Assumption Sets shipped with planEASe

Name(s) Purpose

apartments.ru apartments.ru apartment_dev.ru apartment_dev.rp shows a typical analysis of a Unit Investment. It is the Assumption Set used to produce the Apartments Sample Analysis on the Demo CD and planEASe WebSite Samples. apartments_dev.ru shows the same type of property as if developed (using Edit/Development Spending...) rather than purchased as an existing property (note the use of the Ramp Growth method to plan the lease-up of the property after the development). apartments_dev.rp goes a step further and shows the property development funded by an LLC. These two analyses are shown as Apartment Development and Apartment Development LLC on the Demo CD and planEASe WebSite Samples.

build1.ru build1.ru build2.ru shows a typical Build-to-Suit project in its preliminary stage, when the development costs have not been detailed, and the purpose of analysis is to figure out whether the development makes sense - ie: are the land costs, development costs, and lease revenue in concert enough to allow a reasonable IRR to the investor?. Access Edit/Development Spending to view the original input, and note the use of the Mos column in the Development Item Grid to spread the Hard Costs over the development period. build2.ru shows the same project with the development cost detailed and ready for a financing presenta- tion. Note that, despite the increased detail of the development costs, total project costs are virtually the same (draw interest cost being the difference) as in build1.ru. build2.ru is the Assumption Set used to generate the reporting in the build-to-suit sample in the Demo CD and planEASe WebSite Samples.

cost_beach.ru cost_ocean.ru cost_whale.ru cost_waterfall.ru When Property Users face many alternatives in satisfying their need for space, Cost Comparisons is the way to go. Since all lease, purchase, and development alternatives may involve tax consequences, developing and comparing after tax cost scenarios for each of the alternatives is necessary. These four Assumption Sets are for the four alternatives compared in the Cost Comparisons analysis sample in the Demo CD and planEASe WebSite Samples. They are also the alternatives shown in the planEASe brochure.

desexp.ru desloan.ru desrev.ru These Assumption Sets give you Des igned Solutions to multiple-page inputs for exp enses, loan s and rev enues that you can use Edit/Transfer Pages... to drag and drop into your Assumption Sets. As an example, both desrev.ru and desexp.ru contain page-sets that you can use to input discrete yearly values for a revenue or expense (or NOI) for as many years as you want.

example.rs This is the Assumption Set used to prepare the Installment Sale analysis in the Demo CD and planEASe WebSite Samples.

lbbuy.ru lbdiff.ru lblease.ru leasebuy.ru These Assumption Sets were used to prepare the Lease / Purchase analysis in the Demo CD and planEASe WebSite Samples. lbdiff.ru and leasebuy.ru are identical, providing what is sometimes called a differential Assumption Set. lbbuy.ru and lblease.ru are the corresponding lease and purchase alternatives, provided so you can produce the Sensitivity Analysis Comparison graph showing the NPV of both alternatives versus the Present Value Discount Rate taught in CCIM courses. Note that, essentially, Lease / Purchase is simply a two-alternative Cost Comparison analysis, and, due to the more general nature of Cost Comparison analysis allowing unlimited numbers of different types of alternatives, we recommend using that type of analysis for these situations.

note.ru note.ru notes.ru shows how to set up a loan for discounting of the future payments to determine the value of the note today, at whatever discount rates you choose. notes.ru is the same concept, except that two loans are involved, showing how you might discount and value a portfolio of debt instruments. The only tricks here are to plan the loans with negative loan amounts so that the future debt service payments and payoffs show as positive cash flows, and use the Price of Property assumption to eliminate the initial loan draw cash flows.

offices.ru offices.ru offices.rp offices partial sale.ru is the Assumption Set used to prepare the Redondo Professional Building Office Investment Analysis in the Demo CD and planEASe WebSite Samples. offices.rp is the same property, financed by a Limited Partnership / LLC, and is the source for the Offices - Partnership analysis in the Demo CD and planEASe WebSite Samples. In either Assumption Set, note the examples of how to include vacant suites (200 New Tenant), lease renewals (1xx ABC Realty), as well as reimbursements and a variable-rate loan

owner.ru owner.ru is the Assumption Set used to prepare the Owner Representation analysis in the Demo CD and planEASe WebSite Samples. It also is the Assumption Set you would generate entering the Owner Representation Tutorial shipped with planEASe. Note the examples here of how to enter net leases and full service leases from the owner’s perspective, which is equally useful in entering such leases in an investment analysis.

pine lake homesites.ru pine lake homesites.ru pine lake absorbed.ru pine lake homesites.rp shows a 120 lot development using the Unit Sales development capability accessed at Edit/Unit Sales... if you have the optional Monthly Extension . pine lake absorbed.ru shows the same 120 lot develop- ment planned using the absorption sales method. pine lake homesites.rp shows the same development structured as a Partnership / LLC to finance the purchase of the land. These analyses are shown as Unit Sales (Subdivision) and Unit Sales LLC on the Demo CD and planEASe WebSite Samples.

shops.ru shops.ru is the Assumption Set used to prepare the Sample Shopping Center Retail Investment Analysis in the Demo CD and planEASe WebSite Samples. Note the treatment of the Percentage Rents clause in the Thrifty lease (and other reimbursements, as well as the assumption of the existing loan, and the negatively amortizing Seller loan.

slbase.ru sldiff.ru These Assumption Sets were used to prepare the Sale / Leaseback analysis in the Demo CD and planEASe WebSite Samples. slbase.ru was used to prepare the Sale Report illustrating the Investment Base for the analysis, and sldiff.ru was used to generate the Sale/Leaseback Difference report

tenant.ru tenant.ru is the Assumption Set used to prepare the Tenant Representation analysis in the Demo CD and planEASe WebSite Samples. It also is the Assumption Set you would generate entering the Tenant Representation Tutorial shipped with planEASe.

test.ru test.rp These are the Assumption Sets used to prepare the Sample Apartments analysis shown throughout this Manual.