The Real Estate Valuation Tool for Microsoft ® Excel ® calculates and analyzes expected cash
flows from one or more real estate investments. It can be used to evaluate a
single real estate investment or to compare one property to another.
Rather than relying on subjective market factors as you might if you were
looking to pay the lowest price for your primary residence, the Real Estate
Valuation Tool for Excel values the discounted cash flows
generated by the property. This is an excellent way to compare one investment
property to another.
The model is also flexible, allowing the practitioner to vary the analysis based
on variables such as: expected return on the overall market, assumed purchase
and sales prices of the individual properties, and the proportion of various
expenses relative to rents and receipts. Changes made to one part of the model
automatically flow through to the other parts, ultimately affecting the overall
valuation of the property.
When comparing two properties, a summary of the comparison automatically
displays at the bottom of the analysis. It highlights the property that
represents the more favorable investment opportunity based on higher net present
value.
Date and number fields may be re-formatted by the user (using the built-in
formatting capabilities in Excel) to accommodate non-US conventions.
The Real Estate Valuation Tool for Excel is an excellent tool for valuing
stand-alone investment properties and comparing one property to another. It
provides a detailed valuation while remaining flexible and easy-to-use.
This spreadsheet was developed by a CFA charterholder.
Works with Excel 2003-2010.
- Save time by using a pre-designed template as
a basis for your analysis.
- Reduce formula
errors caused when practitioners try to build real estate valuation models
from scratch. The calculations are already done for you. Simply enter the
information requested by the model, tweak it to match your expectations on
the direction of the overall market, and view the completed valuation.
-
Save money by spending your time on running your business or analyzing the
results of the real estate valuation rather than spending countless hours
building a model from scratch.
- Evaluate
stand-alone investment properties or compare one property to another.
- Model focuses on cash flows
rather than subjective factors. This is very important when comparing one
investment property to another.
- The model is
easy-to-use and flexible. Cells requiring input are clearly highlighted
within the model. The practitioner has the ability to influence the
valuation by changing key variables within the model.
-
Date and number fields may be re-formatted by the user (using the
built-in formatting capabilities in Excel) to accommodate non-US conventions.
- The
model was developed by a financial professional (CFA charterholder).
| Click the thumbnail below for a partial
screenshots of the Real Estate Valuation Tool for Excel. |
Input Area |
Valuation and Comparison |
The Monthly Real Estate Valuation Tool for Excel runs on any version of Excel from 97-2010.
It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.
This product is also compatible with Excel 2004, Excel 2008 and Excel 2011 for Mac running
on Mac OSX Snow Leopard, Leopard or Tiger.
