Multi-Unit Proformas Datasheet
Subject property:
Property Asking Price ($):
Lot Square Feet:
Current Coverage:
Sq. Ft.
Current FAR
Max FAR:
Max Coverage:
Estimated Yearly Appreciation:
5.00%
Annual Tax Rate:
%
Section 1 -- Income
Current
Projected
Change
as %
Rent/Sq. Ft.
Unit #1
Unit #2
`
Unit #3
Unit #4
Unit #5
Total rent-able sq. ft.:
Monthly Scheduled Income -- MSI ($):
Other Income, annual($):
GROSS Scheduled Annual Income -- GSI ($):
Section 2 -- Expenses
Enter Operating Expenses($):
Enter Operating Expenses(%):
Estimated Annual Tax Expense:
Annual Operating Expenses($):
Annual Operating Expenses(%):
Total Operating Expenses:
Net Operating Income (NOI):
Section 3 -- Pricing
Current CAP Rate:
Target Cap Rate (%):
Price:
Section 4 -- Financing Worksheet
Appraised/Lending Value:
Max, LTV
Appraised Vs. Asking price (%)
Lending Values:
Conventional:
Down Payment (%): /amount
Loan Balance:
APR (%):
Loan Period (years): /months
Loan Payment:
Annual Loan payments ($):
First year ONLY costs:
Closing costs, inspections, escrow, etc.(%):
Rehabilitation/Property Ready Budget(%):
Total First Years costs
Reserves:
Property Reserve (%):
Vacancy Reserve (%):
Section 5 -- Capital Returns
Current Returns
Annual Property Reserve: /monthly
Annual Vacancy Reserve: /monthly
Annual Net Income: /monthly
Cash on Cash Return (COC):
Rate of Return (ROR):
Projected Returns
Rental Property Investment Analysis
Multi-Year Annual Cash Flow Analysis -- Based off CURRENT rents
ACQUISITION INFORMATION
Purchase Price:
Address:
Down payment Percentage (%):
Mortgage Amount
Closing Costs - Loan Points/Escrow/Title Fees/Inspection Etc.
Rehabilitation/Property Ready Budget
Total Equity (Down payment + Closing Costs)
RENT INCREASE
PROPERTY OPERATIONS STATEMENT
Purchase Year
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Monthly Housing Income:
Other Income:
Vacancy and Property Reserves
Effective Gross Rent:
EXPENSE INCREASE
Operating Expenses
Monthly Expenses:
Property Taxes Increase %/Annual
Total Operating Expenses
Net Operating Income
First Year Expenses:
MORTGAGE PAYMENT AND CASH FLOWS
Mortgage Payment - Monthly
Loan Term:
Monthly Cash Flow:
Annual Cash Flow:
Cash on Cash (Annual Cash Flow / Total Equity)
Multi-Year Projected Annual Cash Flow Analysis -- POTENTAL RETURNS