Free Tools
Tools, Tutorials, and more that you can use.
WORKSHEETS
LOAN CALCULATOR
Free
Simple loan calculation tool that calculates the monthly and annual loan payments. Includes IO period.
Our Loan Calculator
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Simple, One Page format.
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Interest Only period can be customized.
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Use It to double-check your work.
WORKSHEETS
ONE PAGE COMMERCIAL PROFORMA
Free
Quickly enter a simple one year proforma and calculate a range of values with cap rates.
One Page Proforma - Commercial Property
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Simple, One Page format.
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In-Place & Stabilized NOI.
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Use It to quickly analyze a deal.
WORKSHEETS
ONE PAGE MULTIFAMILY PROFORMA
Free
Simple loan one page proforma that captures unit mix, proforma rents and a value based on cap rate.
One Page Multifamily Proforma
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Simple, One Page format.
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Apply cap rate to NOI.
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Use It to quickly analyze the in-place or stabilized value.
WORKSHEETS
LEASE ANALYSIS
Free
Calculate the effective rate of a lease (base rent only) by entering the starting rate, bumps, and lease term.
Lease Analysis Tool
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Simple, One Page format.
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Base Rent only.
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Use It to quickly analyze the effective rate.
WORKSHEETS
LOAN COMPARISON TOOL
Free
- Simple, three loan comparison with customizable terms.
- Includes monthly interest and principal detail.
- Use it to compare loan options.
Loan Comparison Tool
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Simple, three loan comparison with customizable terms.
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Includes monthly interest and principal detail
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Use it to compare loan options.
WORKSHEETS
SOLVE FOR PRICE
Free
Solve for price by entering the levered IRR, projected cash flows, loan assumptions, and hold period.
Solve For Price Tool
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Simple, three loan comparison with customizable terms.
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Includes monthly interest and principal detail
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Use It to compare loan options.
WORKSHEETS
FLOATING RATE LOAN WORKSHEET
Free
- Combines forward curves with spread.
- Choose fixed or floating rate.
- Use It to quickly calculate future loan payments.
Floating Rate Loan Worksheet
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Combines forward curves with spread.
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Choose fixed or floating rate.
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Use It to quickly calculate future loan payments.
DA ACADEMY
Primer on IRR and Equity Multiple
We all use IRR when evaluating a commercial real estate investment - but have you ever sat down and thought about how IRR actually works? These two examples provide some insight on IRR and equity multiple.
Worksheet for Primer on IRR and Equity Multiple
We all use IRR when evaluating a commercial real estate investment – but have you ever sat down and thought about how IRR actually works? This companion worksheet with two examples will provide some insight on IRR and equity multiple.
DA ACADEMY
Framework: MF Unit Renovations
How do you decide when to renovate a multifamily unit? This video and worksheet provide a framework for decision making.
Worksheet for MF Unit Renovations Framework Video
How do you decide when to renovate a multifamily unit? This is the companinon worksheet to the video that will provide a framework for decision making.
DA ACADEMY
Customized Sensitivity Analysis
Typically, we see sensitivities done in a "static" format - a big table of numbers built into your template that calculates the sensitivities of the same two variables for every deal. What if you took a customized approach? You might try a few different variables, depending on the strategy. This video walks you through a couple of examples.
Worksheet for Customized Sensitivity Analysis Video
By filling up the form below, you will be sent a copy of the companion Worksheet for the Customized Sensitivity Analysis video.
Typically, we see sensitivities done in a “static” format – a big table of numbers built into your template that calculates the sensitivities of the same two variables for every deal. What if you took a customized approach? This companion worksheet is meant to be used while viewing the video.
DA ACADEMY
Executive Summary Framework
Too often, we use our existing/cookie cutter templates when presenting our financial model to acquisition teams, equity investors, and property owners. We should be telling a story with the Executive Summary...and keep it simple. Here is a simple framework:
- Who is your audience? Buyers, equity investors, the current property owner?
- What type of investment is this? Opportunistic, value add, core+?
- What are the key value drivers? In other words, what story are you telling?
Worksheet for Executive Summary Framework Video
You’ve requested for a copy of the companion worksheet of the Executive Summary Framework video. The worksheet contains an example of the simple framework we describe and answers these questions:
- Who is your audience? Buyers, equity investors, the current property owner?
- What type of investment is this? Opportunistic, value add, core+?
- What are the key value drivers? In other words, what story are you telling?
Trusted Resources
Syndication Attorneys
MORE THAN A LAW FIRM
Syndication Attorneys is more than just a law firm. The teams at Syndication Attorneys and its affiliates provide a well-rounded suite of legal and nonlegal services and educational products to support the capital raising efforts of real estate entrepreneurs who are developing or acquiring residential or commercial real estate.
For more information
Trusted Resources
JGM Fund Services
Full-Service Boutique CPA Firm
JGM's team of CPAs deliver highly responsive and fully integrated services for multi-national investors in real estate and other alternative asset classes, enabling our clients to leverage our highly experienced team and proven technologies.
As a full-service boutique firm, they allow their clients to scale their businesses while minimizing resource constraints. They also eliminate the need to coordinate with multiple service providers.
With their unique background of BOTH 25+ years as Advisors at the Big 4 Accounting Firms AND 30+ years as Senior Executives in Private Equity, they have the perspective and hands-on experience necessary to participate in their client’s middle and back office functions, as much as, or as little as, their clients want.
For more information
