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Updated over 6 years ago,

User Stats

335
Posts
148
Votes
Courtney Fricke
  • Investor
  • New Orleans, LA
148
Votes |
335
Posts

Building a Track Record Spread Sheet for Lenders

Courtney Fricke
  • Investor
  • New Orleans, LA
Posted

Hi Y'all!

I'm creating a spread sheet today of all my past deals for future reference when dealing with bank and private lenders. A track record of sorts. Have this info so far.

-property location
-style (sfr, land, mfr, etc)
-purchase date
-purchase price
-debt service used
-%rate of debt service
-rehab costs if applies
-exit strategy
-disposition date
-disposition price
-gross profit
-ROI % or annualized % of return

Not sure how complex it should be. Goal is to use it with bank loans and private lenders. Any tips on what else should be added? Wanted to create a professional overview of my track record in REI without giving them a book on each deal.

Thanks!

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