ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Template: Investment Property Analysis SpreadsheetFill in ALL blue boxes
2
Disclamer: You are responsible for making sure your numbers are correct. Jennifer Corrigan takes no responsibility for the accuracy of your numbers.
3
4
Property Address:
5
Asking Price:
1 - Fill in asking price
6
Current Annual Yield:
#DIV/0!
This will auto-fill once numbers are populated
7
8
AnnuallyMonthly
9
Monthly Rent: $ -
2 - Fill in projected monthly rent
10
Taxes(202X) $ -
3 - Fill in annual taxes (find on Realtor.ca or the proforma)
11
Insurance: $ -
4 - Fill in estimated annual insurance
12
Property Mgmt: $ - $ - 10%
5 - Fill in Prop. Mgmt. percentage (usually 10%)
13
Vacancy Allowance:
 $ - $ - 8%
6 - Fill in vacancy allowance percentage (usually 4-8%)
14
Repairs & Maint.: $ - $ - 8%
7 - Fill in R & M percentage (usually 3-8%)
15
Other: $ -
8 - Other Misc. expenses if applicable
16
17
Total Expense:
 $ - $ -
9 - Fill in mortgage interest rate in cell B26
18
10 - Fill in Property Transfer Tax (BC Only) in cell C29
19
11 - Check Below for Expected Cashflow in cell G36
20
Property Details
21
ParkingChattels
(i.e. dishwasher, washer, dryer, fridge and stove)
22
Bedrooms3Year BuiltSq. Ft.
23
24
25
New Financing LTV:
%Loan Amount
26
0.85.25%$0.00
Click here for Mortgage Calculator
insert mortgage payment from mortgage calculator
27
28
Approximate Estimates of Cash Needed to Close
29
Property Transfer Tax (BC)
 $ 10,980.00
PTT: 1% up to $200K, 2% on $200K - $2M, 3% on $2M+
30
Legal $ 1,600.00
31
Appraisal $ 400.00
32
Inspection $ 500.00
33
Other $ -
34
3 Month Reserve $ -
35
Down Payment $ -
36
Total Cash to Close
 $ 13,480.00 Cash Flow$0.00
37
38
39
*You as the Investor must verify all amounts
40
*Please consult with Real Estate Professionals to confirm details
41
*No warranties or guarantees apply
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100