How is your Financial Analysis Website Created?
This Financial Analysis Website (hosted for you by planEASe) can be created for each of your analyses by selecting the File / Publish To Web Menu Option at the Assumption Edit Screen in the planEASe Software. If you upload photos, the first one will show atop the Summary, otherwise a google map will be shown there, based on an address or coordinates that you enter. Your own summary description will display here.
How do you Navigate within this Financial Analysis Website?Click any underlined word or phrase to drilldown into the financial analysis. On most tabs that you click on at the top, a (print view) option will be shown for the report. How to distribute your Financial Analysis Website?Once you have published an analysis, you can email a link (the URL) to the analysis to clients or colleagues so that they can view the analysis later, or simultaneously with you. Optionally, analyses can be password protected at two levels. What can you Publish?- Investment Analysis (Apartments, Offices, Retail, etc.)
- Development Analysis (Apartments, Offices, Retail, etc.)
- Unit Sales Analysis (if you have the Monthly Extension)
- Tenant Representation Analysis
- Owner Representation Analysis
- Partnership / LLC Analysis (if you have the Partnership / LLC Models)
- Portfolio Analysis (if you have the Portfolio Extension)
What is Customizable?- All the colors
- The fonts
- Three logo images can be uploaded
- The choice of including a map
- Adding a summary description
- Adding Extensive Description (shows as its own tab)
- Before Tax or After Tax
- Which Ratios are Shown
- Expenses Total or Detail
- Revenues Total or Detail
- Loans Total or Detail
- Capital Spending Items Total or Detail
- Reimbursements Total or Detail
- Additional photos related to the analysis
- Additional documents related to the analysis
| | Los Amigos Apartments / Apartment Complex (42 units) | | 1000 Mayfair Avenue Broker's Recap | | Price | $1,550,000 - $36,905/unit | | -Loans | $1,240,000 | | Down Payment | $310,000 | | +Acq Costs & Points 77500 - 18600 | $96,100 | | Investment | $406,100 |
| Year One (APOD) | Projected | Current | | Capitalization Rate | 8.70% | 8.70% | | Cash on Cash | 1.07% | 1.07% | | Debt Coverage Ratio | 1.033 | 1.033 |
| Sale on December 2021 (10.00 yr. / 120 mo. period) | View Details | | Sale Value (Cap Current NOI @ 10% Net Cap Rate) | $2,145,390 | | Less: Closing Cost | $150,177 | | Less: Loan Repayment | ($1,127,631) | | Sale Proceeds Before Tax | $867,582 |
| Before Debt IRR | 12.0% | | Before Tax IRR | 14.3% | | Member's Before Tax IRR | 11.5% | | Managing Member's PV Before Tax @12% | 83,567 |
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