Deal Analysis & Underwriting
Deal Clarity Worksheet
Before you buy an investment property, make sure you’ve pressure-tested the deal. This worksheet combines strategic reflection prompts with scenario-based analysis to help new investors evaluate risk, stress-test their assumptions, and gain confidence in their decisions. It’s designed to uncover red flags before you commit—and make sure the deal truly aligns with your goals. Use it before making an offer, refinancing, or deciding whether to walk away.
Ashley Kehr
All Deal Analysis & Underwriting
7 resourcesUnderwriting
Deal Clarity Worksheet
Before you buy an investment property, make sure you’ve pressure-tested the deal. This worksheet combines strategic reflection prompts with scenario-based...
Underwriting and Analysis Worksheet
Featured on the Rookie Resource YouTube series! Use this checklist when underwriting a potential property to decide if it's a good fit for you.
Buy box
Property Buy Box Worksheet
Featured on the Rookie Resource YouTube series! This worksheet will guide you through creating your own custom buy box.
Comps & valuation
Comparable Properties Spreadsheet
This spreadsheet shows you the information to consider when comparing properties. You can send your analysis to a private money lender to show the value of...
