Index

& Character 18, 78
&& Character 78
1031 Exchange 55, 63, 89
ABSORPTION GROWTH OVERRIDE 196
ABSORPTION SCHEDULE STRETCHER 196
Accounting Rate of Return After Tax 229
Accounting Rate of Return Before Tax 229
Accrue by Period Growth 117
Accrue by Year 114
Accrue by Year Growth 117
ACQUISITION DATE 90
Acquisition Report 40
Add Cloned Page 16
Add Continuation Page 16
Add Page 15
Add SubPage 15
After Tax Cash Flow Projection 124
Amortization Report 59, 60
Amortization, use depreciation schedules 86
AMORTIZE POINTS FOR TAX 94
Amounts as a % of Price 208
Analysis Buttons 4
Analysis Menu 19
ANNUAL EXPENSE 100
Annual Growth 114
Annual payment loan 93
ANNUAL REVENUE 97
Annual Statements 47
APOD Report 38
AREA SOLD 90
Asset Depreciation 62
Assumption Clipboard 226
Assumption Editing 3
Assumption EzEntry Dialog 10
Assumption Page 4
Assumption Page List 4
Assumption Set 226
Comments 9
Defined 3
shipped with planEASe 223
Assumption Set Specification 9
Assumptions Report 49
Audit Window 4
AutoAudit 19
BALLOON PAYMENT DUE 94
Basic Analysis 20
Basis 89
Closing Costs Expensed 79
Before Tax Cash Flow Projection 120
Before Tax Cash Flow Projection (RP) 163
Breakeven Analysis 209
Breakeven Occupancy 229
Natural 104
Specified 104
Budgeting, with the Monthly Extension 35
Build to Suit Analysis 134
Calculator 97
Defined 227
Verification Report 56
Capital Expenditures 210
DEPRECIATION START DATE 88
EXPENDITURE DATE 88
Land 86
Non-Depreciable Assets 86
Use Depreciation Schedules 86
Capital Gain (RP Models) 167
CAPITAL GAIN RATE 82
CAPITAL GAIN TO LIMITEDS 158
Capital Gains 124
Capital Spending 210
CASH DISTRIBUTION PATTERN 155
CASH DISTRIBUTION START DATE 156
Cash Flow After Tax 125
Cash Flow After Tax (RP Models) 167, 169
Cash Flow Analysis 56
Cash Flow Before Debt 120
Cash Flow Before Tax 121, 124, 164
Combining 57
CASH TO LIMITEDS 157
Change the Investment Name 207
Chart of Accounts 208
Cloned Page, Add 16
CLOSING COSTS 79
CLOSING COSTS EXPENSED 79
Color Printing 73
Combining Cash Flows 57
Comments 9
Common Size Statement 226
Comparing Sensitivity Analyses 24
Compensating Balances 211
Conduit Loan 93
Construction Draw Loan 179
Construction Period Interest 178, 179
Continuation Page 226
Continuation Page, Add 16
Continuous Growth 115
Convert Assumptions 8
Copy Page 15
Cost Comparison Analysis 135
COST GROWTH RATE 195
COST MULTIPLIER 195
Cost Recovery Recapture Rate 82
COST RECOVERY TAKEN 90
COSTS OF SALE 90
Current Rate of Return After Tax 229
Current Rate of Return Before Tax 229
Cut Page 15
Date Entry 210
DATE OF ACQUISITION 79
0.00 defaults to Acquisition 78
After Acquisition 78
Before Acquisition 78
Defaults discussed 78
planEASe Date Defined 229
Debt Coverage Ratio 229
Debt Service 120
Delete Page 16
DEPRECIABLE AMOUNT 86
DEPRECIABLE LIFE 86, 90, 177
Depreciation 122
Half Year rule 89
Recapture 88
DEPRECIATION ASSUMPTIONS 86
DEPRECIATION METHOD 87, 90, 177
Depreciation Report 62
DEPRECIATION START DATE 88, 177
Detail Analysis 21
DEVELOPMENT COST 177
Development Spending 210
Changing 7
Printing 71
Discounted Cash Flow Theory 217
Distributed Cash 167, 169
Distributed to General 164
Distributed to Limiteds 164
DISTRIBUTION ASSUMPTIONS 156
DRAW DISCHARGE RATE 191
DRAW LIMIT 180, 190
DRAW PERCENT 179, 190
DRAW PERIOD 179
DRAW POINTS 180, 190
DRAW RATE 179, 190
DRAW TREATMENT 179, 190
Edit Graph 68
Edit Menu 15
Effective Income 120
Exchange Recap 55, 63
Exit planEASe 8
EXPENDITURE DATE 88
EXPENDITURE MONTHS 177, 194
EXPENDITURE START 177, 194
EXPENSE ASSUMPTIONS 100
EXPENSE GROWTH METHOD 100
EXPENSE GROWTH RATE 100
EXPENSE MAX 101, 102
EXPENSE MIN 101, 102
Expense Pass-throughs 207
EXPENSE PERCENTAGE 102
EXPENSE PERIOD 100, 102
Expense Reimbursements 103
EXPENSE START DATE 100, 102
EXPENSE VARIABLE 102
Export Audit 7
Exporting Graphs and Grids 69
EzEntry Dialog 10
FEE AMOUNT 159
FEE ASSUMPTIONS 159
FEE DATE 160
FEE TAX DEDUCTIBLE 160
FEE TO GENERAL PARTNER 160
FEE TO GENERAL PARTNER ON SALE 157
FEE TYPE 159
File Menu 6
Fiscal Year Reporting 6, 9
Free Rent 109, 213
FUNDING ASSUMPTIONS 161
General Fees 169
General Page Type 227
General Partner Cash Flow Projection 162, 169
GENERAL PARTNER TAX RATE 154
General Partner's Present Value After Tax 170
GENERAL VACANCY & CREDIT LOSS 82
Glossary of Terms 226
Goal Seeking 208
Additions 44, 67
Aspect Ratio 69
Editing 68
Exporting 69
Overlay 44, 67
Perspective 44, 67
Print Options 72
Graph Library 45
Graphics Extension 66
Defined 227
Exporting 69
Gross Income Multiple 230
Accrue by Period 114, 117
Accrue by Year 117
Annual 114
Continuous 114, 115
One-Time 114, 116
Ramp 114, 115
Growth Method Discussion 114
Help Menu 64
Histogram explained 26
HOLDING PERIOD 79
Horizontal Report (and View) 227
Hub 4, 227
Import NOI 207
INCLUDE IN DRAWS 177, 194
Income Statements 42
INFLATE COSTS 195
INFLATE UNIT PRICES 195
INFLATION RATE 79
Introduction 139
Investor's Assumptions 142
Loan Assumptions 145
Sale Assumptions 141
Tax Assumptions 143
Installment Sale Projection 147
Installment Sale Report 146
Interest Income 164
Interest Payments 122
Interest Rate Comparisons 58
Defined 218, 228
Formula 218
Verification Report 56
INVESTMENT AMOUNT 161
Investment and Sale 120
INVESTMENT ASSUMPTIONS 79
INVESTMENT CREDIT TO LIMITEDS 158
INVESTMENT DATE 161
Investment Name 6, 227
INVESTMENT RETURN TO LIMITEDS 157
INVESTMENT TAX CREDIT 88
INVESTOR'S ASSUMPTIONS 82
Investor's Rate of Return After Tax 168
Investor's Rate of Return Before Tax 167
Land Acquisition 210
Lease / Purchase Analysis 132
Lease Analysis 32
&& Character 78
Lease Comparison Analysis 32, 33
Lease Data Entry 112
Lease Forecasting 207
Lease-by-Lease Analysis 209
LIMITED PARTNER ASSUMPTIONS 153
Limited Partner Projection (Per Unit) 167
Limiteds' Investment 164
Load Factor 11
Load from Style 73
360/365 Conduit 93
Amount 92
Annual payments 93
Assumption of existing loan 92
Balloon Payment Due 94
Constant 39
Construction Draw 174, 179
Construction Period Interest 178, 179
Interest Rate 92
Interest-only example 95
Loan Constant 39
Negatively amortized 94
Original Loan Period 92
Origination Date 92
Participating 96
Participation 181
Payment Constant 94
Payment Override 94
Permanent 174, 181
Point Amortization 94
Points 94
Points NOT in Closing Costs 79
Points shown in Interest Payments 122
Prepayment Penalty 93
Quarterly payments 93
Semi-annual payments 93
Variable Rate/Payment 212
Zero payment 93
Loan Amortization 60
LOAN AMOUNT 92, 181
LOAN ASSUMPTIONS 92
Loan Balance/Property Value 229
LOAN INTEREST RATE 92
LOAN ORIGINATION DATE 92
Loan Planner 59
LOAN POINTS CHARGED 94
LOAN TYPE 93
Low Income Housing 88
MANAGEMENT FEE 98
Marginal Tax Rate 82
Market Profiles 108
Transferring 18
Market Rent 109
Measure 227
Model 228
Defined 220, 227
Formula 220
Reinvestment Rate Defined 83, 220
SAFE RATE 83
Safe Rate Defined 220
Verification Report 56
Monthly Extension 34
Budgeting 35
Monthly IRR's more accurate 220
Monthly Reports 20, 21, 33, 42
Movie Menu 65
Multiple Page Type 228
Natural Breakpoint 104
Defined 217, 218, 228
Formula 218
Verification Report 56
NET TAXABLE INCOME TO LIMITEDS 157
New Assumptions 6
NOI/Property Value 230
Note Discounting 209
NUMBER OF UNITS ISSUED 154
Occupancy 106
One-Time Growth 116
Open Assumptions 9
Operating Expense 120
Operating Expense Ratio 230
Ordinary Income 123, 124
Ordinary Income (RP Models) 167
ORIGINAL COST 90
Original Issue Discount Implied Interest 209
ORIGINAL LOAN PERIOD 92
Owner / User Property Analysis 129
Owner Representation 32, 33, 131
Add 15
Copy 15
Cut 15
Paste 15
Transfer 17
Page Setup 73
Page Styles 73
Page SubType 228
Page SubType, Add 16
Page Title 78
PARAMETER APPLICATION OFFSET 196
Partial Loan Payments 211
Partial Sale 90
PARTIAL SALE AMOUNT 90
Participating Loans 96
Partnership Assessments 152, 154
PARTNERSHIP ASSUMPTIONS 154
Partnership Fee Planning 210
Partnership Taxable Income Projection 166
Partnerships, Unit Sales 189
Passive Loss Exemption 82, 153
Passive Losses Deferred 82, 153
Paste Page 15
PAYMENT OVERRIDE 94
Percentage Rent 104
Permanent Loan 181
Physical Occupancy 106
Pie Charts 66
planEASe Date 229
Portfolio Extension 199
Portfolios Specification 201
Preferences 7
Preferred Return Arrearages 156, 189
PREFERRED RETURN TO LIMITEDS 157
PREPAYMENT PENALTY 93
Present Value After Tax 125
Present Value Before Debt 121
Present Value Before Tax 121
Present Value Discount Factor defined 217
PRICE GROWTH RATE 195
PRICE MULTIPLIER 195
PRICE OF PROPERTY 79
Print Assumptions 6
Print Audit 7
Print Options 71
Printing in Color 73
Printing Problems 71
Publish To Web 6, 12
Quarterly payment loan 93
Quarterly Reports 20, 21, 33, 42
Quarterly Statements 34
Quitting planEASe 8
Ramp Growth 115
Rate of Return After Tax 125
Rate of Return Before Debt 121
Rate of Return Before Tax 121
Ratio Analysis 229
Recap, Exchange 55, 63
RECAPTURE METHOD 88, 90
Separate 7, 38, 43, 48
Shown as Lease Revenue 7
Reimbursements Dialog 103
REINVESTMENT RATE 83
Reinvestment Rate defined 220
Renewal Probability 108
Rent Abatement 213
Rent Control 99
Aspect Ratio 50
REPETITIONS 111
Report Packages 54
Reports Menu 36
Reserves 211
REVENUE ASSUMPTIONS 97
To Market Page 111
Revenue Calculator 97
REVENUE GROWTH METHOD 98
REVENUE GROWTH RATE 98
REVENUE MAX 98
REVENUE MIN 99
REVENUE PERIOD 97
REVENUE START DATE 97
Risk Analysis 26
Explanation 26
Histogram explained 26
Processing 31
Standard Deviation explained 27
SAFE RATE 83
Safe Rate defined 220
Sale / Leaseback Analysis 133
SALE COST/UNIT 195
SALE DATE 90
SALE PRICE METHOD 80
SALE PRICE PARAMETER 81
SALE PROCEEDS TO LIMITEDS 157
Sale Report 41
Sale, Partial 90
Save as Style 73
Save Assumptions 6
Save Assumptions As 6
SELLING COSTS 81
SELLING COSTS EXPENSED 81
Semi-annual payment loan 93
Sensitivity Analysis 22
Comparison 24, 68
Explanation 22
Processing 24
Source and Use of Proceeds 164
Spell Check 52
Split Down Payments 211
Spoke 4, 230
Square Footage Calculator 97
Standard Deviation explained 27
Starting planEASe 3
State Tax 84
Step-down Allocation of Funds 156
Stepdown Allocation 156
Styles 73
SubPage, Add 15
Substitute Basis 55, 63, 89
Switch Models 7
Tax Calculator 84
TAX DEDUCTIBLE 101, 102
Tax deduction with no corresponding cash flow 209
Capital Gain 82
Federal 82
Marginal 82
State 82
TAX RATE - FIRST YEAR 82
TAX RATE - FOLLOWING YEARS 82
Tax, State 84
TAXABLE 98
Taxable Expense 122
Taxable Income 124
Taxable Income (RP Models) 167, 169
Taxable Income Projection 122
Taxable Revenue 122
Taxes 124
Taxes (RP Models) 167, 169
Tenant Improvements 211
Tenant Representation 32, 33, 130
TitlePages 51
To Market Page 111
Total Cash Flow 169
TOTAL INITIAL INVESTMENT 154
TOTAL UNITS TO BE SOLD 192
Transfer Pages 17
Unit Calculator 97
UNIT DATE SOLD 193
UNIT PRICE 192, 193
UNIT SALE COST 192, 193
UNIT SALE GROWTH RATE 192
UNIT SALE START DATE 192
UNIT SALES COST 194
Unit Sales Partnerships 189
UNIT STANDARD COST 192, 193
UNITS SOLD 193
UNITS SOLD PER MONTH 192
USF Load Factor 11
Utilities Menu 55
VACANCY FACTOR 82, 98
Vacancy Rates, Variable 98, 208
Variable Growth Rates 208
Variable Rate/Payment Loans 212
Variable Vacancy Rates 98, 208
Vertical Report (and View) 230
Watermark 73
Watermark Dialog 74
Web Publishing Center 12
Word Processing 51
Working Capital 164
WORKING CAPITAL INTEREST RATE 154
WORKING CAPITAL MAXIMUM 154
WORKING CAPITAL MINIMUM 154