Author – Joe Stephenson, REALTOR® Jump to Section Key Points According to FASAB Real Estate-Focused Excel Template ASC 842 Lease Accounting Template Important Terms to Familiarize With Check Back for Updates I love tracking numbers. One of these I’ll have to show my audience how I organize receipts. Until then, here is my easy-to-use lease […]
Category Archives: Spreadsheets
Free Real Estate Syndication Calculator and Excel SpreadSheet
Author – Joe Stephenson, REALTOR® I finally put together my real Estate syndication calculator and excel spreadSheet that you can download for free today. If you’re just starting in real estate or already have experience, this calculator is a must-have tool. It makes real estate calculations simple and accurate. You can use it to check […]
Free Home Staging Checklist, Printable (PDF, Excel)
Staging a house can be as fun as it is important, I should know, I genuinely enjoy the process of turning a house into a space that wows potential buyers. I don’t know if it’s the rearranging furniture to create an inviting atmosphere, or adding throw pillows for a cozy touch, or sprucing up outdoor […]
Profit and Loss Statement for Rental Property Template Spreadsheet (Excel, Google Sheets)
I’ve created this profit and loss statement spreadsheet template to help you simplify tracking your rental property finances, so you can focus on growing your rental income and boosting your property’s financial performance. We set it up so the total section automatically calculates the final number. It even has a operating expense ratio calculation tool. […]
Real Estate Invoice Template
I’ve created a Real Estate brokerage bill format (Free Template) specifically tailored for real estate agents and professionals. Whether you’re invoicing for property sales, rentals, or even extras like real estate photography, this template is designed to streamline your billing process. With this real estate brokerage bill format, you’ll be able to outline every detail […]
Pre-Listing Home Inspection Checklist
Over my years as a real estate agent, I’ve listed many houses, and one thing I’ve learned is that preparation is everything when it comes to a successful sale. That’s why I swear by a solid pre-listing inspection. Having the home inspected early in the process is one of the best ways to catch and […]
Free Rental Property Expense Worksheet (Excel Spreadsheet, PDF)
Author Joe Stephenson REALTOR® (Updated May 2025) Managing a rental property is an expensive endeavor. I can remember my first rental and how unprepared I was for all of the rental property expenses.Your rental income needs to be properly tracked in order to make sure you maximize your profits and accurately report rental income for […]
Free Real Estate Agent Checklist for Buyers (PDF)
Simplify Your Home Buying Journey with Our Free Real Estate Agent Buyer’s Checklist We all know that buying a home is one of, if not THE biggest, real estate transactions anyone will ever make. I find that our current real estate market trends seem to be making big changes, and managing pay stubs, property details, […]
Free Lease Tracker Template (Excel Spreadsheet, Google Sheets)
(Updated June 2025) Author – Joe Stephenson, REALTOR® Hello everyone, and thanks for stopping by today. I’ve updated our lease tracker spreadsheet, and I think you’re going to love the changes. I hate how managing lease documents is such a time-consuming process, but this free spreadsheet will help you make your life easier. I’ve added […]
SWOT Analysis Real Estate Investment Template
Download our structured approach to evaluating the real estate market with our comprehensive SWOT analysis template. This resource is designed for real estate professionals, including agencies, real estate agents, and property management teams, to identify strengths, mitigate potential risks, and develop strategies in an evolving industry. Focus on market volatility, emerging markets, and potential growth […]