The investor toolkit.
Interactive calculators and ungated checklists for the numbers, documents and decisions behind a commercial investment.
Maximum loan sizing
Find the binding constraint across LTV, DSCR and debt yield.
Model a scenario CALCULATOR 02Amortization & balloon
See monthly payments, interest expense and the maturity balance.
Model a scenario CALCULATOR 03Refinance proceeds & equity gap
Estimate cash available after loan costs and the existing payoff.
Model a scenario CALCULATOR 04Bridge financing cost
Model interest, origination points, extensions and other loan costs.
Model a scenario CALCULATOR 05Lease effective rent
Compare the rent actually earned after concessions and leasing costs.
Model a scenario CALCULATOR 06Tenant rollover capital
Budget downtime, free rent, improvements and commissions before a lease expires.
Model a scenario CALCULATOR 07CAM recovery reconciliation
Test the tenant share, a compounded dollar cap and year-end reconciliation.
Model a scenario CALCULATOR 08Break-even occupancy
Find the occupied-income threshold for operations and debt service.
Model a scenario CALCULATOR 09Property-tax sensitivity
Translate an owner-borne tax increase into NOI and value exposure.
Model a scenario CALCULATOR 10Hold versus sell
Compare today’s net sale proceeds with discounted holding cash flows.
Model a scenario CALCULATOR 11Investment cash flow, IRR & equity multiple
Measure cash contributed, cash received and the timing of returns.
Model a scenario CALCULATOR 12Construction interest reserve
Model equal monthly draws, equity-first funding and separately funded interest.
Model a scenarioCommercial acquisition diligence
A practical investigation sequence before your closing obligations become firm.
Open the checklist PRINTABLE CHECKLISTCommercial lease audit
Translate the legal documents into a dependable cash-flow and obligations record.
Open the checklist PRINTABLE CHECKLISTTenant credit review
Investigate who pays the rent and how durable that payment stream may be.
Open the checklist PRINTABLE CHECKLISTCommercial financing submission
Help a lender evaluate the property, borrower and execution plan efficiently.
Open the checklist PRINTABLE CHECKLISTProperty-manager selection
Evaluate the operating team against the actual asset and business plan.
Open the checklist PRINTABLE CHECKLISTAnnual asset management plan
Turn ownership objectives into a measurable property operating plan.
Open the checklist PRINTABLE CHECKLISTCapital-project planning
Evaluate scope, financing, disruption and accountability before work begins.
Open the checklist PRINTABLE CHECKLISTCommercial sale preparation
Make the property’s evidence, economics and remaining obligations understandable to buyers.
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