Repsie planning one-pager
Your short-term rental planning checklist
A practical one-page starting point for a property-first, tax-informed STR conversation. Use the section that matches your current readiness.
Great strategy fit
- Underwrite the property without relying on a tax benefit to rescue the deal.
- Confirm permits, zoning, HOA rules, insurance, and operating responsibilities.
- Have a qualified tax advisor review rental-use facts, participation, and deduction limits.
Potential strategy fit
- Identify the one or two gaps in your budget, timing, market, or management plan.
- Compare hands-on operation with a managed approach before choosing a property.
- Book a planning review before committing capital or assuming a current-year offset.
Lower fit right now
- Build a realistic capital and reserve plan, or move the purchase to a later year.
- Decide whether hands-on rental operation actually fits your life.
- Consider a property-readiness conversation; another strategy is not an automatic substitute.
Bring to your conversation
- Purchase budget, financing assumptions, and cash reserves
- Target property or market shortlist and rental restrictions
- A realistic operating-role plan and participation records