Define the assignment
Write what real estate needs to do for your family, your capital limits, and the reserves you will protect.
TWO STARTER PAGES / OPEN TO EVERYONE
Print these two short pages and add your notes. The five detailed handouts are available after you enter your name and email on the book page.
RESOURCE 01 / STARTER PLAN
The first quarter is about building a decision system. A purchase is one possible result; a clear reason to wait or pass is also progress.
Write what real estate needs to do for your family, your capital limits, and the reserves you will protect.
Narrow the market, asset type, return goal, time demand, and the conditions that would make you say no.
Identify the operator and advisors who will source, finance, inspect, operate, and help you assess a property.
Use your criteria to rule out poor fits quickly. Ask for evidence before spending hours on a promising story.
Run the likely and downside cases, list remaining unknowns, and choose to proceed, decline, or wait for a specific answer.
RESOURCE 02 / WEEKLY ROLE WORKSHEET
Use this as a boundary, not a requirement to fill five hours every week. Record the work only you can decide and who will handle the rest. Your entries stay in this browser until you print or leave the page.