CRE Investor Buy Box

CREate Wealth U • Free worksheet based on The Commercial Real Estate Investment Playbook

Write your assumptions before touring properties. Revisit this worksheet as your goals evolve.

1. Investment goal

Income, appreciation, business occupancy, or resale

2. Investable cash

Funds available after personal reserves

3. Capital to keep liquid

Emergency and property contingency reserves

4. Target acquisition price

Distinguish purchase price from equity invested

5. Preferred asset types

Industrial, office, medical, retail, multifamily, land

6. Preferred geography

Markets you understand and can monitor

7. Minimum income/return objective

Your required return and acceptable downside

8. Debt comfort zone

Financing terms, loan-to-value, debt service coverage

9. Management plan

Self-managed, professional management, or partner

10. Target hold period and exit

Time horizon, likely buyer, and exit assumptions

Educational use only. This worksheet is not investment, tax, or legal advice.