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Updated over 7 years ago on .
A Useful Portfolio Analysis Template - Raising Private Funding
Hello Members,
I am new to BP & this is my first post ,, So I hope I get some leeway in my first presentation.
I am attaching an image of a sample spreadsheet I drafted a few minutes ago - to engage and hopefully close on investors .
There are already numerous varieties of Project Analysis Packets in the market today .
However, I have not yet found any that allow one to view 6 ,10 , or even 50 properties in one shot.
The one I am drafting is a straight up look at multiple offerings demonstrating multiple ROI for different strategy's
Hold for rental or Flip on a sale.
The unique layout allows one to view Row By Row.Sort of a A 30,000 ft View of whats on the table for this neighborhood .
It is a minimal look to simply demonstrate numbers - Cash , Repairs, ARV and Rent returns if property is held.
I believe with this view investors can quickly evaluate a portfolio offering or individual deals with one simple glance.
If you have or know of a similar template I would appreciate you sharing it , so we can all learn from it .
All and any comments , suggestions and or collaboration on this evolving Portfolio Analysis sheet would be very welcome .
Again , my tool is just in the early stages , but feel can benefit many of us BP
I would be glad to Share the template on Google Drive and Setup a Google Hangout for anyone interested in participating.
Just post your contact info please .
All the best
Keith