Client Work — Real Estate
JRD ▸ Buyers
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Thode + Cannon — Property Tour →
Date-tabbed buyer tour for the Heights / Inner Loop — live overview & route.
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Thode + Cannon — Tour Setup →
Listing-agent confirmation, access, compensation & pending-info tracking (agent prep).
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Thode + Cannon — Tour Conduct →
On-tour companion: per-home notes, scoring, and buyer feedback capture.
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Thode + Cannon (Tour 02) — Setup →
Second Heights tour day — listing-agent confirmation & prep.
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Thode + Cannon (Tour 02) — Conduct →
On-tour companion for the second Heights tour day.
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4-Plex Investment Analysis →
Buyer buy-box results for a 4-plex investment opportunity.
JRD ▸ Sellers
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Tallas — 1931 Auburn Trl (Estate) →
Estate offer analysis for the 1931 Auburn Trail listing.
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CMA & Market Activity SOP →
Seller-side comparative market analysis & market-activity standard procedure.
Finance — Fynanc & PLEX
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Fynanc Knowledge Base →
The Fynanc learning hub — concepts, glossary, and the full system.
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PLEX + Flow — The Complete System →
How the PLEX bucket model and Flow analysis work together end-to-end.
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PLEX Bucket Metrics →
Classifying holdings into Bedrock / Cash Flow / Hedge — the specific metrics.
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The Parking Spot — Better Than Cash →
Cash-equivalent ETF parking strategy for idle capital.
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M1 Pie Analysis →
Decode and analyze an M1 portfolio pie — full holdings & allocation.
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Portfolio Read — Freedom Engine (live M1) →
Live read of a Freedom Engine M1 portfolio against the model.
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Invest Capital — Freedom Engine →
The capital-investment Freedom Engine framework.
Tools
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Plex Flow Reviewer →
Submit a portfolio and receive an automated PLEX-Flow review.