Templates / Rental Property Deal Analyzer

Deal summary
Deal summary (sample data)

Rental Property Deal Analyzer Spreadsheet

Run the numbers on a rental before you buy: single-family up to 20 units.

$19

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Instant download: you get one .xlsx file. For Google Sheets, upload it to Google Drive and open it with Google Sheets. Digital item, so nothing is shipped. Personal use only; please don't resell or share the file.

What's inside

  • Inputs: price, closing costs, rehab plus contingency, after-repair value, financing terms, interest-only period, loan points, operating costs, CapEx reserve, growth rates, exit cap rate or appreciation, selling costs and hold period
  • Rent Roll: up to 20 units with current and market rent; choose which to underwrite
  • Deal Summary: NOI, cap rate (on price and all-in cost), DSCR, cash-on-cash, monthly cash flow, cash flow per unit, 1% rule, GRM, break-even occupancy, expense ratio, IRR and equity multiple
  • Your minimums: set targets for cash-on-cash, DSCR, cap rate and cash flow per unit; each shows PASS or MISS
  • 10-Year Projection: income, expenses, NOI, debt service, cash flow, loan balance, value, equity, sale proceeds, plus charts
  • Sensitivity: monthly cash flow across rent and vacancy changes; cash-on-cash across price and interest-rate changes
  • Refinance / BRRRR: new loan from ARV and LTV, payoff, cash out, cash left in the deal, and returns after the refinance

Good to know

  • Works in Microsoft Excel, Google Sheets and LibreOffice. No macros.
  • Projections are estimates based on your assumptions, not a forecast.
  • Yellow cells are for typing; grey cells calculate.

Not investment, tax or lending advice.

Previews

10-year projection
10-year projection (sample data)
Sensitivity grids
Sensitivity grids (sample data)
Refinance / BRRRR
Refinance / BRRRR (sample data)

Questions

What size properties does it cover?

Single-family up to 20 units.

Does it handle BRRRR?

Yes. The Refinance tab sizes a new loan from ARV and LTV and shows cash out, cash left in the deal and returns after the refinance.

Can I set my own buy criteria?

Yes. Set minimums for cash-on-cash, DSCR, cap rate and cash flow per unit, and each shows PASS or MISS.

Is the projection a forecast?

No. Projections are estimates based on your assumptions. Not investment, tax or lending advice.

Buy on Ko-fi, $19