Deal Evaluation Tool™ Software Features

Quick look analysis

With just a little information from a seller
Get an instant analysis of estimated profit and risks

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Deal Evaluation sheet

Evaluate your "Quick Look" data, Due Diligence data, or compare multiple Exit Strategies
Summarizes key parameters
Evaluates whether you have a Good Deal based on your Purchase costs, projected cashflow, and profit.
Alerts you to "Red Flags" for risks –
Gives you suggestions on how to eliminate risks to create a good deal.

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Purchase Worksheet

Calculates Financing including "subject to" loans
Includes closing costs and other purchase costs (e.g. marketing)
Calculates Net Cash required and your equity position

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Cashflow Worksheet

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

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Owner Finance Worksheet

For use when selling with Owner Financing
Flexible terms: amortize or interest only, balloon pmts, etc
Can charge points, calculates escrow amounts

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Mortgage and Loan Worksheet

 


Enter up to 14 different loans
Calculates principal & interest payments, balance due at sale
All loan types: "subject to", owner financing, conventional & sub-prime, hard money, private money, ARM's
Flexible terms: amortize, points & interest up front or deferred, etc.
Construction loans and refinancing

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Adjustable Rate Mortgage Worksheet


All types: Initial interest, adjustment periods, interest cap per adjustment, total loan interest cap
Can calculate starting balance if taking over loan subject to
Calculates pre-payment penalties
Works for any term or interest rate

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Repair Worksheet

Detailed breakdown of repair schedule
Includes an adjustment factor for mis-estimation of costs

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Carrying Cost Worksheet

Time to repair and to sell or rent
Taxes, utilities, maintenance, mortgage payments
Allows for seller contribution

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Selling Cost Worksheet

Pre-sale repairs, carrying cost
Closing costs including pre-payment penalties, commissions, deferred points & interest, title work, etc.
Moving expense
Marketing cost

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Profit Worksheet

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

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Deal Evaluation Parameters

Parameters used for determining good deals
Can be modified by experienced investor

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