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Resources

Real Estate Agent Interview Questionnaire

Template to screen agents, ensuring they understand investing language.

Insurance Interview Questionnaire

Guide for screening insurance agents, with questions and specific coverages to request.

Lawyer Interview Questionnaire

Template to find an investor-friendly attorney for asset protection.

Property Manager Interview Questionnaire

Questions to screen and select the best property manager in your market.

Post Property Inspection Questionnaire

Guide to evaluating a potential property purchase after receiving an inspection report.

Due Diligence DD Checklist

Comprehensive list of steps that are essential for properly purchasing real estate.

Investment Partnership Discussion Guide

Outlines key issues to discuss with potential business partners.

Checklist for Property Insurance

A template to help you gather basic property info for insurance quotes.

CPA Interview Questionnaire

Helps screen CPAs to ensure they’re real estate focused to maximize your tax benefits.

Lender Interview Questionnaire

Screen lenders to find the best fit for your deals

Insurance Evaluation Template

Compare multiple insurance quotes side-by-side.

Lender Comparison Template

Compare multiple lending quotes on a single page.

Vendor Catalog

Community-sourced list of recommended real estate professionals.

Asset Management

Centralized tool for storing and managing property information.

Property Management Comparison Template

Compare multiple property managers side-by-side.

Passive $100k Calculator

Model scenarios to reach $100k annual cash flow from real estate.

Fund Flow

Track property income and expenses for accurate performance analysis.

Pro Forma

Advanced tool for data-driven property evaluation and purchase decisions.

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