Tools for evaluating, organizing and submitting a real estate investment deal.

Use practical worksheets to prepare the file, calculators to analyze the numbers, and the Karpata Deal Lab to move a live scenario toward financing.

THREE WAYS TO USE INVESTOR TOOLS

Prepare it. Analyze it. Submit it.

The Investor Tools hub separates the work into three clear areas so investors can move from information gathering to financial analysis to an actual financing review without hunting through unrelated resources.

Checklists, Forms & Worksheets

Organize the information lenders need. Use practical checklists and worksheets for rental properties, fix & flips, construction, commercial and multifamily transactions, due diligence, sources and uses, REO schedules and term-sheet comparisons.

Open Forms & Worksheets

Calculators

Use the Karpata calculator hub for loan payments, loan comparisons, Rental Property / DSCR analysis, fix & flip, BRRRR, construction, commercial debt metrics, blended rate and debt consolidation.

Open Calculators

Karpata Deal Lab

Move from analysis to action. Use the Deal Navigator, request a quote, submit an application, request a Second Look, prepare a deal package or schedule a financing discussion.

Enter the Deal Lab

A SIMPLE WORKFLOW

Use the tools in the order the deal develops.

Prepare. Collect the facts and documents with the appropriate checklist or worksheet.
Analyze. Model leverage, payment, DSCR, project economics or competing financing structures.
Submit. Take the organized scenario into the Karpata Deal Lab for financing review.

Want to learn before you model?

The Learning Center provides Investor Intelligence, Investor Academy courses, the A–Z glossary, magazine issues and recent financing examples.

Visit Learning Center