planEASe® Feature List by Product
Many of the features have links to Videos and/or to specific pages in the planEASe® PDF Manual.
planEASe® is one software product that has extensions, that are completely integrated
planEASe® Base
Manual
- Samples
Acquisition and Sale
Manual
- Video (0:25)
Handles both Existing Investments and Commercial Developments
Start in any month in any year
Holding Period - 1 - 99 years.
Sale Price Methods:
Capitalize Current NOI, Last Year's NOI, or Next Year's NOI Video (6:17)
Continuous Growth (@ Growth Rate), or linked to Inflation Video (1:41)
Specified $ Price
Gross Income Multiplier
Forcing Investment Base as Equity Video (1:54)
Valuation by Solving for Present Value Video (1:01)
Partial Sale Manual
Substitute Basis Manual
Installment Sales Manual
After Tax Investor's Assumptions
Manual
- Video (0:22)
General vacancy and individual vacancy per revenue Video (2:06)
Tax rates Manual
Capital gain rate
Cost recovery recapture rate
Present value discount rate before debt, before tax, and after tax Video (2:10)
State Taxes Video (1:03)
Passive Losses Video (3:02)
* MIRR model will ask for reinvestment rate and safe rate
Revenue/Income/Leases
Manual
- Video (2:47)
No limit on amount of Revenues/Leases
Enter any kind of Lease Video (2:54)
Multiple Lease Up Methods Video (1:07)
Lease by Lease with Market Profiles Video (3:42)
Lease by Lease without Market Profiles Video (2:54)
Vary Vacancy with Continuation Pages Video (2:59)
Ramp from Beginning to Ending Amount Video (3:45)
Entering Existing Leases - Annual Growth Video (3:08)
Existing Lease with Vacant Period Video (2:29)
Percentage Rents Video (2:29)
CAM Expense Reimbursements Video (0:28)
Renewal Probability Video (2:03)
Automatic TI's and Commissions
Enter NOI Directly
Variable Growth Rates
Loans/Financing
Manual
- Video (3:14)
No limit on amount of loans
Enter Loan Amount as $, Debt Coverage Ratio, or Loan to Value
Loan Types - Amortizing, Interest-Only, Accruing, Variable, No Payments, 360/365 Conduit
Amortizing Loan Basics Video (5:22)
Construction Draws, Monthly Video (3:31)
Adjustable / Variable Rate Loans Video (2:19)
Interest Only to Amortizing Video (2:06)
No Payment to Amortizing Video (2:34)
Refinance Video (2:42)
Best Time to Refinance Video (1:41)
Conduit 360/365 Video (3:04)
Original Issue Discount Implied Interest
Note Discounting
Partial Loan Payments
Split Down Payments
Compensating Balances / Reserves
Assumption of existing loan
Expenses
Manual
- Video (4:01)
No limit on amount of Expense items
Enter NOI Directly
Variable Growth Rates Video (2:40)
Expense Pass-throughs
Expenses That Vary with Vacancy Video (1:53)
CAM Expense Reimbursements
Percentage of Effective Income Video (0:30)
Manual
Land Lease Video (2:19)
Reserves Video (3:36)
Reimbursements
Video Overview (0:28)
Net Leases Video (0:47)
Gross Leases (None) Video (0:14)
$ Stop Detailed Video (1:59)
$ Stop Grouped Expenses Video (2:33)
Mixed Methods Video (1:07)
Percentage Rent Video (2:29)
Reset for New Lease Video (2:08)
What is Prorata? Video (2:05)
Gross Up (GU%) Video (2:49)
Alarms Video (0:52)
Market Profiles
Video Overview (2:03)
Taking a Lease to Market Video (1:22)
Local Profiles - Most Common Video (6:23)
Global Profiles - Least Common Video (1:04)
$ Variant Profiles Video (1:26)
% Variant Profiles Video (1:29)
One Lease Multiple Profiles Video (3:06)
Automatic TI's and Commissions
Renewal Probability
Depreciation/Capital Spending
Manual
- Video (2:33)
No limit on amount of Depreciation/Capital Spending items
Straight Line Depreciation Video (2:33)
Capital Spending Method 1 Video (1:59)
Capital Spending Method 2 Video (2:45)
Investment Tax Credit
Recapture Methods:
Recaptures excess over straight line, All depreciation is recaptured, Remaining Depreciable Amount is depreciated, No recapture is computed, Low Income Housing Recapture, Writeoff after x years
Development Spending Dialog
Manual
- Video Overview (2:06)
Construction Draw Fee Video (2:09)
Where is the Equity? Video (2:16)
Development Items Quick Video (2:44)
Development Items Detailed Video (3:45)
Construction Draw Video (3:31)
Permanent Loan Video (5:16)
After Tax Depreciation (Cost and Interest) Video (3:03)
Use of Loan Points in Adj Cash on Cash Video (2:43)
Analysis Area and Reports
Basic Analysis Manual
- Video (1:02)
Detail Analysis Manual
- Video (0:57)
Lease Analysis Manual
- Video (2:35)
What if Analysis
Sensitivity Analysis Manual
- Video
Comparing Sensitivity Analyses Manual
- Video (3:25)
Risk Analysis (Monte Carlo) Manual
- Video (2:45)
Investigate these measures and ratios:
Rate of Return Before Debt (IRR) Article & Video
Rate of Return Before Tax (IRR)
Rate of Return After Tax (IRR)
Modified Rates of Return (MIRR) Article & Video
Net Present Value Before Debt Article & Video
Net Present Value Before Tax
Net Present Value After Tax
Lender Yield (IRR) Article & Video
Time Value of Money Article & Video
Cash on Cash (year one) Article & Video
Debt Coverage Ratio (year one) Article & Video
Net Capitalization Rate (year one) Article & Video
Adj. Capitalization Rate Article & Video
Adj. Cash on Cash Article & Video
Breakeven Occupancy Article & Video
Loan Balance/Property Value Article & Video
NOI/Property Value Article & Video
Gross Income Multiplier Article & Video
Operating Expense Ratio Article & Video
Loan Amount (year one)
Analysis types - includes sample PDFs
Apartments Investment & Development
Self Storage Investment & Development
Retail Investment & Development
Office Investment & Development
Industrial Investment & Development
Build to Suit
Tenant Representation
Owner Representation
Lease vs. Buy
Sale Leaseback
Cost Comparison
1031 Exchange
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Reporting Extension ~ Requires planEASe® Base
Manual
-
View PDF samples from Reporting Extension
Reports included:
Annual Property Operating Data (APOD)
Manual
- Video (1:21)
Acquisition Report
Manual
- Video (0:22)
Sale Report
Manual
- Video (2:37)
Proforma Income Statements
Manual
- Video (1:26)
Annual Statements
Manual
- Video (3:00)
Assumptions Report
Manual
- Video (1:44)
Rent Roll
Manual
- Video (3:35)
TitlePages
Manual
- Video (1:07)
Items displayed in reports:
Income
Reimbursements
Expenses
Net Operating Income (NOI)
Debt Service
Capital Spending (Development Items, TI's, Commissions, etc.)
Cash Flow Before Tax
After Tax Cash Flow (including passive losses and cost recovery)
Monthly, Quarterly, or Annual basis
Capitalization Rate (before and after tax) Article & Video
Adj. Capitalization Rate (before and after tax) Article & Video
Cash on Cash (before and after tax) Article & Video
Adj. Cash on Cash (before and after tax) Article & Video
Gross Income Multiple Article & Video
Debt Coverage Ratio Article & Video
Breakeven Occupancy Article & Video
Loan Balance/Property Value Article & Video
NOI/Property Value Article & Video
Operating Expense Ratio Article & Video
Loan to Value
Loan Constant
Internal Rates of Return (IRR) (before and after tax) Article & Video
Modified Rates of Return (MIRR) (before and after tax) Article & Video
Net Present Values (NPV) (before and after tax) Article & Video
Common Size and $/SquareFoot Reports
Cash Required at Acquisition
Closing Costs
Net Sale Price for Tax Purposes
Adjusted Basis at Sale
Cost Recovery Taken
Cost Recovery Recapture Tax
Tax on Adjusted Net Capital Gain
After Tax Cash Proceeds of Sale
Glossary of Terms Video (1:06)
Financial Utilities ~ Requires planEASe® Base
Manual
-
View PDF samples from Financial Utilities
Enter Dates and Cash Flows directly for IRR, NPV, MIRR, and Future Value
Video (15:09)
IRR, NPV, and MIRR Verification Reports vs. XIRR and XNPV in Excel and Google Spreadsheets
Video (8:10)
Combine Multiple Files/Properties for IRR, NPV, MIRR, and Future Value
Video (1:02)
Compare Files
Video (0:41)
Compare Nominal and Effective Interest Rates at seven different periods
Balance a 1031 Exchange transaction
Video (0:59)
Partnership / LLC Models ~ Requires planEASe® Base
Manual
-
View PDF samples from Partnership / LLC Models
Total Initial Investment Video (1:31)
Working Capital Video (2:01)
Number of Units Issued Video (2:11)
Cash Distribution Pattern Video (1:35)
Cash Distribution Start Date Video (0:47)
Preferred Return To Limiteds / Members Video (3:41)
Cash To Limiteds / Members Video (2:00)
Investment Return To Limiteds / Members Video (1:55)
Sale Proceeds Splits Video (2:55)
Funding Page Video (1:24)
Managing Member Loan Interest Rate Video (1:12)
Investment Tax Credits
Fee Types Video (4:12)
Acquisition Fee
% of Effective Income
Annual $ Fee
One-Time Expensed Fee
One-Time Capital Fee
Fee Tax Deductible
Converting RP File to RU File Video (1:44)
Converting RU File to RP File Video (1:13)
Unit Sales Distributions Video (3:24)
Stepdown Allocation of Funds (Waterfall) for investments and commercial developments
Manual
Stepdown Allocation of Funds (Waterfall) for unit sales developments
Manual
Analysis types - includes sample PDFs
Apartment Development LLC Analysis
Unit Sales, Land Development, Subdivision, Condo Development LLC Analysis
Presentation Features ~ All Products
Page Setup Video (5:00)
Printing to PDF Video (2:28)
Save As Web Page for Email Video (1:47)
Save As Web Page with Graphs Video (2:48)
Save As Web Page for Word Video (1:30)
Export to Excel Video (1:22)
Export Graphs & Charts Video (2:30)
Customizable Disclaimer Video (1:17)
Print Fast (No Graphics) Video (1:23)
Adding Page Numbers Video (1:10)
Saving Report Commentary Video (1:41)
Ratio Definitions / Glossary Video (0:34)
Web Publishing SlideShow Video (0:34)