Looking for a retirement worksheet for real estate
Hey guys! I'm somewhat new to Bigger Pockets. I'm a newer investor and a real estate agent. I'd like to gear my real estate business towards helping people build long term wealth through real estate. I was wondering if anyone had a worksheet that could be used to sit down with clients and help them map out a plan to grow a real estate portfolio and retirement plan. I don't have specifics as to what would be on this worksheet, just looking for some ideas so I could potentially create my own. Thanks in advance!
Most Popular Reply
“There’s an app for that.”
Create a free account on https://RealEstateFinancialPla... and immerse yourself for hours in a world of rental property retirement planning. The blog has numerous tutorials, and you can copy the examples from the blog posts into your own account to play with them.
The software was developed by a friend of mine that also happens to be a Realtor that focuses almost exclusively on working with investors. He created it as a client services tool, but it’s open to anybody.