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Deal Evaluation Tool™ Software Features
Cashflow
Worksheet

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Use
for single family and multi-unit properties |
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Multi-year
holding periods –adjust for rent incr & inflation |
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Adjust
rent for individual units |
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Works
for rentals, lease options, owner financing |
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Accounts
for evictions and forfeited option payments |
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Calculates
Cashflow, Cash on Cash return, cap rate, etc. |
See
a sample |
Owner Finance Worksheet

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For
use when selling with Owner Financing |
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Flexible
terms: amortize or interest only, balloon pmts, etc |
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Can
charge points, calculates escrow amounts |
See
a sample |
Mortgage
and Loan Worksheet
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Enter
up to 14 different loans |
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Calculates
principal & interest payments, balance due at sale |
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All
loan types: "subject to", owner financing, conventional
& sub-prime, hard money, private money, ARM's |
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Flexible
terms: amortize, points & interest up front or deferred,
etc. |
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Construction
loans and refinancing |
See
a sample |
Adjustable
Rate Mortgage Worksheet
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All
types: Initial interest, adjustment periods, interest cap
per adjustment, total loan interest cap |
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Can
calculate starting balance if taking over loan subject to |
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Calculates
pre-payment penalties |
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Works
for any term or interest rate |
See
a sample |
Repair
Worksheet

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Detailed
breakdown of repair schedule |
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Includes
an adjustment factor for mis-estimation of costs |
See a sample
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Carrying
Cost Worksheet

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Time
to repair and to sell or rent |
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Taxes,
utilities, maintenance, mortgage payments |
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Allows
for seller contribution |
See
a sample
|
Selling
Cost Worksheet
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Pre-sale
repairs, carrying cost |
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Closing
costs including pre-payment penalties, commissions, deferred
points & interest, title work, etc. |
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Moving
expense |
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Marketing
cost |
See
a sample
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Profit
Worksheet

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Income
from Sale price and cummulative cashflow |
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Costs
including loan balance, cash, closing costs, option fees |
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Net
Profit, % profit, return on investment |
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Breakdown
of profit sources – appreciation, seller discount, equity
paydown, cashflow |
See a sample
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Deal
Evaluation Parameters

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Parameters
used for determining good deals |
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Can
be modified by experienced investor |
See
a sample
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