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Real Estate Investing Goals

Create a clear roadmap to your dream lifestyle. This worksheet walks you through defining your long-term real estate vision, then reverse-engineers the action steps needed over the next 12 months.

Key Features

  • Clarifies your 3–5 year goals and your “Freedom Number”
  • Breaks down cash flow and equity targets
  • Helps align daily action with future milestones
  • Ideal for solo reflection or coaching sessions

Use Cases

  • Set and track investing goals
  • Discover your best strategy path
  • Use with accountability partner or coach
  • Revisit each quarter for goal resets

No cost. No card. Just value.

Along with this tool, you’ll also get:

  • Access to the Real Estate Investing School app
  • Free investing courses & guides
  • Proven calculators & tools (including this one)
  • Exclusive invites to live class sessions with expert coaches
  • Other bonus content