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Real Estate Investing Templates, Checklists and Calculators

Get free access to the checklists, templates, calculators, and guides real estate investors use to find, fund, and run their deals. Read them right on the page, then download to keep.

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Every topic has its guides, tools, templates, and best articles in one place.

Getting Started
New to real estate investing? Start here. These guides, checklists and worksheets walk you through your first steps, help you choose a strategy that fits...
8 resources
Markets & Where to Invest
Where you invest matters as much as what you buy. Find the best markets for cash flow, learn how to pick a market yourself, dig into local and regional...
33 resources
Finding & Analyzing Deals
Find deals, run the numbers and close with confidence. Use these worksheets, calculators and checklists to underwrite a property, compare it with others...
22 resources
Rental Strategies
A real estate investment strategy is how a property makes you money: rent it by the night, month or year, live in part of it, or buy, fix and refinance so...
41 resources
Passive Investing
Explore Passive Real Estate Investing with PassivePockets Looking to invest in real estate without the day-to-day responsibilities of being a landlord?...
0 resources
Financing
How to pay for your next property. Compare conventional, DSCR, private and hard money loans, explore creative and seller financing, and learn how to...
3 resources
Taxes, Legal & Insurance
Keep more of what you earn and protect what you own. Guides and worksheets on real estate taxes, depreciation and cost segregation, short-term rental taxes,...
7 resources
Property Management
Got rental properties? Our Property Management & Landlords resources are your new best friend. We've packed together everything you need to rock the...
18 resources
Scaling a Business
7 resources
Personal Finance & FIRE
Clean up your finances with these resources from BiggerPockets. From interactive FIRE planning sheets to debt elimination techniques, these resources break...
7 resources
Flipping & Rehab
Buy, renovate and sell for a profit. Analyze a flip, estimate rehab costs and learn the basics of flipping houses with these calculators, guides and checklists.
5 resources
Commercial & Other Asset Classes
1 resource
Off-Market Deals
4 resources

Featured resource

Furnish Your Short and Medium-Term Rental: The Checklist

This ready-made checklist is everything you need to prepare your property for your next guest. Get the list.

Author

Garrett Brown

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129 resources

Residential Move-In/Out Inspection Sheet
Use this form to document the condition of your rental property when a resident moves in. This document will also be of use when that tenant moves out, as...
Due Diligence Checklist
Featured on the Rookie Resource YouTube series! Under contract on a new property? Be sure to use this checklist to track all those easy-to-forget items that...
Calculator
Financial Independence Calculator
This calculator allows you to input your own financial details and make assumptions about your portfolio to estimate how long it will take you to reach...
Tenant Screening Guide for Landlords
Don’t guess when choosing your next tenant—screen like a pro. This free Tenant Screening Guide walks you through the entire process step-by-step, from...
Market data
Pro
2024 Top 100 Cash Flow Markets
This 2024 report breaks down metrics for the top 100 markets in the US such as population growth, unemployment numbers, rent growth, median incomes, and SO...
Comprehensive Rental Application Package
This professional rental application form helps property owners make informed decisions about potential tenants while remaining compliant with fair housing...
Wholesale Contract & Assignment Checklist
A fillable record of a wholesale deal's contract, assignment and closing terms.
Calculator
Should I Sell or Rent My House? Run the Numbers Before You Decide
Moving and not sure whether to sell your house or keep it as a rental? Run your numbers and see which choice builds more wealth.
Off-Market Deal Vetting Checklist
Check a wholesale or off-market deal before you send earnest money.
Furnish Your Short and Medium-Term Rental: The Checklist
This ready-made checklist is everything you need to prepare your property for your next guest. Get the list.
The Short-Term Rental Tax Worksheets
The short-term rental tax strategy can let you use rental losses against your regular income, but only if you can prove you qualify. That proof is all...
The BiggerPockets STR Investment Guide
This guide breaks down five major STR archetypes across four dimensions: cash flow, appreciation, bonus depreciation, and market durability over 5–10 years....