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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