Free Real Estate Investment Resources

I believe in providing value first. That’s why I’ve made the following resources available for free—so prospective clients and financial advisors can see exactly how I approach investment analysis and decision-making. These reports are real-world examples you can use to better understand different investment strategies, evaluate opportunities, and build confidence in working with me.

Example BRRRR Report

View BRRRR Report

The BRRRR strategy (Buy, Rehab, Rent, Refinance, Repeat) is a proven method for building long-term wealth through real estate. This sample report shows the purchase details, rehab costs, rental income projections, and refinancing options, along with the long-term equity growth potential.

If you’re a prospective client, this gives you a clear picture of how a BRRRR deal is evaluated. For advisors, it’s a helpful way to understand cash flow, financing strategies, and the tax implications these deals may present.


Example Rental Property Report

View Rental Report

Rental properties can provide consistent income and stability over time. This example highlights rent and expense breakdowns, net operating income, and common return metrics like cash-on-cash return and cap rate.

Clients can use this to see how rental opportunities are compared side by side, while advisors can use it to start conversations about diversification and risk management.


Example Property Flip Report

View Property Flip Report

Flipping properties is a short-term strategy designed to create profit through renovations and resale. This report includes rehab estimates, after-repair value, and projected returns.

Prospective clients can see how a flip is analyzed from start to finish, and advisors get insight into the risk and reward balance that comes with these types of investments.