Financial Model, Investment, Real Estate, Residential Properties

10-year Financial Projections, 5-year Financial Projections, Amortization, Cap Rate (Capitalization Rate), Cash Flow Analysis, Cash Flow Projections, Cash on Cash Yield, Cash-on-Cash Multiple, CFO, Dashboard, DCF Model, Debt Amortization, Debt Schedule, Discount Rate, Excel, Financial Analysis, Financial Due Diligence, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Forecast, Forecasting, Investment Multiple, IRR (Internal Rate of Return), Know-How, NPV (Net Present Value), Profitability Analysis, Property Valuation, Rental Income, Return on Investment (ROI), Scenario Analysis, Sensitivity Analysis, Terminal Value, Venture Capital

 

Video Overview:

Update: Analyze a maximum of 30 years instead of 10.

If you need a clean sheet to quickly analyze single-family / residential property investments, this template will do the job. Excel is the perfect place to have this ROI calculator and cash flow analysis. Output summary results include total and annualized leveraged/unleveraged ROI and CoC (cash-on-cash), IRR, and NPV / DCF Analysis.

Initial input assumptions include:
– Purchase price
– Renovation
– Percentage of costs financed / loan terms
– Expected monthly rent for each year
– Expected monthly expenses in each year
– Exit Cap rate to derive a selling price
– Selling Fees

There is plenty of flexibility with these assumptions. The user can toggle the exit value off if they just want to see a 10-year operating analysis with no sale. The end month can be toggled to any month from 1-120 to analyze various scenarios.

All metrics are shown on a levered and unlevered basis, including visualizations.

Starting with a financial model to analyze your investment properties is a great way to understand timing, economics, and trying to come up with a reasonable purchase price based on expected rental income assumptions and debt assumptions.