Investor Tools
Everything you need to analyze your next deal.
Calculators, worksheets, checklists, and downloadable guides, free tools built for serious short-term rental investors.
Need Help With Financing?
Three Ways Lisa Can Help
Want to Discuss Financing?
Talk with Lisa about your goals, financing options, down payment, and next steps.
Book a Strategy CallHave a Property in Mind?
Send a listing or property details for an initial financing review before you make an offer.
A pre-approval letter requires a completed mortgage application and review of credit, income, assets and required documentation.
Review My DealReady to Apply?
Complete Lisa's secure mortgage application to begin the official pre-approval or loan process.
Start Mortgage ApplicationThe calculators, worksheets, checklists, and guides on this site are educational tools and do not begin a mortgage application, strategy call, or property review.
DSCR Calculator
Instantly see if your property qualifies for a DSCR loan.
Educational Tool, Not a Mortgage Application
Cash Flow Worksheet
Full P&L modeling for your short-term rental property.
Educational Tool, Not a Mortgage Application
STR Cap Rate Calculator
Estimate net operating income, operating expenses, gross yield, and capitalization rate using property-specific assumptions.
Educational Tool, Not a Mortgage Application
Investor Closing Cost Guide
Understand lender charges, state and local fees, title costs, prepaid items, reserves, credits, and the complete cash that may be needed to close.
Educational Tool, Not a Mortgage Application
20-Point STR Investment Checklist
Review property eligibility, local rules, projected income, operating expenses, financing, inspections, and offer considerations with Lisa and your real estate agent.
Educational Tool, Not a Mortgage Application
Financing Guides
Free downloadable guides for DSCR, Airbnb, VRBO, and cabin loans.
Educational Tool, Not a Mortgage Application
Educational Videos
Short-form explainers on every major loan product.
Educational Tool, Not a Mortgage Application
Market Reports
Data-driven reports on top STR markets in eligible states.
Educational Tool, Not a Mortgage Application
Have a Property in Mind?
Have a property or listing in mind? Send the property details for a financing review before making an offer.