Everything you need to qualify, comply, and build your real estate portfolio, step by step. Built for busy professionals with limited time.
1: Learn & Strategize
Personalized 12-month plan builder and strategy worksheets
On-demand course, curated education library, and expert Q&As
Learning tracker to log hours and build audit-ready documentation
2: Property Search & Evaluation
Weekly deal alerts and vetted market snapshots
Deal Analyzer and property comparison templates
Sourcing framework to go from browsing to bidding
3: Purchase & Due Diligence
Closing checklist with milestone tracking
Document templates for inspections, financing, and contracts
Due diligence tracker to stay organized and confident
4: Setup & Rent Readiness
STR setup checklist, furnishing guides, and pricing tools
Listing templates and automation workflows
Local compliance resources and vendor onboarding support
5: Active Management & Optimization
Weekly management schedule and performance tracker
Guest messaging, SOPs, and maintenance logs
Tools to optimize revenue and prepare for your next property
How much could you save?
Quickly estimate how much you could save on taxes by leveraging real estate strategies like bonus depreciation with our easy-to-use Tax Savings Calculator.
