
Large new development loan checklist — entitlements, GC contract, budget, and takeout docs construction lenders request. View or download the PDF.
- An organized loan-file checklist
Commercial Property Loan Checklist
Commercial property loan checklist — rent roll, leases, entity docs, and sponsor items office, retail, and industrial lenders request. View or download.
- An organized loan-file checklist
Assisted Living Loan Checklist
Assisted living facility loan checklist — license, census, payor mix, and operator docs healthcare CRE lenders request. View online or download the PDF.
- An organized loan-file checklist
Mobile Home Park Loan Checklist
Mobile home park loan checklist — pad count, POH vs TOH, utilities, and lot-rent docs MHP lenders request. View online or download the free PDF.
- An organized loan-file checklist
Mobile Home Community Checklist
Mobile home community loan checklist — amenities, 55+ HOPA, site rent, and community-owned home docs MHC lenders request. View online or download the PDF.
- An organized loan-file checklist
RV Park Loan Checklist
RV park loan checklist — site mix, occupancy, seasonality, and utility docs campground lenders request. View online or download the free PDF.
- An organized loan-file checklist
Aurora Property Closing Checklist
Track Aurora open-account clearance, water readings, transfer stamps, rental questions, and applicable new-construction fees through possession.
- A printable closing coordination worksheet
Berwyn Property Closing Checklist
Track Berwyn compliance inspections, covered sewer videos, repair obligations, water clearance and transfer stamps from sale preparation through possession.
- A printable closing coordination worksheet
Calumet City Property Closing Checklist
Coordinate point-of-sale inspection, buyer repair consent, municipal tax and water clearance, stamp pickup, and rental follow-through in Calumet City.
- A printable closing coordination worksheet
Chicago Property Closing Checklist
Coordinate zoning, water clearance, transfer stamps, title, funding and the ownership handoff.
- A printable closing coordination worksheet
Cicero Property Closing Checklist
Plan compliance and zoning review, repair agreements, water clearance, transfer stamps, and the work remaining after a Cicero closing.
- A printable closing coordination worksheet
Evanston Property Closing Checklist
Track Evanston transfer stamps, municipal balances, property-specific requirements, funding, and possession from contract preparation through recording.
- A printable closing coordination worksheet
Glenview Property Closing Checklist
Coordinate Glenview utility payment, property records, required permit approvals, and the documents that support a complete handover.
- A printable closing coordination worksheet
Hoffman Estates Property Closing Checklist
Coordinate seller transfer stamps, municipal balances, exemption review, property checks, and the handover in Hoffman Estates.
- A printable closing coordination worksheet
Naperville Property Closing Checklist
Coordinate Naperville's municipal paperwork with title, financing, property review, utilities, and possession.
- A printable closing coordination worksheet
Niles Property Closing Checklist
Coordinate the buyer’s tax, seller’s municipal clearance, rental paperwork, and any qualifying post-closing rebate.
- A printable closing coordination worksheet
Northbrook Property Closing Checklist
Track Northbrook property records, zoning and permit questions, utility transitions, and buyer or seller evidence without a municipal stamp application.
- A printable closing coordination worksheet
Oak Park Property Closing Checklist
Coordinate Oak Park seller stamps, utility clearance, condo documents, historic-property questions, and a documented possession handover.
- A printable closing coordination worksheet
Schaumburg Property Closing Checklist
Track Schaumburg's transfer stamp, water account, property holds, and the documents needed for a coordinated closing.
- A printable closing coordination worksheet
Skokie Property Closing Checklist
Plan Skokie rental inspections, corrections, final water clearance, seller transfer stamps and the new owner's remaining obligations.
- A printable closing coordination worksheet
Wheeling Property Closing Checklist
Track the original deed, municipal balances, condo coordination, and rental approvals needed for a Wheeling closing.
- A printable closing coordination worksheet
Wilmette Property Closing Checklist
Coordinate buyer transfer stamps, seller utility clearance, meter and permit questions, financing, and the property handover.
- A printable closing coordination worksheet
Loan Program Brochure
Keep a copy of the Jaken Finance Group loan program overview.
- A printable loan program overview
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