Personal Financial Statement and Real Estate Portfolio Presentation

June 24, 2025
32.45 MB

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
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