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WRKSHEET.DOC
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1990-09-23
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9KB
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129 lines
REAL ESTATE ANALYSIS WORKSHEET (for REALEST8 program)
Page 1
PART 1
Purchase price___________ MORTGAGE PAYMENT/MO.____________ Points %_________
Down payment_____________ ANNUAL MORTGAGE PAYMENT_________ POINTS___________
Mortgage_________________ No. of years to analyze_________ Closing costs and
Rate________ Life________ Depreciable basis_______________ expenses_________
TOTAL INITIAL EXPENSES_____________
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
PART 2
Year No. Year No. Year No.
Input factor or : _______ : _______ : _______ :
: : : :
CALCULATED RESULT : Value PV : Value PV : Value PV :
_______________________:________ ________:________ ________:________ ________:
Average rent/unit/mo. | | | | | | |
_______________________|________|________|________|________|________|________|
No. of rental units | | | | | | |
_______________________|________|________|________|________|________|________|
Vacancy/bad debt % | | | | | | |
_______________________|________|________|________|________|________|________|
Other income | | | | | | |
_______________________|________|________|________|________|________|________|
Real estate taxes | | | | | | |
_______________________|________|________|________|________|________|________|
Insurance | | | | | | |
_______________________|________|________|________|________|________|________|
Management costs | | | | | | |
_______________________|________|________|________|________|________|________|
Maintenance + repairs | | | | | | |
_______________________|________|________|________|________|________|________|
Utilities | | | | | | |
_______________________|________|________|________|________|________|________|
Other expenses | | | | | | |
_______________________|________|________|________|________|________|________|
GROSS OPERATING INCOME | | | | | | |
_______________________|________|________|________|________|________|________|
OPERATING EXPENSES | | | | | | |
_______________________|________|________|________|________|________|________|
NET OPERATING INCOME | | | | | | |
_______________________|________|________|________|________|________|________|
MORTGAGE INTEREST | | | | | | |
_______________________|________|________|________|________|________|________|
DEPRECIATION | | | | | | |
_______________________|________|________|________|________|________|________|
Income tax rate | | | | | | |
_______________________|________|________|________|________|________|________|
Appreciation % | | | | | | |
_______________________|________|________|________|________|________|________|
CASH FLOW BEFORE TAX | | | | | | |
_______________________|________|________|________|________|________|________|
TAXABLE INCOME | | | | | | |
_______________________|________|________|________|________|________|________|
TAX LIABILITY | | | | | | |
_______________________|________|________|________|________|________|________|
CASH FLOW AFTER TAX | | | | | | |
_______________________|________|________|________|________|________|________|
REAL ESTATE ANALYSIS WORKSHEET (for REALEST8 program)
PART 2 (continued) Page 2
Year No. Year No. Year No.
Input factor or : _______ : _______ : _______ :
: : : :
CALCULATED RESULT : Value PV : Value PV : Value PV :
_______________________:________ ________:________ ________:________ ________:
MORTGAGE PRINCIPAL | | | | | | |
_______________________|________|________|________|________|________|________|
CHANGE IN VALUE | | | | | | |
_______________________|________|________|________|________|________|________|
CURRENT VALUE | | | | | | |
_______________________|________|________|________|________|________|________|
CHANGE IN EQUITY | | | | | | |
_______________________|________|________|________|________|________|________|
TOTAL EQUITY | | | | | | |
_______________________|________|________|________|________|________|________|
TOTAL YIELD | | | | | | |
_______________________|________|________|________|________|________|________|
| | | | | | |
_______________________|________|________|________|________|________|________|
| | | | | | |
_______________________|________|________|________|________|________|________|
| | | | | | |
_______________________|________|________|________|________|________|________|
| | | | | | |
_______________________|________|________|________|________|________|________|
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
PART 3
Year No. Year No. Year No.
RATES OF RETURN _______ _______ _______
1=Income factor : Value? : Value? : Value? :
2=Basis : or PV? RATE : or PV? RATE : or PV? RATE :
_______________________:________ ________:________ ________:________ ________:
1 | | | | | | |
_______________________|_......_| |_......_| |_......_| |
2 | | | | | | |
_______________________|________|________|________|________|________|________|
1 | | | | | | |
_______________________|_......_| |_......_| |_......_| |
2 | | | | | | |
_______________________|________|________|________|________|________|________|
1 | | | | | | |
_______________________|_......_| |_......_| |_......_| |
2 | | | | | | |
_______________________|________|________|________|________|________|________|
NET PRESENT VALUE : NET PV RATIO : NET PV RATIO : NET PV RATIO :
_______________________:________ ________:________ ________:________ ________:
1 | | | | | | |
_______________________| | | | | | |
2 | | | | | | |
_______________________|________|________|________|________|________|________|
1 | | | | | | |
_______________________| | | | | | |
2 | | | | | | |
_______________________|________|________|________|________|________|________|