Diving into the 'CAPEX' model of the 'Real Estate Pro-Forma (Part 2)' spreadsheet, one can find a comprehensive analysis of capital expenditure related to real estate investments. This model provides a detailed breakdown of expenses such as amortization, loan, and purchase costs. It also offers a clear view of the financial dashboard, including elements like net profit, tax savings, and occupancy rates. The model is designed to help monitor the progress of rental income and related expenses, providing accurate analyses of profitability, cash flow, and property value. It's a valuable tool for anyone seeking to understand the financial dynamics of residential real estate investments.
This sheet is part of our Real Estate Pro-Forma (Part 2) spreadsheet. Available in Microsoft Excel, and Google Sheets. Download using links below
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Need a budget the whole family can stick to? Use the fully customizable Family Budget Planner to set an annual savings plan and track yearly transactions against it. A summary dashboard determines if spending habits are on track or off track to meet the annual goal year-to-date, and by how much. A monthly time series tracks net savings against planned savings month by month. And pie charts track expenses by categories, family member, and nice to have or must have. With all the tools to assess spending month by month, the whole family can learn how to budget according to a plan and reach it.
Need to compare real estate investment opportunities? Use the Residential ProForma spreadsheet to quickly identify if a real estate investment opportunity will be profitable. The proforma shows a ten-year financial outlook, adjusted for inflation, and lets users experiment with different scenarios. The spreadsheet comes with a detailed proforma, amortization schedule, and charts that track investment metrics. Quickly view the cumulative profit of a property over the next ten years, along with the present value and other key metrics adjusted for inflation and rent increases. The spreadsheet lets users conduct detailed scenario plans and make informed 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.
Need to present the investment and reward opportunities of a new venture or project? Use our "Ultimate Startup Pro Forma" model to showcase a new proposal and display its cost, revenue, and at what point cash flows will become positive and reach the critical "break-even point."
Microsoft Excel
Google Sheets