Sample Real Estate Analysis
All the samples have movies showing an overview of how to use planEASe for that type of analysis, as well as samples of output in either PDF or HTML format.
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Sample ~ Apartment Multifamily Analysis - Click to view sample
This movie shows how to use planEASe to analyze an apartment investment. First, you'll see an overview of what type assumptions are needed for the property, then a demonstration of the investment analysis for the apartments, including Income Statements and what-if Sensitivity Analysis. Some of the measures shown are IRR, NPV, Cash on Cash, Cap Rate, and Debt Coverage Ratio.
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Sample ~ Apartment Development Analysis - Click to view sample
planEASe is excellent at analyzing both Commercial Development and Land Development projects. The movie shows how to enter all the costs and loan information (Construction Draw and Permanent) into one dialog box. Then you'll see how planEASe handles the fluctuations in the Construction Draw and Permanent Loans due to development cost and schedule changes, the absorption of the units, the ensuing years of operation, and the projected sale at the end of the Holding Period, and completes the analysis after tax. This development process also can be used for Multi-Tenant properties such as Retail, Office and/or Industrial Properties such as Build-to-Suit opportunities.
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Sample ~ Apartment Development LLC Analysis - Click to view sample
This movie shows how to add Partnership / LLC analysis considerations to the Apartment Development. It raises the Initial Investment from the investors or group, create units/shares, distributes cash flows using an optional preferred return and a cash to limited /members assumption. The movie also shows how to add additional fees or funding items, and then analyzes the cash flows for the investors / members for IRR before and after tax. The General Partner / Group Sponsor NPV is also generated and reported. What-if Sensitivity Analysis is shown at the end of the movie.
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Sample ~ Unit Sales, Land Development, Subdivision, Condo Development Analysis - Click to view sample
This movie shows how to use planEASe to analyze Unit Sales, Land Development, Subdivision, or Condo Development projects. First we show you an overview of what type assumptions are needed, then we demonstrate the analysis itself, including Income Statements and What-if Sensitivity Analysis. The Construction Draw loan is automatically created from your spending items and paid back from a percentage of the sales.
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Sample ~ Unit Sales, Land Development, Subdivision, Condo Development LLC Analysis - Click to view sample
This movie shows how to add Partnership / LLC analysis considerations to the Unit Sales (Land Development, Subdivision, Condo Development). It raises the Initial Investment from the investors or group, create units/shares, distributes cash flows using an optional preferred return and a cash to limited /members assumption. The movie also shows how to add additional fees or funding items, and then analyzes the cash flows for the investors / members for IRR before and after tax. The General Partner / Group Sponsor NPV is also generated and reported. What-if Sensitivity Analysis and Monte Carlo Risk Analysis are shown at the end of the movie.
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Sample ~ Retail Analysis / Shopping Center Analysis (Office - Industrial) - Click to view sample
This movie shows how to use planEASe to analyze Retail (Shopping Centers). First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including Income Statements and What-if Sensitivity Analysis. The lease assumptions involve net reimbursements (base year stop, $/stop, and $ are also available), renewal probabilities, commissions, tenant improvements, and months vacant. Some of the measures shown are IRR, NPV, Cash on Cash, Cap Rate, and Debt Coverage Ratio. This same type of analysis can be used for office and industrial properties.
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Sample ~ Commercial Real Estate Development Analysis for Office - Click
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This movie shows how to use planEASe to analyze Commercial Real Estate Development of office properties. First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including Income Statements and What-if Sensitivity Analysis. The construction draw loan is created automatically from your development spending items and is correct after tax (amortizing the construction interest over the depreciable life of the item it was loaned for once the building is put into service). The lease assumptions involve net reimbursements (base year stop, $/stop, and $ are also available), renewal probabilities, commissions, tenant improvements, and months vacant. Some of the measures shown are IRR, NPV, Cash on Cash, Cap Rate, and Debt Coverage Ratio. This same type of analysis can be used for retail and industrial properties.
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Sample ~ Build to Suit Analysis - Real Estate Development - Click to view sample
This movie shows how planEASe Software can be used to analyze Build to Suit projects. First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including Income Statements and What-if Sensitivity Analysis. The construction draw loan is created automatically from your development spending items and is correct after tax (amortizing the construction interest over the depreciable life of the item it was loaned for once the building is put into service). Some of the measures shown are IRR, NPV, Cash on Cash, Cap Rate, and Debt Coverage Ratio. This same type of analysis can be used for single tenant retail, office, and industrial.
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Sample ~ Tenant Representation Lease Comparison Analysis - Click to view sample
This movie shows how to use planEASe to compare lease alternatives for a Tenant Representation analysis. First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including lease abstracts and graphs. Some of the measures and graphs shown are NPV, Total Gross, Avg Annual Gross, PV, Annual PV, $/Rentable SF, and $/Usable SF. This analysis is conducted before tax. If you require an analysis after tax, you should use the Cost Comparisons analysis method.
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Sample ~ Owner Representation Lease Comparison Analysis- Click to view sample
This movie shows how to use planEASe to compare lease alternatives for an Owner Representation analysis. First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including lease abstracts and graphs. Some of the measures and graphs shown are NPV, Total Gross, Avg Annual Gross, PV, Annual PV, $/ Rentable SF, and $/ Usable SF. This analysis is conducted before tax. If you require an analysis after tax, you should use the Cost Comparisons analysis method.
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Sample ~ Lease vs. Buy Analysis - Click to view sample
This movie shows how to use planEASe to analyze Lease vs. Buy decisions. First we show an overview of what assumptions are needed. Then we demonstrate the analysis, including point of indifference crossover graphs. Some of the measures shown are Net Present Value Before Debt, Net Present Value Before Tax, Net Present Value After Tax.
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Sample ~ Sale Leaseback Analysis - Click to view sample
This movie shows how to use planEASe to analyze Sale/Leaseback transactions. First we show an overview of what type assumptions are needed. Then we demonstrate the analysis, including point of indifference crossover graphs. This analysis requires three files: find investment base, cost of continuing to own, and cost of selling and leasing back. Some of the measures shown are Net Present Value Before Debt, Net Present Value Before Tax, Net Present Value After Tax.
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Sample ~ Cost Comparison Analysis - Click to view sample
When you must compare various lease alternatives with purchase alternatives or build-to-suit to satisfy a property user client space requirement, the analysis must be done after tax to be valid, since there are so many tax advantages to ownership. You should use the planEASe Cost Comparison analysis technique in such cases. This movie compares the cost of 3 different leases and one purchase alternative using the What-if Sensitivity Analysis Comparison capability of planEASe.
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Sample ~ 1031 Exchange Recap Analysis - Click to view sample
This movie shows the Utilities Exchange Recap function allowing you to enter and balance a 1031 Exchange transaction on either a 2 party (Exchanger - Exchanger) or a 3 party (Exchanger - Buyer - Seller) basis. You may print the Recap Form, a Recap Report for each of the parties, and a Basis Adjustment Report for the Exchanger(s). You may save exchanges on disk, and open them for reprocessing at a later time. Exchanges involving more parties are processed as multiple instances of 2 and/or 3 party exchanges. The movie also shows how to set Substitute Basis and Cost Recovery Taken for a planEASe property analysis when the buyer is emerging from a 1031 Exchange.
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All the samples have movies showing an overview of how to use planEASe for that type of analysis, as well as samples of output in either PDF or HTML format.
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