2. Year 1 Summary & Key Metrics

MLS #: N/A

Initial Investment & Year 1 Cash Flow Analysis

Operating Summary

Gross Potential Income (GPI):

Vacancy Loss (%):

Effective Gross Income (EGI):

Expenses and Debt Service

Total Operating Expenses (OpEx):

Net Operating Income (NOI):

Annual Debt Service (P&I):

Annual Cash Flow (CFBT):

Unit Mix & Income (Snapshot)

Unit Type	Beds	Baths	# Units	Sq. Ft	Monthly Rent ($)	Annual Rent ($)
Gross Annual Rent (GPI)

Total Investment

Purchase Price

Total Initial Cash Invested

Key Performance Indicators

Cash-on-Cash Return (Year 1)

(Cash Flow ÷ Cash In)

Capitalization Rate (Cap Rate)

(NOI ÷ Price)

Debt Service Coverage Ratio (DSCR)

(NOI ÷ ADS)

3. 5-Year Projections (Includes Growth)

Metric	Year 1 (Initial)	Year 2	Year 3	Year 4	Year 5 (Sale)

Exit Analysis & Total Return

Exit Cap Rate:

Projected Sale Price:

Debt Remaining (Year 5):

Net Sale Proceeds:

Equity Multiple:

Internal Rate of Return (IRR):

1. Core Inputs & Financial Assumptions

Property Identification

Property Address: MLS Number:

Scenario Management (Local Storage)

Scenario Name

Saved Scenarios

Unit Mix (Inputs)

Unit Type	Beds	Baths	# UNITS	SQ. FT	Monthly Rent ($)	Annual Rent ($)	Actions
Gross Annual Rent (GPI)

Acquisition Details

Purchase Price ($): Down Payment (%): Closing Costs ($): Initial CapEx/Repairs ($):

Total Cash Invested:

Loan Parameters

Loan Amount:

Interest Rate (Annual %): Loan Term (Years):

Monthly Payment (P&I):

Annual Debt Service (ADS):

Total Payments (Loan Term):

Growth & Exit Assumptions

Rent Growth (Annual %): Expense Growth (Annual %): Exit Year (Years): Exit Cap Rate (%): Sale Costs (% of Sale Price):

Annual Expenses (Year 1)

Vacancy Rate (%): Property Tax ($): Insurance ($): Management Fee (% of EGI): Utilities ($): Repairs & Maintenance ($): Capital Reserves ($/Year): Other Operating Expenses ($):

Total Annual Operating Expenses (OpEx):

Jonathan Sarrow

Multifamily Investment Pro Forma