Resource Downloads
We have compiled the following free resources for you to download. All of these resources are Excel files. Return often for new downloads.
Monthly Amortization Schedule
Description: A monthly amortization schedule developed from simple loan assumptions. The worksheet also provides an annual summary of the monthly schedule.
download nowInterest Rate Conversion Calculator
Description: Calculates the effective annual interest rate based on the nominal annual interest rate and compounding interval per year.
download nowLoan Payments Worksheet
Using basic loan inputs, this worksheet returns the annual loan payment, remaining loan balance and the interest and principal paid to date. The annual returns are calculated based on a monthly amortization schedule.
download nowMaximum Rate
The intended use of this worksheet is to calculate the annual rates of return over a ten year period and determine the maximum return for a series of cap rates and assumptions. The "Maximum IRR" tab breaks the assumptions into two categories, Residual Value Assumptions and Financing Assumptions.
download nowOptimum Value Worksheet
A straightforward Excel worksheet that establishes the optimal value and hold period based on fundamental assumptions. Calculates the leveraged and unleveraged IRR using the optimal value, optimal hold period, and varying loan criteria. It also determines the purchase price and equity contribution for desired return thresholds.
download nowParking Income Estimator
A clear cut and easy to use Excel worksheet designed to estimate annual parking income as tenant leases expire and roll to market. This schedule provides income estimates for a 12 year range. Intended for corporate usage and not for public parking structures.
download nowValuation Matrix Worksheet
This standardized template is programmed to calculate valuation matrix tables for industry standard hold periods of 3 years, 5 years, 7 years and 10 years. This is a very user friendly spreadsheet requiring only minimal input.
download now