Get Property Analysis Data Checklist Form - Realdata Software

This guide offers step-by-step instructions for completing the Property Analysis Data Checklist Form using RealData Software online. Whether you are new to real estate analysis or have experience, this comprehensive resource will help you accurately fill out the necessary information.

Follow the steps to complete your Property Analysis Data checklist effectively.

1. Click the ‘Get Form’ button to access the form and open it in your editor.
2. Enter the property name in the designated field to identify the real estate asset.
3. Select the property type (e.g., apartment complex, office building, retail) from the options provided.
4. Indicate whether the property is residential or nonresidential, as this affects depreciation.
5. Fill in the location of the property, ensuring to include both the street address and city, state, and ZIP code.
6. Specify the month and year when the analysis is set to begin to ensure proper calculation of projections.
7. Provide the name of the investor as it should appear in reports.
8. Enter the name of the person preparing the report for tracking and communication purposes.
9. Input details regarding the first mortgage, including the amount, term in months, points paid, and starting interest rate.
10. If applicable, enter information for a second mortgage, including the amount and starting interest rate.
11. Detail the first year gross scheduled rental income, including any expected annual increase.
12. Fill out the anticipated vacancy and credit loss allowance percentage and the amount for first-year operating expenses.
13. Indicate the expected annual increase in operating expenses for years 2-20.
14. Input the purchase price of the property along with the closing costs incurred.
15. Specify the expected holding period for the property in years.
16. Enter the cost of sale as a percentage of the selling price.
17. Estimate the resale price based on capitalization or appreciation rates.
18. Determine the depreciable amount for the property, focusing only on the building's value.
19. Provide the investor's marginal tax bracket and adjusted gross income for financial assessments.
20. Enter data regarding funded reserves and capital improvements planned over the property’s ownership.
21. Review all the entered information to ensure accuracy before submitting.
22. Once completed, save your changes, then download, print, or share the form as needed.

Start completing your Property Analysis Data Checklist online today and enhance your real estate investment strategy.