Classes

The Real Estate Financial Planner™ and all our resources are made to help buy-and-hold real estate investors, Nomads™, and house hackers find success. Explore our library of classes to learn more about every step of the investing process, from choosing the best investment strategy for you to buying your first property to managing your portfolio of rentals.

If you’re in Northern Colorado, don’t forget to check out our Northern Colorado Real Estate Investing Group to attend classes live!

The Ultimate FIRE Budget

The Ultimate FIRE Budget™

This workshop style class was taught by James Orr on March 31, 2022. Run time is about 1 hour and 13 minutes. Download a copy of the spreadsheet (below) and follow along. What is your current budget? How much do you need to achieve lean FIRE (or the minimum to be financially independent)? How much do you need to achieve fat FIRE (or your ideal lifestyle and true financial independence)? Use The Ultimate Financial Independence Retire Early Budget™ for Excel to determine all these numbers for yourself quickly and easily. Download What Does Financially Independent Mean? For more information, you … Read more

How to Buy a Rental Property

Buying Process Overview

In this special class, James will walk you through how to buy a rental property from the first meeting with your real estate agent through post-closing. About This Class This class is intended to be an OVERVIEW of the process to buy a rental property with the help of a real estate agent/broker. We have separate classes on finding off-market deals and creative financing. It is impossible to cover EVERYTHING in-depth in a single class. Instead, we have detailed classes covering just about EVERY step in this process. Please check the list of classes for more detailed information. Buying Process … Read more

The World’s Greatest Real Estate Deal Analysis Spreadsheet™ Reimagined

TWGREDAS - Print to One Landscape Page

Register for a free account to have the spreadsheet emailed to you… Register for Free to Get Spreadsheet New year, new deal analysis spreadsheet. The World’s Greatest Real Estate Deal Analysis Spreadsheet™ reimagined for 2022. In a word: simplify The new rental property analysis spreadsheet is simpler to use. We’ve moved all the information we rarely look at when analyzing a deal from the main Inputs & Dashboard tab to the Overrides tab. We took the 9 most important decision-making metrics, made them easy-to-read charts that take up 80% of the main tab. In a phrase: simplify then empower First, … Read more

Cash Flow Power Meter™

The Cash Flow Power Meter™ is a new way to evaluate rental property cash flow. It presents information we might otherwise see in a Return in Dollars Quadrant™, Return on Equity Quadrant™ or Return on Investment Quadrant™ in a new, simple and powerful way. Before I start explaining what the Cash Flow Power Meter™ is and how we use it, I want to say: if you invest in a real estate market that has positive cash flow, you should absolutely be buying properties with positive cash flow. The need for the Return in Dollars Quadrant™, Return on Equity Quadrant™ and … Read more

Everything You Learned About Deal Analysis is Wrong – ROIQ+R™

Long, long ago… we considered Cash Flow = Rent – Mortgage Payment. We all agree this was overly simplistic and WRONG. Eventually, we began to account for all the income on the property (not just rent) and all the expenses on the property including principal, interest, taxes, insurance (collectively PITI), private mortgage insurance (PMI), landlord-paid utilities, maintenance, capital expenses and property management. And this was better, but still WRONG. Deal analysis evolved to discussions beyond Cash Flow to include Appreciation, Debt Paydown and the tax benefits of Depreciation. And, I introduced you to my series of return quadrants: It had … Read more

Ultimate Guide to How to Get Down Payment When Investing in Real Estate

In this 2 hour 13 minute class, James discusses his best ideas for how to get a down payment for your real estate investing. This class was taught on September 16, 2020. Topics for this class: COVID-19 Update and Rental Property Delinquency Update Not Just Down Payment… Down Payment + Reserves Two Approaches to Down Payments: Reduce (the need for down payments) and Produce (the needed down payments) Price and a discussion of Gary Keller’s “Be In The Middle of the Market” chart from The Millionaire Real Estate Investor book Dealing with strong seller’s markets, above market offers, weakening appraisal … Read more

Live Real Estate Deal Analysis

Hello, savvy real estate investors! Are you ready to turn the complex world of rental property analysis into a walk in the park? Well, buckle up because today, we’re diving deep into the heart of one of the most powerful tools in your arsenal – The World’s Greatest Real Estate Deal Analysis Spreadsheet™. Whether you’re a seasoned pro or just starting out, this guide will illuminate the path to making informed, profitable investment decisions. Why You Need a Deal Analysis Spreadsheet Download a free copy of the latest, new and improved version of The World’s Greatest Real Estate Deal Analysis … Read more

Buying Your First Rental Property

If you’re looking for information on how to buy your first rental property then you’ve definitely found the right place. Check out the videos, training, downloads and resources on how to buy your first rental property. Class Recordings:Getting Your First Deal Done We have several versions of this class that we’ve taught over the years. All of them are available below for you to watch and learn from. Brian taught the most recent version of this class, “Getting Your First Deal Done” on May 8, 2019. This one was recorded live from a presentation given by Brian on October 4, … Read more