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Updated over 7 years ago on .

User Stats

137
Posts
135
Votes
Keith C.
  • Lender
  • Central Florida Markets
135
Votes |
137
Posts

A Useful Portfolio Analysis Template - Raising Private Funding

Keith C.
  • Lender
  • Central Florida Markets
Posted

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