Real Estate Investment Analysis
Professional Edition
New Features in Version 17
- Tax Calculations: There have been significant tax changes for 2013, including a higher capital gain tax on some sales and the new so-called "medicare tax." We could have made your data input here as complicated as filling out your tax return, but instead we've tried to keep it simple. Enter your best estimate for your ordinary and capital gain rates (we give you a pop-up table of brackets to help you decide). If it looks like the subject property will generate enough income by itself to push you beyond your estimated brackets, we'll display an alert.
- Less Taxes, Better Internationalization: Frustrated with the growing complexity and uncertainty of the tax code and prefer to make their pro forma analyses of potential investments on a pre-tax basis? If that's your preference too, then you'll appreciate this new feature: With a simple check-box you can tell the program to suppress all mention of U.S. taxes from your worksheets and reports. Combine this with the existing options for international currency symbols and units of measure to analyze a property in any country.
- Waterfall Calculations: In the Partnership Analysis you now have the option to select up to four tiers each for the distribution of cash flows and sale proceeds. The program will help you keep your range entries properly sequenced. This is just one of a number of advanced features that you typically find only in programs costing many times the price of REIA. View screenshot
- Individual Pass-Through Bases: In the Commercial Income module you can now define the base amount for pass-throughs on a tenant-by-tenant basis.
- Tenant Improvements in Wizards: TI are now included in the "new unit" and "rollover" wizards. See it
- More Key Metrics: Now you can see all of the key metrics for your analysis on the Decision Maker worksheet. One-stop shopping for what you need to know. View screenshot
- Lease vs. Buy: We've given the Lease vs. Buy Analysis a complete makeover. The analysis has a new look, and also provides a new summary cash flow and resale report designed from the point of view of an investor who is an owner-occupant.
- Didn't Upgrade to Version 16? Then you've been missing the Decision-Maker stress-test module; new worksheets for self-storage, hotel and continuing-care retirement; detailed capital improvements worksheet and report; and more.
New Features in version 16
Highlights
- Decision Maker - Build your analysis then adjust all key input variables from a single worksheet. See how the deal performs by tweaking your inputs.
- Detailed Capital Improvements - Itemize capital improvements with up to 28 line items per year or use our traditional single line item entry.
- Import Utility - Grab your data from a version 15 file or previous build of version 16 in just one click.
- Detailed Closing Costs - optionally itemize up to 12 different closing costs.
- Improvements to reports including Cash-on-Cash for partnership
- IRR and MIRR added to Potential Deal-killer Highlighting
- Four new income worksheets including property-specific income sheets for 3 new property types including continuing care and self storage.
New Features in version 15
Highlights
- Presentation -- Brand your reports with your company logo or personal photo. Add property photos to your presentations with just a click.
- Globalization -- Choose Canadian-style loan calcs, international currency symbols and metric measures
- Analysis -- Use our new "alert" feature to warn you of potential bad karma in your deal -- for example, inadequate debt coverage.
New Features in version 14
Highlights
- Entirely New Look and Feel – new color schema, clearer highlighting of data entry cells, clearer division of sections within program
- Completely revised and improved central print dialog – print any and all reports from one easy to use form!
- New Quick Analysis mode
- Revised Basic (residential) and Advanced (Commercial) income worksheets – more options, faster, efficient data entry. Now includes commercial rollover and new-unit wizards.
- Revised financing section with new loan options
- Expanded Partnership Analysis with features not found on any competing product in its class
- New reports include Executive Summary, Loan Amortization and Quick Analysis
- Completely revised macro code – over 10,000 lines of custom programming rewritten for speed, efficiency, and error-trapping
- Optional add-on product for Comparison Analysis
- Optional add-on product for Portfolio Analysis
In Detail
- Entirely New Look and Feel – new color schema, clearer highlighting of data entry cells, clearer division of sections within program. Bold changes define a new era in property analysis while retaining familiarity for users of previous versions.
- Revised financing section with new options:
- Negative amortization loans
- Variable rate for interest-only loans
- Interest-only loans that convert to amortized
- Refinance in any month
- Override the monthly loan calculation in any year
- Redesigned Welcome worksheet:
- Fast access to user guide, online help, and knowledgebase
- Test status of macros
- Test install status of pdf printer
- Utility checks to see if an update to the program is available.
- New Basic Income Worksheet. Replaces the Residential Income worksheet in version 12 and provides the fastest possible income analysis for either residential or commercial tenants.
- Adjust rental increases for each tenant in each year individually or globally
- Set unit of measure for income individually or globally
- Adjust rental increases for each tenant in each year individually or globally
- Completely Redesigned Commercial Income Worksheet
- Enter data with ease using our Add New Unit Wizard and Tenant Rollover Wizard
- Customize the percentage of pass-through income to each tenant
- Add comments about each tenant or lease
- Enter data with ease using our Add New Unit Wizard and Tenant Rollover Wizard
- New Quick Start Guide, Quick Help and Cell Notes. Find answers to your questions quickly and easily. We have greatly expanded the information available right within the software. New Quick Help buttons on each data-entry worksheet provide basic information; get further details in cell notes or the user guide.
- Partnership Analysis now includes features not found in competing products:
- Can now handle multiple partners
- Separate reports for individual partners, all from single print dialog
- New option for compound preferred return
- New option for treatment of refinance as a capital event
- Greater articulation of capital accounts and partner allocations
- Can now handle multiple partners
- Revised and Improved Print Dialog
- Easy checkbox selection of any combination of reports – one or all
- Combine reports into a single PDF file
- Print options display conditionally based on the reports you select
- Options to print in black/white or color and number of copies
- Select the number of years to print
- Choose to print one or more commercial unit income details
- Choose to print partnership reports by one or any combination of partners.
- Direct printing to any printer or the included RealData PDF printer.
- Easy checkbox selection of any combination of reports – one or all
- Loan Amortization Report
- This report is new to version 14
- Displays amortization table for each loan in project, even those with multiple rate changes
- This report is new to version 14
- Fully compatible with Windows Vista and Excel 2007.
- PDF print driver works in Vista, XP, Win 2000 and Win 9x
- Program works with Excel 2000, 2002, 2003 aka XP and 2007
- PDF print driver works in Vista, XP, Win 2000 and Win 9x
- New Quick Analysis Mode
- Complete a full “first pass” analysis of a property on one worksheet in 10 minutes or less
- Save time and decide if the property merits a more in-depth analysis
- Toggle quickly between Quick Analysis and Detailed Analysis modes
- Complete a full “first pass” analysis of a property on one worksheet in 10 minutes or less
- Goal Seek – We were not satisfied with Excel's Goal Seek so we wrote our own function for improved speed and reliability.
- Optional Portfolio Analysis Add-On
- Gather data from any number of REIA v14 analyses to view as a portfolio
- Calculates portfolio NOI, CFBT, Before-tax proceeds
- Calculates portfolio IRR and MIRR
- Calculates portfolio PV and equity
- Prints 3 reports: Property List, Overview and Cash Flow / Resale
- Gather data from any number of REIA v14 analyses to view as a portfolio
- Optional Comparison Analysis Add-On
- Gathers data from any number of REIA v14 analyses of a single property
- Creates summary report which shows side by side comparison of property data
- Report summarizes purchase price, cash investment, cash-on-cash return, estimated resale value, before- and after-tax IRR, MIRR and Capital Accumulation (CpA) and PV.
- Superior to basic sensitivity analysis: allows you to modify multiple parameters in each analysis
- Gathers data from any number of REIA v14 analyses of a single property
- Error Trapping, and Data Entry Highlighting. In many areas of the program, you will get a warning if your data entry is inappropriate. Expense pass-throughs are displayed with a colored background if activated.
- RealData Ribbon for Excel 2007
- REIA v14 automatically detects the version of Excel you are using and displays a version-compatible menu.
- Legacy menu displays for Excel 2000 – Excel 2003 users.
- REIA v14 automatically detects the version of Excel you are using and displays a version-compatible menu.
- Expand your REIA analysis with greater ease. Version 14 allows you to add, edit and delete new worksheets on which you can perform your own calculations.
- Add, Delete and Rename options added to RealData Menu under User Worksheets subheading
- Add, Delete and Rename options added to RealData Menu under User Worksheets subheading
- New version 3 of the PDF Print Driver
- Compatible with Vista and Excel 2007
- Optionally combine several or all reports into one PDF file
- Compatible with Vista and Excel 2007
- New Display Options
- Display or hide report-only worksheets so you can focus on data-entry when you need to
- Toggle back and forth between Quick Analysis and Detailed Analysis modes
- Display or hide report-only worksheets so you can focus on data-entry when you need to
- New Advanced Features Worksheet.
- New Option for Monthly Override of Loan Payment now possible for each year
- Historic Rehab Tax Credit
- New Option for Monthly Override of Loan Payment now possible for each year
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