Review criteria
- +Deal by member and type
- +Under-review to funded stages
- +Amount and partners
- +Active-deal view
REI Club Deal Pipeline in Real Estate Investment Club
The REI Club Deal Pipeline is a copy-ready spreadsheet for real estate investment club that tracks deals, member, type, stage, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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Live preview of “REI Club Deal Pipeline”
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What’s inside “REI Club Deal Pipeline”
Tabs: How to use · Deals · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 8
Columns (grey = calculated for you)
- Deal
- Member
- Type
- Stage
- Amount sought
- Partners
- Next step by
- Next step
- Open the Deals tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Add each deal brought to the club with the presenting member, type and amount sought. Move Stage forward as it progresses.
- Filter Stage to hide Funded and Passed deals for an active-deal view at meetings.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
REI Club Deal Pipeline
About this template
It is built for people who want results without another subscription: clubs sharing a deal pipeline. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing REI Club Deal Pipeline
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Clubs sharing a deal pipeline
- +Anyone tracking member deals
Pause before choosing when
- -CRM integration
- -Automated matching
About Real Estate Investment Club
Why people consider this option
- +Track members, deals, and events without paid software
- +Keep every member and deal in a file you own
- +Know membership status and the deal pipeline
What to review before acting
- -No membership-portal or CRM integration without a tool
- -Growing clubs eventually need community software
Trust FAQ
Questions people ask before copying a template
Does the REI Club Deal Pipeline work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the REI Club Deal Pipeline really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the REI Club Deal Pipeline track?
It tracks deals, member, type, stage, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.