Excel workbook
Owner Lead List and Land Flip Tracker
60 invented parcels with masked owner names and phones, a status dropdown, a pipeline summary, land comps and a flip calculator, all linked.
Portfolio
Original sample work from all five desks. Every figure, name and company is invented or masked, so you can judge the work and the format without any client data.
Real Estate Acquisition
From owner lists to a priced offer: a masked lead list, a CRM pipeline, a land market and zoning report, and a flip analysis.
CRM setup
CRM Pipeline Board
A pipeline from new lead to under contract, with a next action on every card. The same stages are set up in HubSpot, GoHighLevel or Airtable.
PDF report, 2 pages
Land Market, Zoning and Tax Report
Parcel facts, zoning rules, tax and back taxes, eight comparable sales with a price per acre chart, and a value range.
PDF, 1 page
Land Flip Deal Analysis
A decision sheet: offer, maximum offer, costs, net profit and return on cash, with the risks written down.
Financial Modeling
Four full Excel models, built from scratch with live formulas, scenario inputs and a checks sheet that flags anything that does not tie. Download any of them and test it.
Multifamily acquisition
48-Unit Multifamily Acquisition Model
Underwrite a stabilized apartment deal from rent roll to returns: financing, DSCR, a five-year cash flow, an LP and GP waterfall and a scenario toggle.
- Purchase price
- $6.2M
- Going-in cap
- 6.6%
- DSCR
- 1.34x
- Levered IRR
- 12.1%
- Equity multiple
- 1.69x
- LP net IRR
- 11.7%
- Downside, base and upside scenario toggle
- Three-tier equity waterfall (8%, 12%, 16% hurdles)
- IRR grid by exit cap rate and NOI growth
Inside the workbook
- Rent Roll
- Operating
- Debt
- Cash Flow
- Waterfall
- Sensitivity
- Checks
Download Excel modelSample deal. Open it in Excel and change any blue cell.
Ground-up development
120-Unit Multifamily Development Model
Budget, quarterly construction draws, lease-up, a construction loan with capitalized interest, sale and equity returns, with the development spread shown against the exit cap rate.
- Total cost
- $37.1M
- Yield on cost
- 6.06%
- Trended yield
- 7.14%
- Levered IRR
- 20.0%
- Equity multiple
- 2.15x
- Peak loan
- $22.4M
- Equity-first funding, then construction loan
- Lease-up curve and operating shortfalls funded by the loan
- Profit-on-cost grid by exit cap and rent change
Inside the workbook
- Budget
- Timeline
- Returns
- Checks
Download Excel modelSample deal. Open it in Excel and change any blue cell.
Office, retail and industrial
Multi-Tenant Commercial Acquisition with Lease Detail
Seven leases modeled one by one: escalations, rollover odds, downtime, free rent, expense recoveries, tenant improvements and leasing commissions, rolled up to property cash flow.
- Purchase price
- $19.2M
- Occupancy
- 95.2%
- WALT
- 4.3 yrs
- Going-in cap
- 6.79%
- Levered IRR
- 12.8%
- Equity multiple
- 2.20x
- NNN and base-year recovery structures
- Rollover calendar and weighted average lease term
- IRR grid by exit cap and purchase price
Inside the workbook
- Tenants
- Lease CF
- Property CF
- Lease Summary
- Returns
- Checks
Download Excel modelSample deal. Open it in Excel and change any blue cell.
Triple-net development
Single-Tenant NNN Development Program
Three build-to-suit projects developed and sold to investors: costs, a monthly construction loan, rent steps, the investor's yield and the developer's profit margin.
- Total cost
- $13.1M
- Yield on cost
- 6.84%
- Sale cap
- 5.84%
- Spread
- 101 bps
- Profit margin
- 15.5%
- Equity multiple
- 1.46x
- Rent steps over a 15 to 20 year lease
- Investor 10-year IRR on the sale price
- Margin grid by sale cap rate and cost overrun
Inside the workbook
- Assets
- Timeline
- Lease Schedule
- Program
- Checks
Download Excel modelSample deal. Open it in Excel and change any blue cell.
- Blue cells are inputs. Change a price, rate or rent and every sheet updates.
- Checks sheet. Each model proves that sources equal uses, debt balances tie and waterfalls add up.
- Sample deals. Figures are illustrative and not real properties, and a model is a tool for decisions, not a promise of returns.
Reports
PDF report, 3 pages
Underwriting Report
The write-up that goes with a model: recommendation, sources and uses, operating statement, financing, sensitivity, waterfall and risks, in a format a lender or partner can read in five minutes.
Download PDF
PDF report, 2 pages
Loan Research Brief
How a property was financed: lender type, amount, rate, term, prepayment and assumability, what it means for a buyer, and the steps used to find it.
Download PDFAutomation
A lead-to-booked-call workflow, the email and scoring rules behind it, a Python script and a measured time saving.
Workflow blueprint
Lead to Booked Call
Form to webhook to clean, score and route. Hot leads get a call task, warm leads a drip, cold leads a monthly note. Works in Make, n8n, Zapier or GoHighLevel.
PDF, 1 page
Email Drip and Lead Scoring
Scoring points, routing thresholds, a five-email warm sequence and a sample first email.
Python script
Lead Router Script
Scores a lead, picks hot, warm or cold, logs it and builds the Telegram alert text. Runs in demo mode with no keys.
Illustrative case, 1 page
Time Saved: 8 Hours a Week
How savings are measured: tasks before and after, with assumptions stated. Illustrative numbers, not a promise.
Trading
Education and tooling, not signals. An honest backtest, bot alerts, an order flow view and the mentorship outline. All on synthetic data.
PDF report, 2 pages
Backtest Report: Honest Results
Equity and drawdown, an out-of-sample check and all 8 runs, including the ones that lost. Costs included. Synthetic data.
Bot alerts
Telegram Alert Format
Entry, stop moved, exit, daily summary and a /status reply, in paper mode with invented numbers.
Chart example
Order Flow View
Candles with delta per bar and cumulative delta, the kind of chart used when teaching order flow. Synthetic data.
PDF outline, 1 page
Mentorship Outline: 8 Modules
From market basics and risk to order flow, testing and paper-mode bots. Education only, with no signals and no profit promises.
Executive General Researcher
A competitor analysis with its scoring matrix, and a short story of a problem found and solved.
PDF report, 2 pages
Competitor Analysis Report
Five fictional home-battery installers compared on price, warranty, install time, reviews and coverage, with findings and a recommendation.
Excel matrix
Weighted Competitor Matrix
The scoring behind the report. Change the weights and the ranking updates.
Illustrative case, 1 page
Problem Solved: The Missing Owner
Problem, what was done and the result, with every step sourced. Invented details, typical of a research job.
Send the task. Get a written plan back.
Describe the deal, the data job or the workflow you want fixed. You get a short plan and a fixed price before any work starts.