Your October 2026 Action Checklist

Use this checklist alongside the articles and document the assumptions behind each decision.

Write a brief primary strategy and one tested alternative.

Prepare acquisition, closing, repair and operating schedules with dated sources.

Use Loan Comparison and Loan & Payment for comparable amounts and timelines.

Create a borrower summary, funds reconciliation and document index.

Use Rental / DSCR to build lender and investor views from consistent rent.

Use Rental / DSCR or Fix & Flip for the relevant operating scenario, then document any return calculation outside the tool with its exact inputs.

Build a diligence calendar from the contract.

Confirm vesting, borrower names, entity authority, guarantees and permitted transfers with the lender and counsel.

Use Loan Comparison and Loan & Payment to model consistent scenarios, then add contractual fees or restrictions not represented by their fields.

Prepare a team roster with roles, contact details and decision responsibilities.

Use Fix & Flip or Construction for economic assumptions and a separate dated draw forecast for cash timing.

Build a dated action plan using the first-investment Academy course.