Deal Sheet for Investors

[Conner S.]

Im looking for a good word or excel example of a deal analysis sheet to present to an investor that will hopefully be funding a flip. I do not need anything complicated just something simple that hits the main points. The investor in this case for me is a family member who would be funding the deal. I just want to come to the table with a proper presentation to show I am serious. If you don't have any examples, list some important stats to put on the sheet.

So far I have, ARV, renovation budget, purchase price and several comps. I also show how the deal would work at different purchase prices and ARV's.

Any help would be appreciated!

[Joanne Eriaku]

Hi Conner, My analytical Brain cant help giving you the full nine yards....this is what I compute on excel: Hope its not too much :-)

PROPERTY VALUES & PRICING
After Repair Value
Current "As Is" Value
Estimated Repair Costs
Purchase Price
Estimated Hold Time (months)
TOTAL PURCHASE & REPAIR COST

HOLDING COSTS
Property Taxes
HOA & Condo Fee
Insurance Costs
Utility Costs
Miscellaneous Holding Costs
TOTAL HOLDING COSTS

BUYING TRANSACTION COSTS
Escrow / Attorney Fees
Title Insurance / Search Costs
Miscellaneous Buying Costs
TOTAL BUYING TRANSACTION COSTS

SELLING TRANSACTION COSTS
Escrow / Attorney Fees
Selling Recording Fees
Realtor Fees 6.00%
Transfer & Conveyance Fees
Home Warranty
Staging Costs
Marketing Costs
Miscellaneous Selling Costs
TOTAL SELLING TRANSACTION COSTS

FINANCING COSTS


ESTIMATED NET PROFIT = ARV-PURCHASE PRICE-MISCELLANEOUS FINANCING COSTS- TOTAL HOLDING COSTS - TOTAL BUYING TRANSACTION COSTS - TOTAL SELLING TRANSACTION COSTS

ROI = ESTIMATED NET PROFIT/ PURCHASE PRICE + MISCELLANEOUS FINANCING COSTS + TOTAL HOLDING COSTS + TOTAL BUYING TRANSACTION COSTS + TOTAL SELLING TRANSACTION COSTS