Buy & Hold Evaluator

XLSM

uploaded by Mark Spivey

498 KB

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2.1K

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This simple, yet powerful spreadsheet evaluates an investment primarily for buy & hold purposes up to 31 years. It has multiple calculators built-in from vacancy loss to closing costs. It also determines mortgage and interest costs. It allows the user to enter data, by monthly, annual, or fixed or variable percentages. Evaluation history allows you to compare multiple properties at a glance. Please email any questions, comments or bugs to [email protected] Note: You will need to have macros enabled to properly function & may not work in excel for mac.

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Comments

Hi all, why aren't rehab costs (upfront in cash) calculated in the CoC return%'s? I am having a hard time getting a good read on what cash returns would be if the calculator only accounts for down payment and closing costs. Thanks.

Lei Marte | over 5 years ago

Great work! Many good things incluiding income from multi-family, ease of use on expenses as it is sometimes easier to think of certain expenses as yearly, monthly or in percent (insurance yearly, income monthly, repairs %...) Thanks!!!!!

Hugo McBride | almost 6 years ago

I can't download the actual content - followed the instructions for the macros and enabled it but can't get any other content....anyone know how to resolve that?

Dana Yobst | about 6 years ago

Awesome! You have some Excel Skills!

Tavares L. | almost 7 years ago

I've used this worksheet to evaluate at least 30 buy and hold deals. I've checked it against several other downloads and on-line calculators and found that it is very accurate and the most comprehensive. It can be a little pesky if your computer doesn't like macros. I also wish the cells weren't so locked down (but that keeps me from inadvertently messing up calculations so its OK). Big thanks to Mark for his contribution.

Steeve Breton | over 9 years ago

The most comprehensive buy and hold spreadsheet I've seen. Amazing work.

Van Doan | about 10 years ago