Real Estate Investment Financial Template and Detailed Reports (License #0001 for 7 days)

*License grants editing access for 7 days*

*Template is through Google Sheets, so you must have a Gmail or Google account to use the workbook*

*You do NOT need to be proficient in Google Sheets to use this template. You simply need to insert your projections in clearly defined cells and click through different tabs; very easy to use*

This powerful financial analysis template allows you to analyze a potential real estate investment property in just minutes! You enter values for basic variables such as projected monthly rent, purchase price, interest rate, closing costs, renovation costs, projected monthly utilities, etc. From there, the spreadsheet returns detailed reports showing the full financial projections . These detailed reports can be easily printed and distributed to potential investors!

REPORTS:

- Report 1: The Basics - Monthly/Annual Cash Flow + ROI on Equity & Cash

- Report 2: Break-Even Analysis

- Report 3: Partnership Balance Sheet + Home Equity + Cash Flow

- Report 4:  Net Income + Net Cash Flow

- Report 5: Property Taxes + Maintenance/Repair Fund

- Report 6: Summary Graphs

WHO IS THIS FOR?

- Aspiring real estate investors that want to understand the variables that go into investment decisions and the impacts of those variables over a long term period

- Aspiring real estate investors that need a reliable, detailed way of analyzing a prospective property they are interested in pursuing

- Experienced real estate investors that need to easily analyze the financials of a prospective property

- Experienced real estate investors that need to provide detailed financials to their potential partners

- Investors seeking the benefits of a cash-out refinance following renovations

- Prospective home-owners that wish to run cash flow scenarios based on loan years, interest rates, monthly utilities and potential maintenance/repair issues

SPECIAL FEATURES:

- Super easy to use. All user entry fields are clearly marked (and there aren't that many!)

- 30 year detailed Balance Sheet, Cash Flow, Equity and ROI analysis in a few minutes

- Properly accounts for:

        - renovation costs

         - property taxes

         - homeowner's insurance

         - maintenance/repair fund

         - monthly utilities

         - recurring home value appreciation + one-time appreciation following big renovations

         - rent appreciation

- You can run scenarios based on a 15 or 30 year mortgage, easily seeing how each impacts the interest expense and long term bottom-line

- Designed by an accountant with non-accountants in mind. It's very detailed but easy to use and easy to interpret. Plus, bonus notes included that helps you easily understand all of the analysis.

HOW TO USE:

After purchasing, you will be emailed the link to access your very own copy of the Google Sheets template for 7 days only (7 day licenses expire promptly after 168 hours of receipt).

The first two tabs of the spreadsheet contain about two dozen user entry fields, where you will enter the info specific to your prospective property. The next six tabs are the easy-to-follow detailed reports WITH bonus comments on each report allowing you to easily understand the info. I even provide tips on what to say to investors! These comments act as de facto accounting lessons because I help you to understand what all the numbers mean.

By changing different variables on the user entry tabs, you can quickly and easily see how the results of the 30 year reports change! This is extremely powerful and unlike anything offered anywhere else. Other projection websites give you a glimpse into monthly cash flow and such but they do not give you a full 30 year picture for the Balance Sheet, Cashflow, Income/profit, Equity, ROI, etc.

Simply change anything on the first two tabs and the six report tabs will all update simultaneously! You can change one number by $100, for example, and quickly & easily see the 30 year impact of that change. This lets you run as many what-if scenarios as possible, providing quick & easy results for each change you make. Such as:

"If we can collect $100 more a month, how does it change the break-even year?"

"If we can collect $100 more a month, how does it impact the ROI on cash at year 10?"

"If utilities are $50 more a month, how does that change the net cash flow?"

"If we offer $20,000 more, how much extra will that be in interest and how does it change ROI at year 30?"

"If we renovate it for $ABC in year 2 and bring the property value up to $XYZ, what is the gain in equity after accounting for all expenses up to that point?"

"If we set aside 1% vs 1.5% (of the property value) annually to the maintenance fund, what will be the yearly difference plus the cumulative difference over the 30 year period?

Please email me at maxyournetworth@gmail.com with any question. Thanks!