Personal Financial Statement and Real Estate Portfolio Presentation
- Tab 1 - Income Statement Analysis
- Calculates monthly budget before discretionary expenses
- Automatically incorporates 20 real estate investments from the real estate portfolio presentation
- Tab 2 - Balance Sheet Analysis
- Tab 3 -Cash Projection and Purchasing Power Analysis
- Calculates debt to income (DTI) ratio, adequate emergency fund, Housing ratio 1 & 2 (Banks look at this), Debt to Asset ratio, and Savings rate
- Calculates the savings projection for the next five years with annual adjustments
- Calculates the purchasing power with the amount of savings you have
- Tab 4-20
- Summarizes the finances from up to 20 real estate properties
- Calculates the actual cash flow (that banks are interested in) before taxes, depreciation, and amortization for each portfolio
