Realty Analytics 2008
Excel 2007 Ribbon
Welcome Screen
Getting Started
Business Plan- Section I
Business Plan Section II
Business Plan Section III
Business Plan Section IV
Business Plan Section V
Business Plan Appendix
Instant Analyst
Instant Analyst Components
Observations and Assessments
Price & Units
Income & Expense
1st Mortgage
2nd Mortgage
Closing Costs
Renovations
Stabilized Value
Drivers
Effects of Operations and Resale
Setup
Operating Expenses
Operating Expense Drivers
Expense Dynamics
Operating Expense Adjustments
Proforma Income and Expense Statement
Analysis of Proforma Income and Expense
Operating Income
Lease and Expense Recoveries
Expense Recovery Dynamics
Year Ending
Lease
Lease Expense Recoveries
Cashflow and Resale Analysis
Purchase Price
Global Investment Drivers
Sales Proceeds Before & After Tax
Cash Requirements
Resale Vaulation Drivers
Taxes and Depreciation
Resale Price/Debt/Equity Graph
Target and Actual Loan Balance
Aggregate Debt Coverage Ratio
Finance Setup
Refinance Setup
Mortgages
Funded Reserves / Capital Improvements / ITC
Proforma Taxable Income or Loss
Proforma Operating Cash Flows
Analysis of Resale
Summary Proforma Cashflow and Resale Analysis
Graphs
Rent Roll
Lease Expiration
Business Plan
Cover Sheet
Table of Contents
Executive Summary
Loan Request
General Information
Property Description
Investment Performance
Financing Summary
Key Assumptions
Section 2
Property Photographs
Aerial Photographs
Regional Map
Floor Plate
Section 3
Financial Reports
Graphs and Charts
Section 4
Market Analysis
Comparables
Section 5
Appendix
User Worksheet
Excel System Settings
Add Ins
Display Properties
Saving Files
Enable Macros
Unexpected ERRORS
Range Protection
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Analysis of Resale
ProForma Analysis of Resale. These results are calculated, no entry necessary.
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