Analyse any property deal in an hour and decide with your eyes open
A method, a working analyser and every form, letter and script you need to take a residential deal from first look to a go or no-go decision you can explain. Educational, in any country and currency.
- A 15-sheet Property Deal Analyser: yields, cap rate, cash-on-cash, DSCR, LTV, payback, a 10-year projection with IRR, sensitivity grid, scenarios, flips, deal ranking, due diligence, risks and portfolio
- A 7-sheet financing calculator that compares loan offers on true cost and tests the rent the way many lenders do (illustrative)
- 4 fillable PDF forms and 6 Word templates, including 40 offer and negotiation messages, 7 due diligence letters and a deal report for partners or lenders
- A worked example pack with one buy-to-let accepted and one flip rejected, plus a dated country notes sheet correct at October 2026
The Property Investment Deal Analyser · Bodhih Pro Kits · 206 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you analyse a rental property deal?
Write your criteria first, then work out the all-in cost and cash in, rent from comparables, vacancy, running costs and a capital reserve. Calculate net yield, cash-on-cash and debt cover, stress-test rates, rent and voids, check ten areas of due diligence and offer from a walk-away price. The Property Investment Deal Analyser from Bodhih Training covers each step.
Want the full free guide first? Read How to Analyse a Rental Property Deal: A Step-by-Step Method.
You already feel the problem. Here is what it is costing you.
Every deal looks good in the listing
Headline yields leave out service charges, voids, repairs and the loan. Without a consistent method, you compare a pitch with a pitch and buy on feel.
Free calculators stop at the base case
They show one year with today's rate and the agent's rent. The question that matters, what happens in a bad year, is never asked.
The offer comes from the asking price
Without a walk-away price worked out in advance, the agent's words set your offer and the survey leaves you no room.
Due diligence falls between the professionals
The lawyer checks the title, the surveyor the building, the lender the value. Nobody checks the licence, the lease's letting rules or the rent evidence unless you do.
Picture the next few weeks with the kit open beside you.
Imagine opening a listing on a Sunday evening and, within ten minutes, knowing whether it deserves your time. As you screen it against the criteria you wrote once, the weak deals fall away and the promising ones go straight onto your Deals sheet.
When you type the purchase costs, the rent from your comparables and the loan from your broker, the Returns sheet shows every number side by side. You set the deal on Settings and watch the Sensitivity grid turn red at the interest rate that would hurt, so you know exactly what you are taking on.
On the day of the viewing you take the worksheet, then send the request letters and track every check. When the survey finds damp, you re-run the numbers, attach the quotes and send the renegotiation message, calm because your walk-away price was written down before you ever spoke to the agent.
Whether you start with the criteria one-pager tonight or the analyser tomorrow, by the end of the week you will have analysed a real deal the way a careful professional would, and you will be able to explain your decision to a partner, a lender or yourself in two minutes.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Property Investment Deal Analyser (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: the deal analysis map
The whole job on one page: seven steps, the file to open at each, your first hour and a 30/60/90 day plan.
Property Deal Analyser workbook
15-sheet analyser: settings, deal inputs, returns for every deal (yields, cap rate, cash-on-cash, DSCR, LTV, payback, lender rent test), a 10-year projection with IRR, sensitivity grid, named scenarios, flip analyser, weighted deal comparison, due diligence tracker, risk register, portfolio and two dashboards with charts.
Mortgage and Financing Comparison Calculator (illustrative)
7-sheet calculator: compare up to eight loan offers on true cost over the fix with an illustrative rent cover test, repayment versus interest-only over 25 years, a bridging cost calculator and a partner profit split.
Deal screening and viewing worksheet
Three-page fillable worksheet: the ten-minute screen against your criteria, the back-of-envelope numbers, then a room-by-room viewing and condition record with questions for the agent.
Due diligence checklist
Three-page fillable checklist across ten areas: title, survey, planning, lease and service charges, environment and flood, rental demand and comparables, tenancy and compliance, finance and valuation, insurance, tax and structure.
Risk assessment and offer decision sheet
Three-page fillable form: score the deal's legal, structural, tenant, market, liquidity, finance and regulatory risks, then set the walk-away price, opening offer, conditions and go or no-go decision from the numbers.
Post-purchase and quarterly portfolio review
Three-page fillable form: the 90-day post-purchase review (forecast against actual, lessons) and a quarterly portfolio review with values, loans, rate ends, reserve and the keep-buying check.
Deal analysis report for a partner or lender
Editable report template that turns your Property Deal Analyser into a clear six-page case for a partner, family investor or lender: summary, numbers, financing, stress tests, risks, due diligence, exit and assumptions.
Offer and negotiation message library
40 ready-to-edit messages and scripts in 9 groups: agent enquiries, offers, post-survey renegotiation, auctions, lenders and brokers, lawyers, partner updates, client analysis for agents, and letting agents.
Due diligence request letters
7 plain-words letters: information pack request, leasehold or strata enquiry, licensing and planning enquiry, lawyer instruction, survey booking, rent opinion request and tenancy information request.
Investment criteria one-pager and partner discussion sheet
Part A: a one-page investment criteria charter you write once and apply to every deal. Part B: a plain-words partner agreement discussion sheet to agree before anyone puts in money, for a lawyer to formalise.
Worked example pack: one buy-to-let accepted, one flip rejected
Two complete composite cases: a two-bed terrace analysed, negotiated and bought, and a three-bed flip rejected on the numbers, with the screening sheet, analysis, scenarios, due diligence, risks and offer decision filled in.
AI prompt pack for property deal analysis
32 tool-agnostic prompts grouped by step of the deal, each with what to paste in and what to check before you use the output.
Metrics and go or no-go decision card
Every metric with its formula, what it answers and its trap, plus fifteen if-this-then-that decision rules.
Property investor mistakes to avoid
Twenty common mistakes with the fix and the file to open, plus five warning signs in a deal pitch.
Country notes: purchase taxes, landlord rules and lending (October 2026)
Dated notes: what differs by country, checked UK and US points, and what to ask elsewhere. Correct at October 2026.
8-week deal cycle calendar
36 calendar events for one deal cycle over eight weeks, from criteria to completion set-up, each naming the file to open. Import into a new calendar and move to your dates.
Deal task board import
29 deal tasks as a CSV ready to import into Trello, Asana, Notion, Planner or Jira, with stage, week, file to open and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 61 pages
- Workbooks
- 15-sheet analyser and 7-sheet financing calculator, with sample deals, formulas and dashboards
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira
- Best for
- Small investors, landlords with one to twenty properties, and agents or brokers analysing deals for clients, in any country and currency
Deciding With Numbers, Not Hope
Why deciding with numbers beats instinct, what the kit covers and the seven-step method on one page.
Strategies in Plain Words, and Your Rules
The main investment strategies in plain words, who each suits, and how to write your investment criteria before you look at a listing.
Finding Deals and Screening in Ten Minutes
Where deals come from, the ten-minute screen, and the 1% check with its real limits.
The Full Analysis: Costs, Rent, Voids and Reserves
Every input that matters: purchase costs, rent from evidence, vacancy, running costs, capital reserves and tax in general terms.
The Metrics That Matter, and What Each One Hides
Gross and net yield, cap rate, cash-on-cash, DSCR, loan to value, payback, break-even occupancy and IRR, with what each one hides.
Financing Without Guesswork
Loan basics in plain words, comparing offers on true cost, repayment versus interest-only, and the lender's rent test.
Stress Testing: Sensitivity and Scenarios
Sensitivity grids and named scenarios that show which variable hurts most and how big your reserve must be.
Flips and Small Developments
Where flip profits really go, the most you can pay for a target margin, and small developments in outline.
Due Diligence and the Deal Risk Register
Ten areas of due diligence, request letters, and a simple way to score and track the risks of a deal.
The Offer: Negotiating From the Numbers
Walk-away price, opening offer, conditions and renegotiation, plus extra duties when you analyse deals for clients.
Portfolio, Exit and Records
The quarterly portfolio review, the keep-buying check, rate ends, exit planning and records.
The Analyser You Now Own
What you now have, and how to start this week.
Metric Definitions
Every formula used in the analyser, in one table.
Using AI in Deal Analysis Safely
Where AI helps in deal analysis, where it must not decide, and the human review rule.
Not just reading. Tools you will actually open again.
E-book
- The Property Investment Deal Analyser: 10 chapters, 2 appendices and 6 hand-drawn figures, about 9,800 words (PDF)
Start here
- 00-Start-Here-Deal-Analysis-Map: the job as seven steps with the file to open at each, your first hour and a 30/60/90 day use plan
Spreadsheets
- Property Deal Analyser workbook (15 sheets): settings, deals, returns for every deal, selected deal, 10-year projection with IRR, sensitivity grid, scenarios, flip analyser, compare and rank, due diligence tracker, risk register, portfolio, dashboard and scenario chart
- Mortgage and Financing Comparison Calculator (7 sheets, illustrative): loan offers on true cost with a rent cover test, repayment versus interest-only, bridging cost and partner profit split
Fillable PDF forms
- Deal screening and viewing worksheet: the ten-minute screen, condition room by room, questions and the area
- Due diligence checklist: ten areas from title to tax, red flags and sign-off
- Risk assessment and offer decision sheet: risk scores, walk-away price, opening offer, conditions, go or no-go and offer log
- Post-purchase and quarterly review: forecast against actual at 90 days, the quarterly portfolio review and the keep-buying check
Word templates
- Deal analysis report for a partner or lender
- Offer and negotiation message library: 40 messages and scripts for agents, offers, renegotiation, auctions, lenders, lawyers, partners, client analysis and letting agents
- Due diligence request letters: 7 plain-words letters
- Investment criteria one-pager and partner agreement discussion sheet
- Worked example pack: one buy-to-let accepted and one flip rejected, fully worked
- AI prompt pack: 32 tool-agnostic prompts with what to paste in and what to check
Cheat sheets
- Metrics and go or no-go decision card: every formula and fifteen if-this-then-that rules
- Property investor mistakes to avoid: 20 mistakes with fixes, and five warning signs in a deal pitch
- Country notes: purchase taxes, landlord rules and lending, correct at October 2026
Plans
- 8-week deal cycle calendar: 36 events for Google, Outlook or Apple Calendar
- Deal task board import: 29 tasks for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to write investment criteria and apply them to every deal the same way
- You will be able to screen a listing in ten minutes and record why you passed or rejected it
- You will be able to work out all-in cost, cash in, net operating income and cash flow from evidence
- You will be able to explain gross and net yield, cap rate, cash-on-cash, DSCR, LTV and IRR, and what each hides
- You will be able to compare loan offers on true cost and check the rent against a lender-style test
- You will be able to stress-test a deal and size the reserve for a bad year
- You will be able to run due diligence across ten areas and score a deal's risks
- You will be able to set a walk-away price and make, raise or withdraw an offer from evidence
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
A taste of Chapter 2
Some investors use a quick screen: monthly rent should be at least 1% of the purchase price. The Returns sheet shows it as "Monthly rent as % of all-in cost". It is easy to remember and fast to apply, and it says something real about whether rent is large relative to price. It also has well-known limits, and its critics are right about them. In many cities with high prices, almost nothing passes, including deals that work well for a patient, low-borrowing investor. In some cheap areas, deals pass easily because the rent comes with high costs, low demand or poor condition. The check ignores running costs, finance, tax and growth entirely. Use it the way a doctor uses a thermometer: as a reason to look closer, never as the diagnosis.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Rent | The figure in the listing | Five rented comparables and two agents' written opinions, middle of the range |
| Costs | Price and mortgage only | Purchase taxes, fees, set-up, vacancy, management, maintenance, capital reserve and fixed costs |
| Metrics | One gross yield | Every metric side by side for up to 12 deals, with a verdict against your own criteria |
| Risk | A single base case | A rent and rate grid, named scenarios, a reserve figure and a scored risk register |
| Offer | A bit under asking | A walk-away price from your numbers, an evidence-based opening offer and scripts for each move |
| Countries | One country's rules, undated | Any currency; country differences in one dated sheet |
Made for you if…
- Landlords with one to twenty properties deciding on the next one
- First-time property investors who want a method before they spend their savings
- Residential agents, buyer's agents and brokers who analyse deals for investor clients
- Small property managers advising owners on purchases and exits
- Partners and family investors who want to understand a deal before they put money in
- Investors comparing buy-to-let, shared houses, short-lets and flips
Probably not for you if…
- People buying a home to live in (The Home Buying Master Kit covers that)
- Anyone looking for tips on which property or area will rise, or for a promised return
- Large commercial or institutional investment teams
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next deal deserves a real analysis
Open the analyser, type your criteria into Settings and run the deal you are looking at now. Whether it passes or fails, you will know why, and whether you start with the ten-minute screen tonight or the full analysis at the weekend, every step has a file ready.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
The Bodhih family, when you are ready for more
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250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
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Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Property Investment Deal Analyser: FAQs
Read the free guideAlready bought? Resend my linkHow do I analyse a buy-to-let or rental property deal?
Start with your written criteria, then work out the all-in cost, your cash in, rent from comparables, vacancy, running costs and a capital reserve, and the loan payments. From those come net yield, cash-on-cash and debt cover. Stress-test rates, rent and voids before you offer. The analyser does the arithmetic once you type the inputs.
What is a good cash-on-cash return or yield?
There is no universal number: it depends on your market, interest rates, how much you borrow and what else you could do with the money. That is why the kit asks you to write your own criteria and test every deal against them, rather than chase a figure from a forum.
What is the difference between cap rate and net yield?
Both use net operating income. Cap rate divides it by the property's value and ignores how it is financed, which helps compare similar properties. Net yield in this kit divides it by your all-in cost, including purchase taxes and set-up, so it shows what the property earns on everything it cost you.
Does the 1% rule work?
It is a quick screen: monthly rent at least 1% of the price. It ignores costs, finance and growth, and in many high-price markets almost nothing passes. The kit shows it as one column and teaches you to use it as a reason to look closer, never as the decision.
Does it work outside the UK?
Yes. The method and every tool work in any currency, and purchase taxes are typed as amounts for your situation. Country-specific rules are kept in one dated sheet that shows what differs and what to ask in India, the US, Canada, Australia, Singapore, the GCC, Africa and Europe, with checked UK and US points.
Is this financial, tax or legal advice?
No. The kit is educational. It shows how to analyse a deal and what to ask. It does not recommend any property, promise any return or replace your accountant, lawyer or conveyancer, lender or broker. Templates are starting points in plain words for professionals to formalise.
I am an agent. Can I use it with clients?
Yes, for your own analysis and to show clients how a deal works, under the personal licence. The kit includes messages for sending an analysis without promising returns, disclosing interests and declining discriminatory requests. Check your licensing body's rules on advice and disclosure.
Can I measure my starting point?
Yes. The AssessAll assessments Money Decision Judgment, Risk, Probability & Statistical Thinking and Data Interpretation: Tables & Charts are matched to this kit (separate products). They show where your judgement with money, risk and numbers is strong and where to practise.
How do I turn this into a development plan?
Use what the assessments and your first deal reviews show you, then build a plan with Jobulary: see how a Jobulary development plan works at jobulary.com/how-it-works.
Do I need Excel?
No. The workbooks open in Excel, Google Sheets or LibreOffice, the Word templates in Word or Google Docs, the forms in Acrobat Reader or any PDF app that supports forms, and the calendar in Google, Outlook or Apple Calendar.
How much does The Property Investment Deal Analyser cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
