Purchase and Financing

Adding non-operating data to start calculating the return

Entering purchase and financing information allows the system to forecast additional metrics, calculate cash flow available for distribution and verify debt covenants. While this information is optional, it is required to calculate a return on the investment. Only operating reports will function when omitted.

Purchase information

The property purchase information is composed of the purchase date, purchase amount and any related closing costs.

Often you may be creating a model for a potential purchase where the exact price and date are unknown. Use estimates in this case. You can update the exact information at a later time once the transaction is complete.

Financing

Financing is independent of a property's operations. It only affects cash flows after net operating income.

Multiple loans can be entered to cover the purchase of the property and cash shortfalls. Select the loan type that matches your agreement and input the details. Input the most recent financing details. ReturnSuite will automatically adjust your loan balances and amortization schedules.

Use estimates for potential purchases where the exact financing details are unknown. You can update the exact financial details once the financing arrangements have been finalized.

Press continue to proceed to the final step in the quick start.