A Quick Tour of the Best Real Estate Deal Analysis Spreadsheet... And It's Free

Deal Analysis Spreadsheet Dashboard Sections Explained

The World’s Greatest Real Estate Deal Analysis Spreadsheet™

The primary tab—Inputs and Dashboard—of The World’s Greatest Real Estate Deal Analysis Spreadsheet™ explained.

1. Purchase Inputs – In this section of the spreadsheet, you will enter inputs about the property that you are considering purchasing. This is where we typically start first.

2. Export to REFP – Use this button to export the property to the Real Estate Financial Planner™ software. This allows you to model this property as part of your entire real estate investing strategy—not just a single deal. Access to the Real Estate Financial Planner™ software is included—for a very limited time—with a paid year-long subscription to this substack.

3. Professional Branding – Shows you info about the professional who provided the spreadsheet to you. We offer a separate, paid version of the spreadsheet to professionals that want to use it with clients. You get access to a free personal use only license when you subscribe to this substack for free under our Don’t Steal My Stuff license.

4. Spreadsheet Tabs – Switch between the “Inputs & Dashboard” tab, the “Overrides” tab and any advanced tabs.

   1. Every Calculation - In the “Overrides” tab you can see EVERY CALCULATION (and not just the ones that were important enough to be placed on the Dashboard.

   2. Track Your Investment Over Time - You can also track how your investment performs over time by changing the numbers for each year you own the property.

5. Shows Monthly Cash Flow, Cash Flow from Depreciation™ and True Cash Flow™ for year 1.

6. Shows Return in Dollars Quadrant™ (RIDQ™), RIDQ+R6™ and RIDQ+R12™ for year 1. Other deal analysis spreadsheets are wrong and ignore reserves.

7. Shows Return on Investment Quadrant™ (ROIQ™), ROIQ+R6™ and ROIQ+R12™ for year 1. Other deal analysis spreadsheets are wrong and ignore reserves.

8. Shows the annualized and compound ROI plus IRR if you sold the property that year for the first 20 years.

9. Shows the Cash on Cash ROI & Cap Rate for years 1 through 5.

10. Shows your Return on True Net Equity™ for the first 20 years. Other spreadsheets do not make it easy to see your returns if you want to change investments.

11. Shows some common metrics like Gross Potential Income, Gross Operating Income, Operating Expenses and Net Operating Income for year 1.

12. Shows non-loan expenses for year 1.

13. Shows True Net Equity™ and Cash-Out Refi Equity and the cost to access (CTA) each for the first 20 years.

Watch A Video Explaining How to Analyze Deal Using This Spreadsheet

If you’re interested in watching a full class on how to use The World’s Greatest Real Estate Deal Analysis Spreadsheet™—including what to put in each input blank and where to get the numbers from—check out the 2-hour class An Intro to Buy-and-Hold Real Estate Deal Analysis.

The class—and many others—are available free for just mumbling maybe with a free trial.