Easy-to-use, Affordable... but Powerful Analysis Software
Apartments, Single-Family, Commercial Properties... All in One!
Presentational Reports for Clients, Investors, Partners and Lenders
Create and print reports in PDF format for emailing and posting to websites. The reports are used by real estate agents, real estate brokers, investors, financial planners, partners and lenders to present commercial, residential, multi-family & apartment investments.
Choose from over 20 reports, graphs and charts to make your presentation professional and establish the respect and credibility you are seeking.
Forecast Property Cash Flow &
Return on Investment (ROI)
Cash flow and re-sale analysis computed each year up to a 20-year time period. Easily see your investment return at the end of each year. These computations are summarized in an easy-to-read, concise report.
Create up to 20 years of investment analysis projections.
Compute Federal and State Income Taxes -
UPDATED through 2013.
Using the MOST comprehensive tax analysis available anywhere, you can quickly determine the tax benefits generated from owning rental property.
Automatically calculates tax depreciation and recapture for real and personal property.
Option to have the passive tax loss rules automatically implemented in your analysis.
Option to have like-kind exchange tax treatment upon property disposition. Quickly see the potential income tax savings.
IRA, ROTH and Solo 401(k) Retirement Accounts:
Option to analyze properties held in an IRA, Roth or Solo 401(k) retirement account.
U.S., CANADA, AUSTRALIA:
Compute income taxes based on country of residence.
Added Bonus: We update the software for free for 12 months from date of purchase if a tax law change effects our program.
Analyze from 1 to 500 Rental Units on an Unlimited Number of Properties
From a single family residence to an apartment complex to a commercial property... Easily enter the rental income and expenses for up to 500 units/tenants. More units are available at no charge!
Enter the annual lease rate increase per year, assign a different rate each year, or assign a rate to each lease.
Enter Rental Income: Monthly Dollar or Square Foot (Sq. Ft.)
Three options to choose from when entering rental income:
1. Quick & Dirty Method,
2. Advanced & Detailed Method,
3. Annual Method, or
4. Enter leases by date and renewal period.
Increase Annual Rental Income & Expenses
Increase rental income and expenses annually by entering a single rate to be applied each year or by entering a different rate each year. You also have the option to increase specific leases and expense items by different rates, e.g. property tax increasing by 4% annually while insurance expense increasing only by 2%.
| Enter Annual Vacancy Rate|
Enter one vacancy rate to be applied to each year, or assign a different rate per year. This option is perfect for lease-up or development scenarios where the property will take many months before being fully rented or leased.
|Determine How Much Rent To Charge|
Solve for the exact initial monthly rent required to meet a specified financial goal.
The Goal Seeking function allows you to solve backwards to determine the exact dollar amount of lease or rental income required to achieve your required rate-of-return.
You can also simply enter the property's information and determine what lease or rental income is needed to cover the property's expenses. Easily increase or decrease the rent amount to see the effects on the bottom line.
|Determine the OFFER PRICE of the Property and Avoid Overpaying|
Easily determine the maximum price for a property to achieve a required rate-of-return.
Enter current asking price, rental income and expenses and then use our goal-seek tool to calculate the exact offer price.
|Determine The Best Year To Sell The Property|
The information generated from your analysis will help you determine the best year to sell the property. You will be able to compare the annual rate-of-return, cumulative cash generated and other ratios and financial information. Our software helps you forecast when the property starts to underperform. If the performance is below your requirements, that may suggest when to sell.
|Complete Property Resale Analysis|
A complete property resale, cash position, and income tax analysis is computed for each and every year.
Property Resale Analysis
Property Resale Analysis - Income Tax Computation
Goal Seek & Sensitivity Analysis
Quickly and easily solve backwards to determine what the offer price, fair market value, or initial rental income must be to attain your required rate of return!
Example: A property with an asking price of $390,000 is computed to have a 5% rate-of-return. You want to know what the offer price should be to earn 20%.
You simply enter 20% as your goal and the program solves backwards for the exact offer price needed to obtain 20%!
Don't Pay For Multiple Software Versions
Our software handles any type of real estate investment: Residential, Commercial, Multi-family, Apartments, Office, Warehouse, Raw Land and even Mobile Homes.
|Perform What-if Calculations|
Change your input over and over to see the affects on profit and investment return. (Also see Goal Seeking feature)
Management Fee Option
Enter a management fee percentage and choose to apply it based on either "Gross Rental Income" or "Net Rental Income," i.e. after vacancy expense.
Currency Format & Conversion Change
Convert and change the currency format from the dollar ($) to the euro (€), rand (R), pound (£), rupees (Rs), or rupiah (Rp) automatically.
Determine the Effects of Capital Improvements on Profitability
Use the "Reserve Method" or "Specific Method" to determine the effects of future improvements by entering an annual reserve amount with a growth rate or specific future improvements for any year of the 20-year analysis.
The "Specific Method" is depreciated for tax purposes in the year added. You can also elect to have improvements adjust the fair market value of the property.
Partner Calculations & Reports
Trying to raise money? Our partner report feature is far superior to anything on the market. Show individual partners their share of the profit and before and after-tax investment returns based on their invested cash.
This feature allows you to present individual investment returns with or with out preferred returns. The preferred return can be cumulative or non-cumulative and is calculated based on profit or a partner's capital.
More on the Partner Module Tutorial
|Sample Report Package for Prospective Partners|
You can also present investments to individuals who use their retirement accounts using our IRA, Roth & 401(k) module.
|Evaluate Investments held in IRA, Roth and|
401(k) Self-Directed Retirement Accounts
Owning real estate in a self-directed retirement account can literally mean hundreds of thousands of dollars in additional profits from the tax-deferral and income tax-saving opportunities. While we all know money can be saved, quantifying the savings has always been difficult.
No other investment software program takes into account the potential tax consequences of owning rental property in a self-directed retirement account. MORE
|Enter up to Three (3) New or Existing Loans, and Refinance Loans Twice|
Place a loan in service in any month and any year.
Compute interest expense using simple-interest, adjustable-rates (ARMs), interest-only, negative amortization, semi-annual, half-monthly or bi-weekly.
Please note that Canadian and Australian interest expense methodologies are already built in.
Refinance loan balance twice, finance points, and print up to three 30-year amortization schedules.
|Allow for Foreclosure, Short-Sales and Below-Market Purchases|
The cost of the property may not always be the fair market value especially when you are buying properties at distressed prices. The software quickly computes the return on the spread.
Forecast and determine the future property value by entering a projected growth rate using one rate applied to each year, assign a different rate per year, or use a capitalization rate to value the property.
|Company Logo & Property Picture Insertion |
Easily insert your name, phone number and company's logo on all reports. Include property pictures on the Executive Summary report and optional photo album.
Company & Property Information Insertion
Easily insert your company's address and contact information and save the information so that you do not have to re-input for each new analysis.
Central menu for entering the property address and information.
|Choose Report Colors |
Easily customize reports to match your logo and company colors.
Output turns red when numbers are negative.
|Alternative Investment Comparison |
Enter an investment rate and the software will calculate and compare the returns of the subject property and your alternative investment opportunity.
|Annual Hold or Sell Decision Assistance|
Determine the optimal year to sell your property based on the net annual increase in cash and return.