For real estate investors
Investor Track Record Builder
Create an experience sheet that organizes properties you have sold, rentals you hold and projects still in progress. This free tool from Luke Roasst lets you record your investment history and export it as a PDF, CSV spreadsheet or JSON file. No signup required.
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How to build your investor experience sheet
- Add your borrower and property details. Enter the borrower or guarantor names and entity, then add each investment property. Record its location, property and project types, rehab scope, entity on title and current status. Distinguish completed sales, held rentals and work in progress.
- Record the numbers that apply to each property. Include purchase dates, purchase prices and rehab costs. For sold properties, add the sale date and price; for rentals, include rent, mortgage payments and annual expenses. Use the notes field to explain your role or other context, and review the portfolio summary for accuracy.
- Export and review before sharing. Choose PDF for a formatted experience sheet, CSV for spreadsheet data or JSON for a structured data file. Check the exported information before sharing it with Luke or a lender. The builder does not submit a loan application.
Keep your own copy. Entries auto-save in this browser when browser storage is available. They do not automatically follow you to another browser or device, and clearing browser data can remove them. Export a copy you can keep.
This sheet helps organize your experience for a financing discussion. A lender may require its own form, supporting documents or a particular experience history. Exporting a track record does not verify your experience or establish loan eligibility.