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1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your...

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Power Analy$I$ Power Analy$I$ Maximizing Inve$tment Return$ Maximizing Inve$tment Return$ With Your Computer With Your Computer Developed by: James F. Little, MBA, CCIM www.1031.com [email protected] New Version 10.0
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Page 1: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Power Analy$I$ Power Analy$I$ Maximizing Inve$tment Return$ Maximizing Inve$tment Return$ With Your ComputerWith Your Computer

Developed by: James F. Little, MBA, CCIMwww.1031.com [email protected]

New Version 10.0

Page 2: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

The following screen shots are a few samples of Power Analy$I$ utilities. As in the program, the blue numbers represent user inputs.

IntroductionIntroduction

New Version 10.0

Page 3: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

NewNew easyeasy--toto--use use NOI CalculatorsNOI Calculators add convenience and add convenience and facilitate quick comparisons in the facilitate quick comparisons in the SideSide--byby--SideSide programprogram

Page 4: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

TheThe New Power Analy$i$ Preliminary New Power Analy$i$ Preliminary SideSide--byby--Side Comparison Side Comparison allows instant allows instant comparisons of different types of comparisons of different types of investments.investments.

Page 5: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

In the following example, an investment in stock is compared to In the following example, an investment in stock is compared to several types of real estate investments.several types of real estate investments.

Page 6: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

In the following example, the clientIn the following example, the client’’s present office property is s present office property is compared to several alternative real estate investments.compared to several alternative real estate investments.

Page 7: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

The Annual Property Operating Data Potential Rental Income The Annual Property Operating Data Potential Rental Income worksheet makes the calculation of Rental Income a worksheet makes the calculation of Rental Income a ““snap.snap.””

Page 8: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

The Annual Property Operating Data Potential Rental Income The Annual Property Operating Data Potential Rental Income ““SQFTSQFT”” worksheet makes the calculation of Rental Income a worksheet makes the calculation of Rental Income a ““snap.snap.””

Page 9: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Operating Statement Operating Statement –– Existing & Existing & Potential FinancingPotential Financing

This is the top portion of the Annual Property Operating Data worksheet. The rest of the APOD appears on the next page.

Page 10: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Income and Expense StatementIncome and Expense Statement

This is the bottom portion of the Annual Property Operating Data worksheet.

Page 11: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Finally . . . An investment program Finally . . . An investment program that allows you to quickly that allows you to quickly

determine the value, determine the value, ““CapCap”” rate, rate, ““CashCash--onon--CashCash”” return and more!return and more!

Page 12: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Use the Ratios Worksheet to Quickly Use the Ratios Worksheet to Quickly Estimate Value and Returns.Estimate Value and Returns.

Page 13: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Use Power Analy$i$ to Determine PotentialUse Power Analy$i$ to Determine PotentialFinancing With LendersFinancing With Lenders’’ DCRs or DCRs or

““BackBack--IntoInto”” Price at a Desired LTV Ratio!Price at a Desired LTV Ratio!

Page 14: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

NewNew MultiMulti--Year Annual Property Operating DataYear Annual Property Operating DataExpense Reimbursement WorksheetExpense Reimbursement Worksheet

Page 15: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

NewNew MultiMulti--Year Annual Property Operating Data Year Annual Property Operating Data Statement With Statement With Expense ReimbursementsExpense Reimbursements

Page 16: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Power Analy$i$ Now Includes Power Analy$i$ Now Includes New New ““BlendedBlended””Rent Rate and Leasing Fee CalculatorsRent Rate and Leasing Fee Calculators

Page 17: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

New New ““WeightedWeighted”” Tenant Improvement (Tenant Improvement (““TITI””) Calculators) Calculators

Page 18: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Determine Investment Base & Financing Determine Investment Base & Financing Using a Given Loan Amount, LTV or DCR!Using a Given Loan Amount, LTV or DCR!

Page 19: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Computes Taxable Income With Passive Computes Taxable Income With Passive Losses Suspended or Allowed.Losses Suspended or Allowed.

New Overall Tax Rate Calculator

Page 20: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Computes Before & AfterComputes Before & After--Tax Cash Flow.Tax Cash Flow.

This is the bottom portion of the “Investment Analysis” worksheet.

Page 21: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

A New A New ““Value @ End of Year Value @ End of Year Based Upon Assumed Sale Based Upon Assumed Sale

‘‘CapCap’’ Plus Plus ‘‘TaxTax’’ RateRate”” scenario scenario has been added to the Projection has been added to the Projection of Sales Price worksheet along of Sales Price worksheet along

with handy buttons to select your with handy buttons to select your preferred method.preferred method.

Page 22: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Power Analy$i$ Provides a Clear Basis For the Power Analy$i$ Provides a Clear Basis For the Projection of a Future Sales Price.Projection of a Future Sales Price.

Page 23: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Power Analy$I$ Computes Before & Power Analy$I$ Computes Before & AfterAfter--Tax IRR, Profit, & Net Present Value.Tax IRR, Profit, & Net Present Value.

Page 24: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

A Powerful Feature . . .A Powerful Feature . . .The Ability to Determine the Cash Required and The Ability to Determine the Cash Required and

Purchase Price at Your Target Yield!Purchase Price at Your Target Yield!

Page 25: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Expense ChartExpense Chart

Page 26: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Cash Flow ChartsCash Flow Charts

Page 27: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Investment Yield ReturnsInvestment Yield Returns

Page 28: 1031-Exchange - Power Analy$I$ Maximizing …Power Analy$I$ Maximizing Inve$tment Return$ With Your Computer Developed by: James F. Little, MBA, CCIM The following screen shots are

Copyright 2006 -- James F. Little, MBA, CCIM -- All Rights Reserved

Power Analy$i$ HighlightsPower Analy$i$ HighlightsNew Comprehensive Manual With Detailed Step-by-Step Case Studies

Minimal User Input -- Easy Data Entry on Actual Forms

Important Cells Are Annotated – Key Assumptions Are Explained

New Power Analy$I$ Preliminary Side-by-Side Comparison Program

State-of-the-Art Financing -- Handles ARM and Other Complex Loans

New Rent, Leasing Fee, & Tenant Improvement Calculators

Custom Debt Coverage & Loan-to-Value Ratio Calculator

3, 5, 7 and 10-Year Cash Flow Analysis & Sale Forecast

Powerful Features – NPV, IRR, MIRR

Easily Customizable Due to its Microsoft Excel™ Operation

Easy Printing of Worksheets, Graphs & Reports


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