Building a Track Record Spread Sheet for Lenders

[Courtney Fricke]

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!

[Calvin Lipscomb]

Originally posted by @Courtney Fricke:

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!

 I hope you can get some traction on this.  This would provide excellent information especially for a newbie like myself.