Co-investment Rental Property Investment Spreadsheet

This is a Google Sheet with the following capabilities to evaluate the profit potential of your real estate investment:

☆ Calculate project ROI, NPV, annual cash flows like a pro

☆ Accounting of year by year rental property cash flows to understand your ‘true’ profit

☆ Supports co-investments made by multiple partners, incl. investor-level breakdown of profits and cash flows to be split

☆ Includes a debt amortization schedule and calculator

Rental property analyzer comes with 7 types of Tabs:

1. Enter project level assumptions (cells in yellow) in the model to help you evaluate your single rental property investment. The worksheet is pre-filled with a sample investment deal for your reference.

2. If you are co-investing with multiple partners, fill up their names, % investment share, and indicate whether or not there is an investor who acts as a manager with a 'promoted interest' (i.e., 'sweat equity'). If you are the sole investor, mark their % investment share as 0%.

3. Review Deal Summary: this worksheet shows the investment results of your deal. Return figures are shown both with and without leverage (debt).

4. Review Graphs: these worksheets contains graphics to help you visualize how your investment will look like given your current set of assumptions. These are broken down by Investment Level (what the figures and returns look like at the project level) and Investor Level (what the figures and returns look like for each individual investor).

5. Review Annual P&L to see the annual profit and losses at the investment level, including investor-by-investor view of net cash flows.

6. Review Monthly P&L: this worksheet calculates the monthly profits and losses at the investment level

7. Amortization Calc: this worksheet calculates the amortization schedule for the debt assumed.