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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 intergrated
planEASe Base Manual - Video - Samples
Acquisition and Sale Manual - Video
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
Continuous Growth (@ Growth Rate), or linked to Inflation
Specified $ Price
Gross Income Multiplier
After Tax Investor’s Assumptions Manual - Video
General vacancy and individual vacancy per revenue
tax rates Manual
capital gain rate
cost recovery recapture rate
present value discount rate before debt, before tax, and after tax
* MIRR model will ask for reinvestment rate and safe rate
Revenue/Income/Leases Manual - Video
No limit on amount of Revenues/Leases
Enter any kind of Lease Video
Multiple Lease Up Methods Video
Percentage Rents Video
CAM Expense Reimbursements Video
Renewal Probability Video
Automatic TI's and Commissions
Enter NOI Directly
Variable Growth Rates
Loans/Financing Manual - Video
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
Participating Loans Video
Construction Draws, Monthly Video
Original Issue Discount Implied Interest
Note Discounting
Partial Loan Payments
Split Down Payments
Compensating Balances / Reserves
Variable Rate/Payment Loans Video
Assumption of existing loan
Reserves
Expenses Manual - Video
No limit on amount of Revenues/Leases
Enter NOI Directly
Variable Growth Rates
Expense Pass-throughs
Expense Variable with vacancy
CAM Expense Reimbursements
Percentage of Effective Income - Manual
Depreciation/Capital Spending Manual
No limit on amount of Depreciation/Capital Spending items
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
Partial Sale Manual

Substitute Basis Manual

Installment Sales Manual

Analysis Area and Reports
Basic Analysis Manual - Video
Detail Analysis Manual - Video
Lease Analysis Manual - Video

What if Analysis
Sensitivity Analysis Manual - Video
Comparing Sensitivity Analyses Manual - Video
Risk Analysis Manual - Video

Investigate these measures and ratios:
Rate of Return Before Debt (IRR) Video
Rate of Return Before Tax (IRR)
Rate of Return After Tax (IRR)
Modified Rates of Return (MIRR) Video
Net Present Value Before Debt Video
Net Present Value Before Tax
Net Present Value After Tax
Lender Yield (IRR)
Cash on Cash (year one) Video
Debt Coverage Ratio (year one) Video
Net Capitalization Rate (year one) Video
Loan Amount (year one)

Analysis types - includes sample PDF's
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
SaleLeaseback
Cost Comparison
1031 Exchange


Reporting Extension ~ Requires planEASe Base
Manual - Video - View PDF's printed from Reporting Extension

Reports included:

Annual Property Operating Data (APOD) Manual - Video
Acquisition Report Manual - Video
Sale Report Manual - Video
Proforma Income Statements Manual - Video
Annual Statements Manual - Video
Assumptions Report Manual - Video
Rent Roll Manual - Video
TitlePages Manual - Video
Items displayed in reports:

Income
Reimbursements
Expenses
Net Operating Income (NOI) Video
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) Video
Adj. Capitalization Rate (before and after tax) Video
Cash on Cash (before and after tax) Video
Adj. Cash on Cash (before and after tax) Video Gross Income Multiple Video
Debt Coverage Ratio Video
Breakeven Occupancy Video
Loan Balance/Property Value Video
NOI/Property Value Video
Operating Expense Ratio Video
Loan to Value
Loan Constant
Internal Rates of Return (IRR) (before and after tax) Video
Modified Rates of Return (MIRR) (before and after tax) Video
Net Present Values (NPV) (before and after tax) 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


Graphics Extension ~ Requires planEASe Base
Manual - Video - View PDF's printed from Graphics Extension

Income Statements - Millions of Graphs possible with all the combinations Video
Column, Column Stacked, Column Stacked %
Bar, Bar Stacked, Bar Stacked %
Area, Area Stacked, Area Stacked %
3D (graph or chart)
Perspective
Graph Additions/Overlay
All Graphs are Editable
Graph Export Formats:
Metafile (Vector) Format
Bitmap Format
JPEG Format
Graphed Data Matrix


Financial Utilities ~ Requires planEASe Base
Manual - Video - View PDF's Financial Utilities

Enter Dates and Cash Flows directly for IRR, NPV, MIRR, and Future Value Video

IRR, NPV, and MIRR Verification Reports vs. XIRR and XNPV in Excel and Google Spreadsheets Video

Combine Multiple Files/Properties for IRR, NPV, MIRR, and Future Value Video

Compare Nominal Interest Rates and Effective Interest Rates at seven different periods. Video

balance a 1031 Exchange transaction Video



Monthly (Development) Extension ~ Requires planEASe Base
Manual - Video - View PDF's printed from Monthly (Development) Extension

View Cash Flows Monthly, Quarterly, or Yearly
Unit Sales, Land Development, Subdivision, Condo Development Analysis Manual
Unlimited amount of Development Cost Items
Unlimited amount of Sales
Automatic Construction Draws Video
Absorption Unit Schedule Grid Video
Units Sold per Month Video
Unit Standard Cost - After Tax Video
Discrete Unit Schedule Video
Price Multiplier Video
Cost Multiplier Video
Price Growth Rate
Cost Growth Rate
Absorption Growth Override
Absorption Schedule Stretcher
Comparison of Files Video


Analysis types - includes sample PDF's
Unit Sales, Land Development, Subdivision, Condo Development Analysis
Apartment Development Analysis


Partnership / LLC Models ~ Requires planEASe Base
Manual - Video - View PDF's printed from Partnership / LLC Models


Total Initial Investment Video
Working Capital Video
Number of Units Issued Video
Cash Distribution Pattern Video
Cash Distribution Start Date Video
Preferred Return To Limiteds / Members Video
Cash To Limiteds / Members Video
Investment Return To Limiteds / Members Video
Sale Proceeds Splits Video
Investment Tax Credits
Fee Type Video
Acquisition Fee
% of Effective Income
Annual $ Fee
One-Time Expensed Fee
One-Time Capital Fee
Fee Tax Deductible
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 PDF's
Apartment Development LLC Analysis
Unit Sales, Land Development, Subdivision, Condo Development LLC Analysis