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Investors' Pro Forma and Financial Workbooks | International Residential Real Estate Investors Association
Thursday August 17th 2017

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Investors' Pro Forma and Financial Workbooks

I am preparing a financial workbook and pro forma for investor.  This items will include:

  1. Property description factors including address, acreage, unit mix, key  unit descriptions, amenities, acres, and buildings,
  2. Expense table to be input  by the investor,
  3. Income table to be input by the investor,
  4. Occupancy table to be input by the investor,
  5. Economic assumptions to be input by the investor,
  6. A debt table to be drawn from the lender’s offer or the input from investor assumptions and will include debt tranche / draw inputs,
  7. Key metric calculations including Debt Service Coverage, Loan to Value, and Value based on 6%, 7%, 8%, and 9% capitalization rates annually and annualized for the last 90 days of each year,
  8. capitalization table including investor information for investor communication,
  9. Sources and Uses of equity and debt for the project,
  10. Return  tables stated  as IRR and cash on cash results over 3 year, 5 year, and buy and hold annual return on invested cash.
  11. 5 year improvement cost table to be input by the investor
  12. 5 year proforma financials including Net Operating Income projections, Cash flow projections.
  13. Appraisal inputs for building and land value.

The document will include a legend of investor inputs (cells highlighted to indicate investor input), calculated values, and which tables require investor input.

Non-Investor input cells will be locked (this will include descriptions and calculated fields).

All documents will be set up to print cleanly in portrait or landscape format.

This complete set of documents will allow investors & principals to quickly produce all required financial tables for their supporting investors or lenders.  While no pre-prepared tables can meet every scenario, I believe this tool can satisfy most investors needs.

Unfortunately, because of the complexity of this document and likely required refinements in the future, this cannot be offered for free.  The anticipated cost is under $50.00.

I am very interested in investors input on any additions or changes they would propose to this material.

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