Best Tools for Deal Analysis

[Anthony Blanco]

Hi everyone,

I'm focusing on buy-and-hold properties, mainly residential—single-family homes, duplexes, triplexes, and quadplexes. Sometimes these properties need rehab, other times they're ready to go.

I'm looking for recommendations on the best tools or Excel templates for deal analysis. Ideally, I want something I can confidently show to potential investors that includes all the key metrics they and I would need to consider when evaluating a property. The tool/template should cover (any other recommendation are appreciated):

Cash flow analysis

Cap rate

ROI (Return on Investment)

Rent roll

Expenses and operating costs

Financing and amortization details

Do you have any suggestions for resources or templates that would work well for this purpose? I’d also appreciate any tips on creating my own analysis model. Thanks in advance for your insights!