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All skills
Productivity

Underwrite a rental property

Cash flow, returns and the expenses most spreadsheets forget.

Fill it in

What you are looking at.

Financing, rent, and anything local you know.

Vacancy, capex reserve, management, turnover.

Your prompt

Underwrite [the listing].

Assumptions: [your assumptions]

Include the expenses that get left out, which is why most spreadsheets show a deal
that works: vacancy, a capital reserve, management even if you self-manage,
turnover costs, and maintenance at a realistic percentage rather than an
optimistic one. Those four turn a positive cash flow negative in a normal year.
Use the actual local numbers you can find for tax, insurance and rent, and label
the ones you had to estimate.

Report cash-on-cash, cap rate and the break-even occupancy. That last one is the
risk measure and nobody quotes it.

Say what would have to be true for this to work, and how likely that is.
Use Underwrite a rental propertyOpens with everything above already filled in.

Why this works

Most rental spreadsheets show a deal that works because they omit vacancy, a capital reserve, management and turnover. Those four turn a positive cash flow negative in a normal year. This includes them, and reports break-even occupancy, which is the risk measure nobody quotes.

More productivity skills

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Use Underwrite a rental property
Turn this into tasks
  • Weekly review
  • Decision brief
  • Build an investor deck