planEASe^® Support Center

Start with the How to Start video library. Pick the property type that matches your first analysis — Apartments, Retail/Office/Industrial, or Development — and watch the short Entry, Suggested Reports, and What-If videos. Each sequence is designed to get you working with an analysis quickly.

Use the Apartment / Self Storage model. Watch these three How to Start videos in order:

• Entering assumptions
• Suggested reports
• What-If analysis

For a full case-study walkthrough see the Unit Investment E-Learning topic.

Use the Retail / Office / Industrial model (lease-by-lease entry):

• Entering assumptions
• Suggested reports
• What-If analysis

For multi-tenant properties with expiring leases also review the Market Profiles videos.

Sensitivity Analysis lets you vary any single assumption (price, vacancy, cap rate at sale, rent growth) against any measure (IRR, NPV, Cash on Cash, DCR) and produces a one-page table and graph.

Risk Analysis (Monte Carlo) varies multiple assumptions simultaneously and shows the probability of achieving each return level.

Both are in the Analysis menu. The Detailed Video Library has 40+ videos covering every scenario.

The sequence is:

• Enter costs in the Development Spending Dialog
• Set up the construction draw loan on the Loan page
• Set up the permanent (take-out) loan

The Development Spending Dialog section of the Detailed Library has 9 step-by-step videos.

planEASe includes full Partnership (LLC and Limited Partnership) and Portfolio analysis:

• Partnership How to Start videos — LLC and Limited Partnership setup
• Portfolio How to Start videos — combining multiple properties
• Detailed Video Library — in-depth Partnership and Portfolio sections

Partnership analysis covers preferred returns, waterfall distributions, managing member fees, and per-unit member returns. Portfolio combines multiple files into a single IRR and cash flow analysis.