The Income Investors Playbook REIT Dividend Portfolio Mastery – Bundle

1. Dividend Stock Screener

A 10-worksheet Excel workbook designed to help investors organize dividend stock research, examine selected dividend quality indicators, compare dividend growth categories, and maintain a structured investment watchlist.

Tab 1: START HERE

Introduces the Dividend Stock Screener and provides instructions for using its screening, scoring, comparison, and watchlist worksheets.

Explains a five-step research workflow covering data entry, screening filters, quality score analysis, dashboard comparisons, and watchlist management.

Provides educational definitions of dividend yield, payout ratio, five-year dividend growth rate, price-to-earnings valuation, and financial strength indicators.

Includes instructions for updating manually entered financial information and recording research sources.

Tab 2: MASTER LIST

Provides the central dividend stock database where users can enter or import company information.

Includes fields for company name, ticker symbol, dividend classification, dividend yield, payout ratio, five-year dividend growth rate, optional earnings growth, valuation multiple, and debt-related financial metrics.

Also provides space for recording financial data sources and supporting information.

Contains three illustrative company entries demonstrating how the worksheet is organized.

Designed to serve as the main data source for the screening, scoring, and dashboard worksheets.

Tab 3: Aristocrats

Provides a dedicated worksheet for viewing dividend stocks categorized as Dividend Aristocrats.

Includes columns for company information, dividend yield, payout ratio, growth rate, earnings growth, valuation, and financial strength metrics.

Designed to display relevant entries from the master research list.

Includes a note explaining that users can use the main worksheet's filters if their Excel version does not support the dynamic filtering function.

Tab 4: Kings

Provides a separate dividend research view for companies classified as Dividend Kings.

Uses the same core information categories as the main dividend database, allowing users to examine dividend yield, payout ratios, growth metrics, valuation, and supporting financial information.

Designed to help users organize companies within this specific dividend growth classification.

The worksheet depends on the information entered into the master list.

Tab 5: Champions

Provides a dedicated worksheet for dividend stocks categorized as Dividend Champions.

Includes research fields for dividend income characteristics, payout sustainability, growth information, valuation multiples, and debt-related financial metrics.

Designed to support category-based comparison within the broader dividend screening process.

Tab 6: SCORING MODEL

Provides an editable weighted scoring framework for evaluating dividend stock quality.

The model contains four primary scoring factors:

• Dividend Safety — 35% default weighting.
• Dividend Growth — 30% default weighting.
• Valuation — 20% default weighting.
• Financial Strength — 15% default weighting.

Users can adjust the weights to reflect their own research priorities.

The model includes normalized subscore fields and a combined quality score intended to operate on a 0–100 scale.

Contains rating bands and additional supporting values used to evaluate the entered financial information.

The scores are model-based research indicators rather than investment recommendations.

Tab 7: SCREENING FILTERS

Provides a configurable dividend stock filtering interface.

Includes editable screening requirements for:

• Dividend category.
• Minimum dividend yield.
• Maximum payout ratio.
• Minimum five-year dividend growth rate.
• Minimum valuation multiple.
• Maximum valuation multiple.
• Minimum quality score.

Contains a filtered results table designed to display securities matching the selected criteria.

Includes company names, tickers, categories, dividend metrics, valuation information, quality scores, and ratings.

Tab 8: TOP PICKS DASHBOARD

Provides dashboard-style tables for organizing ranked dividend research results.

Includes four primary comparison sections:

Top 10 by Quality Score

Designed to display the highest-rated dividend candidates based on the weighted scoring model.

Top 10 by Yield (With Safety Filter)

Designed to compare higher-yielding securities while incorporating selected safety criteria.

Top 10 Dividend Growth

Focuses on securities with stronger recorded five-year dividend growth rates.

Red Flags

Provides a reference area for identifying potential concerns within the recorded financial data.

Dashboard results depend on the quality and completeness of the imported research information.

Tab 9: WATCHLIST BUILDER

Provides an editable worksheet for maintaining a dividend investment research watchlist.

Includes fields for:

• Ticker symbol.
• Company name.
• Target dividend yield.
• Target buying price range.
• Research notes.
• Monitoring status.
• Date added.
• Last examined date.

Contains an example company showing how target yield assumptions and watchlist notes may be recorded.

Designed to help users organize investment candidates and maintain a record of their research observations.

Tab 10: EXAMPLE

Provides a brief example and usage reference for the Dividend Stock Screener.

Explains that the workbook uses month/day-style research date labels without requiring a specific calendar year.

The example worksheet is optional and can be removed after the user understands the intended workflow.

2. Portfolio Income Calculator

A nine-worksheet Excel workbook designed to estimate dividend income from recorded holdings, organize payment schedules, examine income scenarios, and monitor selected portfolio income metrics.

Tab 1: START HERE

Provides instructions for configuring and using the Portfolio Income Calculator.

Explains how to enter investment holdings, select dividend payment frequency, assign expected payment months, record dividend dates, and access income summaries.

Introduces the following financial concepts:

• Ex-dividend date.
• Dividend payment date.
• Dividend frequency.
• Yield on cost.

Includes reminders that dividend amounts and payment schedules may change and must be verified using current company or brokerage information.

Tab 2: _LISTS

Provides supporting reference data used throughout the workbook.

Includes lists for months of the year, dividend payment frequencies, dividend classification options, typical payment month patterns, and available calculation scenarios.

Contains predefined schedules for monthly, quarterly, semiannual, and annual dividend payments.

Also includes supporting data for payment month matching and scenario selection.

This worksheet primarily supports dropdown options and internal calculations.

Tab 3: HOLDINGS INPUT

Provides the main portfolio holdings input table.

Includes fields for:

• Ticker symbol.
• Company name.
• Number of shares.
• Cost basis per share.
• Current price.
• Annualized dividend per share.
• Dividend payment frequency.
• Typical payment month pattern.
• Custom payment months.
• Next ex-dividend date.
• Next payment date.
• Dividend classification.
• Notes.

Designed to store the user-entered information required for portfolio income calculations.

Tab 4: INCOME ENGINE

Provides a calculation worksheet for estimating dividend income across portfolio holdings.

Includes fields for share quantities, annualized dividends per share, annual income, monthly average income, cost basis, current prices, and yield on cost.

Contains portfolio summary calculations for:

• Total estimated annual dividend income.
• Estimated average monthly income.
• Total market value.
• Estimated portfolio yield.

Designed to help users examine how individual securities contribute to the portfolio's expected income.

Tab 5: DIVIDEND PAYMENT CALENDAR

Provides a month-by-month dividend income planning table.

Organizes expected payments across January through December.

Uses entered dividend amounts, payment frequency, and selected payment month patterns to estimate when dividend income may be received.

Designed to help users identify uneven payment periods and examine the potential timing of income throughout the year.

The estimates depend on user-provided information and are not guaranteed payment schedules.

Tab 6: EX DIVIDEND TRACKER

Provides a dedicated worksheet for recording upcoming ex-dividend and payment dates.

Includes fields for ticker symbols, company names, next ex-dividend dates, next payment dates, dividend frequency, buy-before planning notes, and supporting information.

Dates are organized using a month/day convention.

Designed as an informational scheduling reference rather than a live corporate-action or dividend announcement feed.

Tab 7: SCENARIOS

Provides a scenario analysis worksheet for exploring alternative dividend income assumptions.

Includes three primary scenario options:

• Base Case — No changes.
• Reinvest Dividends (DRIP).
• Increase Shares Monthly.

Contains an editable monthly share increase assumption.

The DRIP scenario uses current price information when available, with alternative cost basis assumptions described in the workbook.

Provides projected annual income, projected monthly average income, and projected total share count fields.

Designed to illustrate how changing share ownership assumptions may affect estimated dividend income.

Tab 8: DASHBOARD

Provides a consolidated portfolio income summary.

Includes key performance fields for:

• Estimated total annual dividend income.
• Estimated average monthly income.
• Highest estimated income month.
• Estimated income during the highest-paying month.

Also contains a Top 10 Income Holdings table showing selected tickers and their estimated annual income contribution.

Provides a simplified summary of the income calculations from the underlying worksheets.

Tab 9: EXAMPLE

Provides illustrative dividend portfolio entries demonstrating the intended holdings input structure.

Includes example positions such as SCHD, Realty Income, VTI, and BND.

The sample records demonstrate how share quantities, cost basis, current prices, dividend amounts, dividend frequencies, payment patterns, and dividend classifications can be entered.

The examples are instructional and do not represent current market prices or recommended investments.

3. REIT Analysis Spreadsheet

A nine-worksheet Excel workbook designed for organizing real estate investment trust research, examining dividend coverage, evaluating selected financial risk indicators, comparing REIT sectors, and tracking potential investment candidates.

Tab 1: START HERE

Introduces the REIT Analysis Spreadsheet and provides instructions for working with its financial inputs, automated calculations, safety scoring, comparison dashboards, and watchlist.

Explains important REIT research terminology including:

• Funds From Operations (FFO).
• Adjusted Funds From Operations (AFFO).
• FFO payout ratio.
• AFFO payout ratio.
• Financial leverage metrics.

Provides guidance for identifying editable inputs and calculated worksheet fields.

Includes a reminder that all financial information must be independently verified.

Tab 2: REIT MASTER LIST

Provides a reference list of REIT companies organized by market sector.

Includes fields for ticker symbol, company name, REIT sector, optional market capitalization, and supporting notes.

The database contains examples across sectors such as:

• Data Centers.
• Industrial.
• Net Lease.
• Retail.
• Office.
• Residential.
• Healthcare.
• Other REIT categories.

Designed to provide an initial universe of companies for additional financial research.

The list is a reference starting point and its company classifications should be verified before use.

Tab 3: DATA INPUTS (LATEST)

Provides the main worksheet for entering REIT financial information.

Includes fields for:

• Ticker symbol.
• Company name.
• REIT sector.
• Current or researched share price.
• Annual dividend per share.
• FFO per share.
• AFFO per share.
• Revenue.
• Debt metric type.
• Debt metric value.
• Occupancy rate.
• Dividend growth streak.
• Research notes.

Contains a sample numerical entry demonstrating the intended use of the financial input columns.

The worksheet does not automatically guarantee current market or company financial information.

Tab 4: SAFETY SCORE MODEL

Provides an editable scoring framework for examining selected aspects of REIT financial strength and dividend coverage.

Includes default weights for:

• Payout Ratio (AFFO Preferred) — 45%.
• Leverage — 30%.
• Dividend Growth Consistency — 15%.
• Occupancy / Tenant Quality Proxy — 10%.

Contains editable thresholds for AFFO payout ratios, FFO payout ratios, Debt/EBITDA, Debt/Assets, occupancy rates, and dividend growth streaks.

Includes Green, Yellow, and Red score classifications.

Designed to provide a standardized research framework rather than a definitive assessment of investment safety.

Tab 5: AUTOMATED CALCULATIONS

Contains financial calculation fields referencing the information entered into the REIT data input worksheet.

Includes metrics for:

• Dividend Yield.
• FFO Payout Ratio.
• AFFO Payout Ratio.
• Dividend Coverage Using FFO.
• Dividend Coverage Using AFFO.
• Leverage Flag.
• Payout Flag.
• Safety Score.
• Safety Rating.

Also includes individual scoring components for payout, leverage, dividend growth, and occupancy.

Designed to help users organize and compare calculated REIT metrics across multiple companies.

The results depend on accurate financial inputs and correct spreadsheet calculations.

Tab 6: COMPARISON DASHBOARD

Provides a side-by-side REIT comparison worksheet.

Allows users to select up to ten REIT tickers and examine their recorded financial indicators.

Includes comparison fields for company name, sector, dividend yield, FFO payout ratio, AFFO payout ratio, leverage classification, safety score, and rating.

Also contains quick-list sections designed to identify:

• Top 10 Safest REITs.
• Top 10 Highest-Yielding REITs.
• Top 10 Best Balance of Yield and Safety.
• REIT Sector Averages.

The dashboard is an analytical template based on recorded inputs, not a real-time securities ranking service.

Tab 7: SECTOR VIEWS

Provides a dedicated worksheet for analyzing REITs within a selected market sector.

Includes a sector selection field and comparison columns for rank, ticker, company, safety score, safety rating, dividend yield, AFFO payout ratio, and leverage classification.

Designed to help users compare companies within similar REIT categories rather than relying exclusively on comparisons across unrelated sectors.

Tab 8: WATCHLIST & ACTIONS

Provides an editable REIT research and monitoring worksheet.

Includes fields for:

• Ticker symbol.
• Target dividend yield.
• Target price.
• Research notes.
• Monitoring status.
• Next research date.

Designed to help users maintain a shortlist of REIT candidates, record price or income assumptions, and organize future research tasks.

Tab 9: EXAMPLE

Provides an instructional example illustrating how selected REIT financial inputs and output metrics are organized.

Includes example information for share price, annual dividend, FFO, AFFO, leverage, occupancy, and dividend growth.

Contains an example results summary for dividend yield, payout ratios, leverage flag, safety score, and safety rating.

The entries are illustrative rather than current investment data.

4. Sample Portfolio Templates

A nine-worksheet Excel resource containing three illustrative income-investing portfolio models, asset allocation comparisons, rebalancing guidelines, income projections, and customization tools.

Tab 1: START HERE

Introduces the Sample Portfolio Templates workbook and explains how to select and modify the available portfolio models.

Provides instructions for entering personal preferences, choosing a sample portfolio, adjusting investment allocations, and examining estimated income results.

Includes educational notes about investment risk, changing market conditions, and the limitations of illustrative income assumptions.

Explains the distinction between editable inputs and formula-driven worksheet fields.

Tab 2: PORTFOLIO $500K

Provides an illustrative portfolio model based on an initial portfolio value of $500,000.

Contains an allocation table covering dividend ETFs, option-income ETFs, REITs, individual dividend stocks, bond ETFs, preferred securities, Treasury-related assets, and cash.

Includes example holdings such as SCHD, VYM, DGRO, JEPI, JEPQ, VNQ, Realty Income, VICI, Coca-Cola, Procter & Gamble, Johnson & Johnson, BND, and other assets.

Provides calculation fields for target allocation percentages, dollar allocations, optional share quantities, expected yields, and estimated annual income.

Includes an investment classification and sector allocation summary.

Contains configurable portfolio limits for maximum position size and allocation drift, along with concentration checks.

Tab 3: PORTFOLIO $750K

Provides an illustrative income-oriented portfolio model based on an initial value of $750,000.

Includes editable asset allocation percentages and example holdings across dividend stocks, ETFs, REITs, fixed-income funds, preferred securities, and cash reserves.

Contains estimated dollar allocation and annual income calculations based on the entered investment value and yield assumptions.

Includes sector allocation summaries and configurable concentration thresholds.

Designed to provide a reference model for studying the relationship between portfolio size, asset selection, diversification, and potential income.

Tab 4: PORTFOLIO $1M

Provides an illustrative portfolio model based on an initial investment value of $1,000,000.

Includes a diversified example allocation across income-oriented equity ETFs, option-income products, REITs, dividend-paying companies, fixed-income instruments, preferred securities, and cash.

Contains formulas for allocating capital to each holding and estimating annual income based on the selected yields.

Provides portfolio-level expected yield information, sector allocation views, and checks for concentration and allocation totals.

All expected yields and asset weights are illustrative and require independent evaluation.

Tab 5: PORTFOLIO COMPARISON

Provides a side-by-side comparison of the $500K, $750K, and $1M portfolio models.

Includes fields for:

• Portfolio value.
• Blended expected yield.
• Estimated annual income.
• Largest holding allocation.

Also contains comparisons of selected asset categories, including dividend ETFs, option-income ETFs, real estate, fixed income, preferred securities, and cash or Treasury-related investments.

Designed to help users examine how different example portfolio sizes and allocations affect projected income and exposure.

Tab 6: REBALANCING GUIDELINES (PRINTABLE)

Provides a printable reference for maintaining and reassessing income-oriented portfolio allocations.

Includes guidance on setting allocation drift thresholds, defining maximum position sizes, checking sector exposure, and assessing whether a holding exceeds selected limits.

Contains a quarterly portfolio checklist for examining values, yield assumptions, allocation totals, and concentration.

Also includes trigger-based considerations such as dividend reductions, excessive position sizes, sector concentration, and changing interest rate conditions.

Tab 7: INCOME PROJECTION

Provides a twelve-month income projection worksheet.

Allows the user to select one of the three sample portfolios as the calculation basis.

Contains estimated income fields for Month 1 through Month 12 and a total estimated income summary.

Designed to support simple cash flow planning based on the selected portfolio model and its assumptions.

It is not a guarantee of actual payment timing or future distributions.

Tab 8: CUSTOMIZATION WORKSHEET

Provides editable fields for configuring selected investment preferences.

Includes inputs for:

• Risk tolerance.
• Target portfolio yield.
• Annual income goal.

Contains calculated or model-based fields for allocation tilt suggestions and income feasibility.

Also includes a simplified comparison of preferences for monthly dividend payers versus growth-oriented income assets.

Designed to help users explore how different goals may affect portfolio planning considerations.

Tab 9: EXAMPLE

Provides an instructional example explaining how to customize a portfolio model.

Includes guidance for modifying initial portfolio values, adjusting expected yields, checking allocation percentages, and examining estimated annual income changes.

Also explains how changing a holding's target allocation affects its dollar allocation and projected income within the example structure.

5. Tax Optimization Workbook

The supplied 13-worksheet Excel file is a stock-content marketplace comparison resource. It does not contain investment tax calculation tools.

The workbook is designed to help photographers, videographers, and digital content creators compare licensing marketplaces according to commissions, contributor requirements, approval difficulty, workflow convenience, and potential distribution opportunities.

Tab 1: START HERE

Introduces the Platform Comparison Matrix and explains how to evaluate stock-content licensing platforms.

Provides instructions for using the comparison table, editing scoring weights, examining recommendations, and reading platform-specific notes.

Includes example strategies based on:

• High-volume contributor activity.
• Premium content licensing.
• Video-focused distribution.
• Simplified multi-platform workflows.
• Diversification across non-exclusive marketplaces.

Includes reminders that platform policies, contributor commission rates, and payment requirements may change over time.

Tab 2: PLATFORM MATRIX

Provides a side-by-side comparison of 15 stock-content and creative marketplace platforms.

The comparison includes:

• Shutterstock.
• Adobe Stock.
• Getty Images.
• iStock.
• Alamy.
• Dreamstime.
• Depositphotos.
• Pond5.
• Envato Elements.
• 123RF.
• Freepik.
• Canva Creators.
• Wirestock.
• Picfair.
• Foap.

Contains fields for supported content types, exclusivity arrangements, commission structures, payout thresholds, payment methods, submission requirements, content examination processes, approval difficulty, target contributor categories, advantages, disadvantages, and source links.

Designed as a research reference that must be updated against current platform information.

Tab 3: SCORING TOOL

Provides an editable scoring framework for comparing stock-content licensing platforms.

Includes configurable priority weights for:

• Commission Rate.
• Ease of Approval.
• Video Friendliness.
• Workflow Ease.
• Global Reach.

Contains ratings for the 15 included marketplaces and calculated weighted scores.

Includes a ranking column intended to organize platforms according to the selected scoring criteria.

Users can adjust both criterion weights and platform ratings based on their own research priorities.

Tab 4: TOP PICKS DASHBOARD

Provides a platform recommendation dashboard based on the scoring worksheet.

Includes sections for:

• Top 3 Starter Platforms.
• Top 5 Growth Platforms.
• Diversification Strategy.

Contains platform names, scores, recommendation explanations, and key strengths.

Also provides general suggestions for beginning with a smaller platform selection, evaluating performance over time, and considering exclusive arrangements carefully.

Tab 5: Shutterstock_Notes

Provides platform-specific information about Shutterstock's contributor marketplace.

Includes sections for key platform characteristics, common content rejection reasons, suggested content types, submission considerations, and reference resources.

Discusses contributor workflow considerations such as metadata quality, image resolution, copyright compliance, portfolio diversity, and uploading procedures.

Tab 6: Adobe_Stock_Notes

Provides contributor reference information for Adobe Stock.

Includes observations concerning design-focused content, contributor requirements, submission quality, technical preparation, metadata, and licensing considerations.

Contains sections for common content rejection reasons, suggested content categories, upload practices, and official contributor resources.

Tab 7: Getty_iStock_Notes

Provides information about contributing content through Getty Images and iStock.

Includes discussion of portfolio applications, contributor approval, exclusive and non-exclusive arrangements, visual quality requirements, and editorial content considerations.

Contains common rejection reasons, content preparation guidance, upload suggestions, and source references.

Tab 8: Alamy_Notes

Provides stock photography contributor information related to Alamy.

Includes reference material about editorial photography, niche subject matter, licensing considerations, content descriptions, keyword metadata, and submission practices.

Contains key platform observations, common rejection issues, recommended content categories, and links to additional resources.

Tab 9: Pond5_Notes

Provides contributor information related to Pond5 and its video-oriented marketplace.

Includes considerations for footage formats, video quality, motion graphics, audio, contributor pricing, metadata, and licensing requirements.

Contains reference sections for common rejection issues, suitable creative content, upload practices, and contributor resources.

Tab 10: Envato_Elements_Notes

Provides reference information about the Envato contributor marketplace.

Includes considerations related to templates, graphics, video, design assets, submission requirements, content usability, and marketplace quality standards.

Contains platform-specific observations, content preparation guidance, and relevant contributor resource references.

Tab 11: Freepik_Notes

Provides contributor information related to Freepik's marketplace for visual and design assets.

Includes reference material about vector artwork, illustrations, PSD templates, photography, metadata preparation, and creative quality expectations.

Also discusses content originality, copyright considerations, and the labeling of AI-generated material where required.

Tab 12: Canva_Creators_Notes

Provides an overview of Canva Creators and related content contribution opportunities.

Includes discussion of Canva-native templates, design elements, application requirements, marketplace usability, and royalty-related considerations.

Contains guidance for preparing customizable designs, organizing coordinated template collections, and describing submitted content.

Tab 13: EXAMPLE

Provides an instructional platform scoring scenario for a video-focused creator.

Includes example priority weights emphasizing commission potential, approval convenience, video support, workflow usability, and marketplace reach.

Contains sample platform ratings, calculated scores, and ranking information.

Designed to demonstrate how adjusting scoring weights can change the relative positioning of different content marketplaces.

Please note that this is a digital product, so no physical product will be shipped to you.

Upon purchase, you will receive an email containing a secure download link to a compressed folder containing multiple Excel workbooks consisting of approximately 5 files.

Please ensure you enter a valid email address at checkout and check your spam or promotions folder if you do not see the delivery email in your main inbox.

If our emails are delivered to your Spam or Promotions folder, please mark them as Not Spam and move them to your Primary Inbox. This helps ensure uninterrupted access to your purchases and future communications.