Property Overview Forms Example

[Chris Feltus]

I am new and still in the process of educating myself, and have yet to place a property under contract. With that being said I am coming up with templates to present a property once its under contract, and I would appreciate feedback from the community to make sure I am heading in the right direction from experienced investors.

I am attempting to create a format that is conservative, assuming ERC and ARV estimates are correct. Too many times I see properties presented without factoring basic costs such as holding or property taxes.

This is a hypothetical property and I just came up with some numbers off the top of my head. The following is a property overview packet for that hypothetical property.

Page 1: Property Overview: Average DOM is something I should add here as well

Page 2: Basic Cost Estimate

Page 3: Tax roles

Page 4+: Sold comps and lease comps

I will then combine the PDF forms into a single document.

Thanks in advance for your feedback, I appreciate it.