The forms in this appendix are samples only, as the originals are in Excel format and editable versions cannot be printed in a book. To find the downloadable Excel versions on my website, just go to https://apartmentloanstore.com and click on “Loan Forms & Tools” at the top right.

Commercial Property Purchase or Finance Evaluator: Take the annual totals from the seven-year month-by-month budget summary spreadsheet and plug them into this spreadsheet for the years you will hold the property. This will calculate your annual CCR and IRR over time.

Apartment Quick Analysis Calculator: When you find a property you are interested in buying, just fill in the sales price and net operating income, and this spreadsheet will calculate a range of values based on cap rates and gross rent multiplier (GRM).

Commercial Quick Analysis Calculator: This performs the same analysis as the apartment quick analysis spreadsheet, but for general commercial properties.

Commercial Rent Roll: Use this rent roll for office, retail, and industrial properties. It includes space square footage, lease dates, type of lease, and more.

Multifamily Rent Roll: This rent roll form has unit configuration, beginning and ending dates for rental contracts, Section 8 tenancy, and more.

Personal Financial Statement: This is a statement of your assets, liabilities, and net worth. Lenders and sellers will want to review this.

Repositioning Pro Forma: Use this pro forma worksheet to project cash flows for repositioning projects over time.

Schedule of Real Estate Owned Spreadsheet: This gets attached to your personal financial statement and gives lenders everything they need to know about the properties you own.

Seven-Year Month-by-Month Budget and Summary Spreadsheet: Use this spreadsheet to project how a commercial property will do over time.

Trailing 12-Month Report (T-12): This spreadsheet shows the most current trailing 12 months of income and expenses in a month-by-month format. Most lenders require this, and it's a great tool for your due diligence.