Investor Resources
The same underwriting models and checklists our team uses to evaluate deals. Pick one and we'll email it to you.
STR Underwriting Model
Underwrite a vacation rental the way we do, from purchase and setup costs to a 10 year cash flow and sale.
- Bear, base and bull revenue scenarios
- Cash flow, cash-on-cash, cap rate, DSCR and IRR
- Break-even occupancy and a Year 1 tax estimate
Apartment Underwriting Model
Model a value-add apartment deal with a unit mix, rent growth to market, financing and a sale.
- Unit mix with current and market rents
- Interest only periods, DSCR and debt yield
- Levered and unlevered IRR with an exit cap sensitivity
Private Deal Analyzer
See what a private real estate offering could actually pay you after the sponsor's share, and compare up to 3 deals side by side.
- Preferred return and profit split waterfall
- Your IRR and equity multiple vs. the deal's
- How much of the profit you keep under each structure
Sponsor Due Diligence Checklist
What to verify, what to ask and what should make you slow down before you invest with any sponsor, including us.
- 9 sections from track record to fees and debt
- Red flags to watch for in each section
- 8 questions to ask on your first call
For educational purposes only. These resources are not investment, tax or legal advice. We'll email your download and may follow up with related resources. You can unsubscribe at any time.
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