The Vault
Templates, checklists, and worksheets. Free.
The Vault is the working side of the education library: checklists, worksheet outlines, scorecards, and review frameworks that make a smooth pitch sit down and answer boring questions.
Template updates PRSE / GUIDE
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Educational only. Not an offer to invest. Email is optional for updates; public resources stay public.
Vault index
01 Passive multifamily investor guide The real starter guide: what passive multifamily is, where returns come from, what can go wrong, and what to check before anyone gets your wire. 02 Investor due-diligence checklist A step-by-step checklist for reviewing a sponsor, business plan, market, capital stack, and official documents before any private decision. 03 Sponsor vetting scorecard A repeatable scorecard for comparing operator experience, communication habits, alignment, reporting, and risk discipline. 04 Deal-analyzer spreadsheet A plain-English worksheet for organizing NOI, debt service, cash flow, cap rates, sensitivity cases, and follow-up questions. 05 Questions-to-ask-a-sponsor cheat sheet A focused question list for sponsor calls, grouped by background, underwriting, risk, debt, fees, and investor communications. 06 PPM reading guide A guided map for reading a private placement memorandum slowly, with special attention to risk factors and conflicts. 07 Underwriting model template A learning model outline for tracing how rent, expenses, debt, cap rates, and exit assumptions drive the story. 08 Rent-comp tracker A compact tracker for comparing nearby properties, unit types, concessions, amenities, and rent premiums. 09 Personal investing-plan worksheet A worksheet for matching capital, time horizon, liquidity needs, risk tolerance, and education goals before reviewing private deals. 10 Net-worth and accreditation tracker A private tracking worksheet for learning common accreditation tests and organizing documents used in verification. 11 Passive-income goal worksheet A worksheet for translating monthly income goals into capital targets, yield assumptions, reinvestment plans, and reality checks. 12 Tax-document organizer A CPA-facing organizer for K-1s, depreciation notes, entity records, capital calls, distributions, and year-end questions. 13 First-deal operator checklist A practical checklist for active investors preparing deal flow, debt, diligence, property management, and investor communications. 14 Full glossary PDF A portable version of the PRSE jargon decoder for cap rates, waterfalls, debt, tax terms, and syndication documents. 15 Investor Starter Kit bundle The bundled starting point: the real guide plus due-diligence checklist, sponsor scorecard, question sheet, and glossary reference.