New Deal

Fields mirror the underwriting workbook's Inputs sheet. Percent fields are whole numbers (7 = 7%).

Property
Income
Expenses
CapEx
Financing
Exit
Stress test

Property

Deal name Property Address ZIP Code Number of Units Purchase Price ($) ARV (As-Is) ($) Square Feet Land Value % Property Tax Rate % Closing Costs % Rehab Budget ($) Initial Reserves ($)

Zillow or Listing URL

Income

Only units up to the number selected on the Property step apply.

Unit 1

Actual Rent ($/mo) Market Rent ($/mo)

Market rent = actual rent

Unit 2

Actual Rent ($/mo) Market Rent ($/mo)

Market rent = actual rent

Unit 3

Actual Rent ($/mo) Market Rent ($/mo)

Market rent = actual rent

Unit 4

Actual Rent ($/mo) Market Rent ($/mo)

Market rent = actual rent

Other Monthly Income ($) Vacancy % Annual Rent Growth %

Will you live in one unit? (house hack)

If you'll live in one unit yourself ("house hacking"), say so here - the analysis splits your unit's rent out and shows your effective housing cost. Leave it at No for a pure rental investment.

Owner-Occupied? Owner Unit Number Owner Current Rent ($/mo)

Expenses

Annual Property Taxes ($) Annual Insurance ($) Maintenance % of Rent Management % of Rent Monthly HOA ($) Monthly Utilities (Owner-Paid, $) Expense Growth %

CapEx Assumptions

Auto-estimate CapEx from purchase price?

Auto-estimated at ~1.1% of purchase price/year based on typical component replacement costs and useful-life assumptions, rounded to the nearest $100. Edit any row to switch to manual.

Component	Replacement Cost ($)	Lifespan (yrs)

Unit Upgrades

One-time renovation costs by unit. Only affects the BRRR/refinance scenario — it does not change the other 3 financing scenarios or headline pro forma.

Unit 1 Upgrade

Cost ($) Rent Uplift ($/mo) ARV Uplift ($) Months of Carry Include in BRRR scenario?

Unit 2 Upgrade

Cost ($) Rent Uplift ($/mo) ARV Uplift ($) Months of Carry Include in BRRR scenario?

Unit 3 Upgrade

Cost ($) Rent Uplift ($/mo) ARV Uplift ($) Months of Carry Include in BRRR scenario?

Unit 4 Upgrade

Cost ($) Rent Uplift ($/mo) ARV Uplift ($) Months of Carry Include in BRRR scenario?

Preset Assumptions

Auto-estimate target: ~1.1%/yr of purchase price (derived from the rows below)
Roof: $18,000 / 25yr
HVAC: $15,000 / 18yr
Water Heater: $4,500 / 12yr
Appliances: $9,000 / 12yr
Flooring: $15,000 / 15yr
Kitchen: $30,000 / 25yr
Bathrooms: $21,000 / 25yr
Windows: $15,000 / 30yr
Exterior Paint: $8,000 / 8yr
Driveway: $6,000 / 25yr
Plumbing: $12,000 / 40yr
Electrical: $10,000 / 40yr
Unit Upgrades: none by default

Financing

FHA Loan Rate % Conventional Loan Rate % Loan Term (Years) FHA Upfront MIP % FHA Annual MIP % PMI Annual % Refi Rate (BRRR) % Refi LTV (BRRR) % Available Capital ($) Scenario Selected

Exit

Appreciation % / yr Hold Period (Years) Selling Costs % Exit Cap Rate % Capital Gains Rate % Depreciation Recapture Rate %

Stress test

Reassess Taxes at Solved Price? Stress Rate Bump % Stress Vacancy % Stress Rent Cut % Stress CapEx Event ($)

New Deal

Unit 1

Unit 2

Unit 3

Unit 4

Unit Upgrades

Unit 1 Upgrade

Unit 2 Upgrade

Unit 3 Upgrade

Unit 4 Upgrade

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