Investor tools
Formula-driven workbooks built by a working investor for real acquisitions. No macros and no subscriptions; each is an instant digital download through our Etsy shop.
The full underwriting model we use on our own apartment and commercial acquisitions: rent roll, 20-year operating projections, up to three mortgages plus a refinance with Canadian or US mortgage conventions, IRR, DSCR, sensitivity and a print-ready executive summary. Built to replace a discontinued professional analysis package.
Excel · Multi-family and commercial · Canada and USA
A one-page deal dashboard for renovation flips: rehab budget, holding and financing costs, maximum allowable offer, profit, return on cash and a plain-English deal verdict, with charts that update as you type.
Excel and Google Sheets · Flips and BRRRR screening
Compare snowball and avalanche payoff for up to 20 debts, including a mortgage with Canadian semi-annual compounding, and see your debt-free date, interest saved and the order in which each balance clears.
Excel and Google Sheets · Personal finance
These tools are analytical aids, not investment advice. Results depend entirely on the assumptions you enter. For advice on a specific acquisition, book an advisory consultation.
