Client tools · Investors

Investor pro forma.

Three client models: a 5-year pro forma for 2–50 unit buildings, a single-family rental, BRRRR and flip analyzer, and a value-add apartment model with renovation timing and an investor split.

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This is the same model I use with my investor clients.

01The property

Address or name Purchase price$ Total bedroomsUsed for insurance, water and electric

Unit	Bed/bath	Sq ft	Current rent	Rent after rehab	Rehab cost

02Your plan

Rent increase (raise rents plan)% Architect per unit (rehab)$ Permits & fees$ Development / GC fee on rehab% Interest reserve during rehabmo

03Financing

Down payment (of total cost)% Interest rate% Amortizationyrs Closing costs% Acquisition fee%Only if a syndicator charges one

04Operations

Property taxes (annual)$Use the actual tax bill; blank estimates 15% of rent Vacancy% Management% Maintenance & repairs% Rent growth per year% Expense growth per year%

More expense assumptions

Insurance per bedroom$ Water & sewer per bedroom$ Common electric per bedroom$ Gas (annual)$ Trash per unit (5+ units)$ Snow removal (annual)$ Janitor (annual)$ Units turning over per year% Paint per turnover$ Legal & accounting (annual)$

05Exit in year 5

Exit cap rate% Exit gross rent multiplier× Selling costs% Stress test: rents drop%

Estimates for discussion only, based on the numbers you enter. Not an appraisal, loan offer, or tax or legal advice, and past or projected results don't guarantee future returns. Verify taxes, insurance and rents before you offer.

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Investor pro forma.

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I'm a client

01The property

02Your plan

03Financing

04Operations

05Exit in year 5

01The property

02Your strategy

03Financing

04Renting it out

05Selling

01The property

02Renovation plan

03Operations

04Financing

05Exit & partnership