Deal Analyzer Workbook

Deal Information

Property Address

Property Type

Number of Units

Year Built

Financial Details

Purchase Price ($)

Down Payment (%)

Interest Rate (%)

Loan Term (years)

Closing Costs ($)

Rehab Costs ($)

Fix & Flip Analysis (Optional)

Enable flip analysis

For investors planning to renovate and sell. Uses the 70% Rule.

After Repair Value - ARV ($)

Holding Period (months)

Selling Costs (%)

ARV Research Helper

Bedrooms

Bathrooms

Square Feet

Income & Expenses (Monthly) - For Buy & Hold

Income

Gross Rent ($)

Other Income ($)

Vacancy Rate (%)

Expenses

Property Taxes ($)

Insurance ($)

Repairs/CapEx ($)

Property Management ($)

Utilities ($)

HOA ($)

Red Flag Checklist

Check any that apply - each reduces your score

Deal Analyzer Workbook

Deal Information

Financial Details

Fix & Flip Analysis (Optional)

ARV Research Helper

Income & Expenses (Monthly) - For Buy & Hold

Income

Expenses

Red Flag Checklist

Key Metrics

Score Breakdown

Issues & Concerns

Financial Summary

Investment

Monthly Cash Flow

AI Underwriter Analysis