Dashboard
Your best max offer, the max offer for each exit, value estimates against what the seller owes, and two charts.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Dashboard
Exits
Five exits side by side. Works backwards from what each buyer pays to your max offer, with holding and loan costs and the cash you need to close.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Exits
Comps
Online value and rent estimates plus your sale and rent comps, weighted to a retail value and a market rent.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Comps
Setup
The deal, the property and its units, neighbourhood and market risk scores, your running costs and the costs on this house.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Setup
Deal Finder
Type a ZIP code for one-click searches of sold and for-sale homes on Zillow, Redfin and Realtor.com, plus steps to check value against sold homes.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Deal Finder
Repairs
A repairs budget item by item, with your guess before inspection and the figure after, for a flip and for a rental.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Repairs
Rental
Year-one rent, vacancy and operating costs for up to four units, down to net operating income and cash flow before debt.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Rental
Seller Debt
An estimate of what the seller still owes on each loan, so you know what they walk away with at your offer.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Seller Debt
Due Diligence
A title, liens and tenants checklist, the deed history and your deal notes.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Due Diligence
Links
This property's web links plus free sites for comps, rents, repair costs, public records and neighbourhood data.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Links
Checks
Built-in checks that the workbook adds up and your entries are complete. Every line should read OK.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Checks
Cover
How to use the workbook step by step, where the data comes from and a guide to every tab.
Real Estate Residential Investor Max Offer Toolkit - Sample Data.xlsx — Cover
