planEASe® Desktop Manual Model Documentation

Introduction


The combination of planEASe with the Reporting, Graphics and Monthly Extensions can analyze Unit Sales developments, including land development, subdivisions, and condo conversion, for instance. Use this capability any time you are dividing a property, developing it, selling the pieces, and, therefore, are taxed as a dealer (yes, the analysis is valid after tax). Use Edit/Unit Sales... to pop up the Unit Sales dialog box, enter the costs for the development, schedule the sales of the units, and (optionally) specify the draw loan parameters (the draw loan is structured as a revolving line of credit, so you can include multiple construction phases in your development). Entering the specifications on a single screen makes the assumption entry process a breeze. Press OK and the analysis is ready to go. The loan is linked to both the costs (for draws), and unit sales (for repayments), so if you vary any of these items, the loan automatically adjusts, and the tax ramifications are changed as well. Global assumptions like Price Multiplier and Cost Multiplier make it easy to perform powerful what-if analysis with the planEASe Sensitivity and/or Risk analysis capabilities. Sensitivity and Risk Analysis may be conducted with Loan Amount as the chosen Measure. If a Unit Sales Draw Loan has been specified, the Analysis will show the maximum loan balance during the life of the draw loan as the Loan Amount.

Example Assumption Sets ship with planEASe to illustrate this capability:

pine lake homesites.ru a 120 lot development pine lake absorbed.ru the same 120 lots with sales absorbed rather than discrete pine lake homesites.rp the same development, structured as a Partnership / LLC

(the RP Assumption Set requires the optional Partnership / LLC Models)

In addition to this documentation, there are movies on the Movie menu in the Unit Sales Dialog, Sample Reports on our WebSite, and extensive content-sensitive help available by pressing 1 when working with this capability.