| Feature |
Professional
for Win |
Express
for Win |
Standard
for Mac |
| Excel-based model --- many areas customizable |
 |
 |
 |
| Financial Analysis --- Number of Years |
20 |
10 |
20 |
| Number of Individual Reports produced by the program |
19
Color or B/W |
20
Color or B/W |
19
Color or B/W |
| Choice of currency symbol and measurement (foot or meter) |
n/a |
 |
n/a |
| Choice of mortgage compounding method |
n/a |
 |
n/a |
| Residential / Basic Income Summary, up to 25 types of units x unlimited no. of units |
 |
 |
 |
| Commercial Unit-by-Unit Income Summary |
 |
n/a |
 |
| - Expense pass-throughs |
 |
|
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| - Tenant Improvements |
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|
 |
| - Leasing commissions |
 |
|
 |
| - Concessions and abatements |
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|
 |
| - Lease Notes / Comments |
 |
|
 |
| - Number of units |
1000+ |
|
1000+ |
| Rent Roll report |
 |
 |
 |
| Annual Property Operating Data |
 |
 |
 |
| Combine income from commercial & residential units |
 |
|
 |
| - Other (non-rent) income |
 |
 |
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| - Vacancy and Credit Loss |
 |
 |
 |
| - User-definable expense categories |
 |
 |
 |
| Cash Flow and Resale Analysis |
 |
 |
 |
| - Partial first year |
 |
 |
 |
| - Three loans plus refinance |
 |
 |
 |
| - Refinance in any month of any year |
 |
 |
 |
| - 1st, 2nd, 3rd mortgages can begin in any month of any year |
 |
 |
 |
| - 1st, 2nd, 3rd mortgages can be interest only |
 |
 |
 |
- 1st, 2nd, 3rd mortgages can be interest only with
variable rate each year |
 |
 |
 |
- 1st, 2nd, 3rd mortgages can be interest only
then convert to amortized loan |
 |
 |
 |
| - 1st, 2nd, 3rd mortgages can be assumed loans |
 |
 |
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| - 1st, 2nd, 3rd mortgages can have negative amortization |
 |
 |
 |
| - Override any loan payment in any year |
 |
|
 |
| - Capital improvements |
 |
 |
 |
| - Funded reserves |
 |
|
 |
| - User-defined application of reserve funds |
 |
|
 |
| - Amortization of points and closing costs |
 |
 |
 |
| - Passive-loss calculations |
 |
|
 |
| - Personal property |
 |
|
 |
| - Before- and after-tax cash flow calculations |
 |

Before-Tax Only |
 |
| - Resale estimated by cap rate, growth rate or GRM |
 |

|
 |
| - User-definable resale value in any year |
 |
|
 |
| - Historic rehab tax credit |
 |
|
 |
| - Complete before- and after-tax resale analysis |
 |

Before-Tax Only |
 |
| - Before- and after-tax cash IRR and MIRR calculations |
 |
|
 |
| - Present Value calculations |
 |
 |
 |
| Charts and Graphs |
 |
 |
 |
| Real Estate Business Plan presentation for clients |
 |
 |
 |
| Executive Summary presentation for clients |
|
 |
 |
| Partnership Analysis and Partnership Presentation |
GP/LP & LLC |
|
GP/LP only |
| Loan Amortization Report |
 |
 |
 |
| Quick Analysis |
 |
 |
 |
| Short term (two-year), month-by-month analysis |
|
 |
|
| Lease vs. Buy Analysis |
 |
|
 |
| Sensitivity Analysis |
 |
|
 |
| Optional Portfolio Analysis add-on |
 |
|
 |
| Optional Comparison Analysis add-on |
 |
|
 |
| Excel-based user work area (add/edit/delete your own worksheets) |
 |
 |
 |
| Report options: color or b/w, # years to print, # copies |
 |

|
 |
Print reports to Adobe Acrobat PDF format
(works with 32-bit hardware only; not currently available for 64-bit computers) |
 |

|
via CUPS
PDF |
| Menu-driven reports |
 |
 |
 |
| On-screen help in cell notes |
 |
 |
 |
| Free technical support - for users of current version |
 |
 |
 |
| Low cost upgrades |
 |
 |
 |
| Price |
$495 |
$159 |
$495 |