planEASe Feature List by Product
Many of the features have links to movies and/or to specific pages in the planEASe PDF Manual.
All Products include:
Presentation: Watch Movie
planEASe Reader Files Watch Movie
Color Print Options Watch Movie
Exporting Graphs and Grids to Excel, Word, etc. Watch Movie
Save As Web Page (HTML) Watch Movie
Customizable Disclaimer Watch Movie
Training Movies: see in Manual PDF - Watch Movie
Product = planEASe Base - $995
see in Manual PDF
- Watch Movie
- View PDF's printed from planEASe Base
Acquisition and Sale
see in Manual PDF - Watch Movie
Handles both Existing Investments and Commercial Developments
Start in any month in any year
Holding Period - minimum value is one year, and the maximum is 99 years.
Sale Price Methods:
Capitalize Current NOI
Capitalize Last Year’s NOI
Capitalize Next Year’s NOI
Continuous Growth (@ Growth Rate)
Continuous Growth (@ %>Inflation)
Specified $ Price
Gross Income Multiplier
After Tax Investor’s Assumptions
see in Manual PDF - Watch Movie
General vacancy and individual vacancy per revenue
tax rates
state is % of federal
carry passive losses forward
use $25,000 exemption
capital gain rate
cost recovery recapture rate
present value discount rate before debt
present value discount rate before tax
present value discount rate after tax
reinvestment rate
safe rate
Revenue/Income/Leases
see in Manual PDF - Watch Movie
No limit on amount of Revenues/Leases
Enter any kind of Lease Watch Movie
Multiple Lease Up Methods Watch Movie
Percentage Rents Watch Movie
CAM Expense Reimbursements Watch Movie
Renewal Probability Watch Movie
Automatic TI's and Commissions
Enter NOI Directly
Variable Growth Rates
Loans/Financing
see in Manual PDF - Watch Movie
No limit on amount of loans
Enter Loan Amount as $, Debt Coverage Ratio, or Loan to Value
Loan Types - Amortizing, Interest-Only, Accruing, Variable, No Payments, 360/365 Conduit
Participating Loans Watch Movie
Construction Draws, Monthly Watch Movie
Original Issue Discount Implied Interest
Note Discounting
Partial Loan Payments
Split Down Payments
Compensating Balances / Reserves
Variable Rate/Payment Loans Watch Movie
Assumption of existing loan
Reserves
Expenses
see in Manual PDF - Watch Movie
No limit on amount of Revenues/Leases
Enter NOI Directly
Variable Growth Rates
Expense Pass-throughs
Expense Variable with vacancy
CAM Expense Reimbursements
Percentage of Effective Income - see in Manual PDF
Depreciation/Capital Spending
see in Manual PDF
No limit on amount of Depreciation/Capital Spending items
Investment Tax Credit
Recapture Methods:
Recaptures excess over straight line, All depreciation is recaptured, Remaining Depreciable Amount is depreciated, No recapture is computed, Low Income Housing Recapture, Writeoff after x years
Development Spending Dialog see in Manual PDF - Watch Movie
Partial Sale see in Manual PDF
Substitute Basis see in Manual PDF
Installment Sales see in Manual PDF
Analysis Area and Reports
Basic Analysis see in Manual PDF - Watch Movie
Detail Analysis see in Manual PDF - Watch Movie
Lease Analysis see in Manual PDF - Watch Movie
What if Analysis
Sensitivity Analysis see in Manual PDF - Watch Movie
Comparing Sensitivity Analyses see in Manual PDF - Watch Movie
Risk Analysis see in Manual PDF - Watch Movie
Investigate these measures and ratios:
Rate of Return Before Debt (IRR)
Watch Movie
Rate of Return Before Tax (IRR)
Rate of Return After Tax (IRR)
Modified Rates of Return (MIRR) Watch Movie
Net Present Value Before Debt
Watch Movie
Net Present Value Before Tax
Net Present Value After Tax
Lender Yield (IRR)
Cash on Cash (year one)
Watch Movie
Debt Coverage Ratio (year one)
Watch Movie
Net Capitalization Rate (year one)
Watch Movie
Loan Amount (year one)
Analysis types - includes sample PDF's
Apartments Investment & Development
Self Storage Investment & Development
Retail Investment & Development
Office Investment & Development
Industrial Investment & Development
Build to Suit
Tenant Representation
Owner Representation
Lease vs. Buy
SaleLeaseback
Cost Comparison
1031 Exchange
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Reporting Extension ($495 Value) ~ Requires planEASe Base
see in Manual PDF
- Watch Movie
- View PDF's printed from Reporting Extension
Reports included:
Annual Property Operating Data (APOD) see in Manual PDF - Watch Movie
Acquisition Report see in Manual PDF - Watch Movie
Sale Report see in Manual PDF - Watch Movie
Proforma Income Statements see in Manual PDF - Watch Movie
Annual Statements see in Manual PDF - Watch Movie
Assumptions Report see in Manual PDF - Watch Movie
Rent Roll see in Manual PDF - Watch Movie
TitlePages see in Manual PDF - Watch Movie
Items displayed in reports:
Income
Reimbursements
Expenses
Net Operating Income (NOI) Watch Movie
Debt Service
Capital Spending (Development Items, TI's, Commissions, etc.)
Cash Flow Before Tax
After Tax Cash Flow (including passive losses and cost recovery)
Monthly, Quarterly, or Annual basis
Capitalization Rate (before and after tax) Watch Movie
Adj. Capitalization Rate (before and after tax) Watch Movie
Cash on Cash (before and after tax) Watch Movie
Adj. Cash on Cash (before and after tax) Watch Movie
Gross Income Multiple Watch Movie
Debt Coverage Ratio Watch Movie
Breakeven Occupancy Watch Movie
Loan Balance/Property Value Watch Movie
NOI/Property Value Watch Movie
Operating Expense Ratio Watch Movie
Loan to Value
Loan Constant
Internal Rates of Return (IRR) (before and after tax) Watch Movie
Modified Rates of Return (MIRR) (before and after tax) Watch Movie
Net Present Values (NPV) (before and after tax) Watch Movie
Common Size and $/SquareFoot Reports
Cash Required at Acquisition
Closing Costs
Net Sale Price for Tax Purposes
Adjusted Basis at Sale
Cost Recovery Taken
Cost Recovery Recapture Tax
Tax on Adjusted Net Capital Gain
After Tax Cash Proceeds of Sale
Glossary of Terms Watch Movie
Graphics Extension ($495 Value) ~ Requires planEASe Base
see in Manual PDF
- Watch Movie
- View PDF's printed from Graphics Extension
Income Statements - Millions of Graphs possible with all the combinations Watch Movie
Column, Column Stacked, Column Stacked %
Bar, Bar Stacked, Bar Stacked %
Area, Area Stacked, Area Stacked %
3D (graph or chart)
Perspective
Graph Additions/Overlay
All Graphs are Editable
Graph Export Formats:
Metafile (Vector) Format
Bitmap Format
JPEG Format
Graphed Data Matrix
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Financial Utilities ($295 Value) ~ Requires planEASe Base
see in Manual PDF
- Watch Movie
- View PDF's Financial Utilities
Enter Dates and Cash Flows directly for IRR, NPV, MIRR, and Future Value Watch Movie
IRR, NPV, and MIRR Verification Reports vs. XIRR and XNPV in Excel and Google Spreadsheets Watch Movie
Combine Multiple Files/Properties for IRR, NPV, MIRR, and Future Value Watch Movie
Compare Nominal Interest Rates and Effective Interest Rates at seven different periods. Watch Movie
balance a 1031 Exchange transaction Watch Movie
Partnership / LLC Models ($495 Value) ~ Requires planEASe Base
see in Manual PDF
- Watch Movie
- View PDF's printed from Partnership / LLC Models
Total Initial Investment Watch Movie
Working Capital Watch Movie
Number of Units Issued Watch Movie
Cash Distribution Pattern Watch Movie
Cash Distribution Start Date Watch Movie
Preferred Return To Limiteds / Members Watch Movie
Cash To Limiteds / Members Watch Movie
Investment Return To Limiteds / Members Watch Movie
Sale Proceeds Splits Watch Movie
Investment Tax Credits
Fee Type Watch Movie
Acquisition Fee
% of Effective Income
Annual $ Fee
One-Time Expensed Fee
One-Time Capital Fee
Fee Tax Deductible
Stepdown Allocation of Funds (Waterfall) for investments and commercial developments see in Manual PDF
Stepdown Allocation of Funds (Waterfall) for unit sales developments see in Manual PDF
Analysis types - includes sample PDF's
Apartment Development LLC Analysis
Unit Sales, Land Development, Subdivision, Condo Development LLC Analysis
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