I created a handful of tools to help commercial real estate investors analyze their investments and financing. I reference these tools in a few of my articles and the handbook.
The tools are available for free download below as Microsoft Excel files. If you need a different format, please feel free to contact me.
|Lender Proposal Request (RFP) Template||Complete this template and share with a lender to get a head start on your financing conversation.|
|Loan Sizing Tool||Use this tool to quickly estimate the maximum loan your property can support and estimate your return on equity.|
|Portfolio Purchasing Power||Use this tool to estimate how much additional commercial real estate you can purchase based on your implied portfolio equity using market metrics.|
|5-year IRR Analysis||Use this calculator to estimate the 5-year rate of return (IRR) for a property investment.|
|Schedule of Real Estate Template||Provide this completed worksheet to your lender so they can easily analyze your portfolio of properties.|
|Refinancing Payment Comparison||Use this to compare your cash flow with your current loan to two hypothetical refinance scenarios.|
|Amortization Schedule||Use this to generate an amortization table that shows interest and principal payments over the life of the loan.|