Enter your email business to download and customize this spreadsheet for free
The key metrics tracked in the Residential ProForma spreadsheet typically include property value, property tax, inflation rate, and market value. These metrics are used to calculate the profitability of a real estate investment over a ten-year period. The spreadsheet allows users to specify whether the property tax is static or variable, and adjusts calculations accordingly.
Question was asked on:
Users will need to specify whether the property tax is static or not. In some states, such as California, the property tax is the same—or static—from year to year. In other states, such as Florida, the property tax is variable from year to year according to the current property value. Click the checkbox if the property tax model is static. If left unchecked, the proforma will adjust the property tax for each year according to the market value and inflation rate. For convenience, both tax models are viewable in the proforma, but the selected tax model will be the one used in the calculations.
Asked on the following spreadsheet:
Need to compare real estate investment opportunities? Use the Residential ProForma spreadsheet to quickly identify if a real estate investment opportu...
Download 3 out of 5 models
Enter your email business to download and customize this spreadsheet for free
Download full spreadsheet
Quarterly
Commercial use allowed. View other plans
Need help with which companies or projects to invest in? As a key driver of value in business, ROIC measures how well the company deploys its capital. Use our ROIC & Investment Valuation spreadsheet to compare the efficiency of capital use between companies and make the right investment decisions.
Real estate can be a great addition to an investment portfolio. But as with any investment, it has to be the right buy. This spreadsheet helps analyze multifamily properties via income, expenses, and debt service.
Are loan repayments confusing and complex to keep track of? Use our Ultimate Loan Spreadsheet to track and estimate how much principle of a loan is owed. Use this spreadsheet to analyze: home, car, student and commercial loans. Plus, analyze whether refinancing a loan is an advantage. As a bonus, loan amortization graphs illustrate the specific loan amortization schedule.
Need better tools to fix a failed business or start a new one? Save hours of work with all the tools to track future revenues and expenses. This business plan template includes tools like a balance sheet with a ten-year financial outlook split into quarters and adjusted for inflation and rental increases. It also has a proforma income statement and provides a robust revenue tracking system based on the lifetime value, lifetime period, and cost of acquisition of a subscriber or SaaS product customer. Additionally, it includes a charts dashboard that visualizes all the predicted outcomes.