Investor Analyst Tools

Direct Technical Assistance

Support for a cleaner underwriting workflow.

Have a question about opening the model, replacing sample assumptions, understanding protected sheets, or reviewing an output? Send a concise description and the step where you are stuck.

Resolution Protocol

Before sending your request

Speed up resolution by verifying the core troubleshooting details in advance:

01

Confirm your spreadsheet application (Excel desktop, Web, or Google Sheets).

02

Note the exact sheet name and cell coordinates of the issue.

03

Describe the expected result versus the actual observed calculation.

04

Include the exact visible error message (#VALUE!, #REF!, etc.) without private data.

Clean technical support desk with laptop displaying a rental underwriting workbook and a written troubleshooting checklist.

Structured Underwriting Diagnostics

Built for rapid triage across Excel and Google Sheets environments

Knowledge Base & Compatibility

Setup questions.

Environment

01 / 04

Can I use Google Sheets?

Yes. The master file is supplied in .xlsx format and optimized for immediate Google Sheets import. Review imported formatting and formulas in your own environment before relying on results.

Tested in Google Sheets & Microsoft Excel 365

Structure

02 / 04

Why are some sheets locked?

Core operational sheets are protected by default to reduce accidental cell deletions and formula breakage. Use the designated input areas for assumptions.

Formula integrity safeguard enabled

Data Flow

03 / 04

What should I replace first?

Replace all fictional sample assumptions with verified subject-property data, market evidence, and actual financing terms.

Start with the Assumptions input sheet

Efficiency

04 / 04

How quickly can I begin?

The interactive guide is designed to move a user with prepared property data from entry to an initial underwriting review in under five minutes; actual time varies with data quality and experience.

Streamlined 5-step rapid setup

✓

Ready to configure your analysis file?

Follow the step-by-step walkthrough to unpack formulas, tab structures, and run tests.

Diagnostic Framework

Interpreting the dashboard responsibly.

The dashboard organizes model outputs; it does not validate whether your assumptions are accurate or whether an investment is suitable for you.

Symptom A

Cash Flow

Unexpected cash flow

Recheck rent timing, vacancy, recurring expenses, reserves, and debt service.

Inspect timing curves

Symptom B

Coverage

Unexpected DSCR

Verify the NOI period and annual debt service inputs.

Check debt coverage ratio

Central Hub

Verify Assumptions

Every discrepancy stems from baseline inputs. Isolate formula logic from commercial assumptions before modifying calculation mechanics.

Validation Rules

•

Never hardcode within formula cells

•

Match loan amortisation periodicity

•

Test both bear and baseline cases

Symptom C

Disposition

Unexpected sale proceeds

Review appreciation, selling costs, hold period, and remaining loan balance.

Check terminal cap & fees

EXIT_ANALYSIS

Symptom D

Lender Match

Different lender result

Confirm metric definitions, treatment of reserves, and lender-specific underwriting conventions.

Reconcile conventions

DEBT_TERMS

Looking for detailed mathematical derivations for NOI, DSCR, IRR, and Cash-on-Cash formulas?

Pre-Underwriting Verification

Preflight check before you rely on an output.

Run this final verification routine before sharing outputs with partners, lenders, or investment committees.

Audit Sheet

7 mandatory checkpoints

Status: Ready for review

✓

01

Sample values have been replaced.

✓

02

Taxes and insurance reflect current local evidence.

✓

03

Vacancy and management assumptions fit the sub-market.

✓

04

Loan amount, rate, amortization, term, fees, and reserves match written terms.

✓

05

Repairs and capital needs have been reviewed separately.

✓

06

Downside and custom scenarios have been run.

✓

07

A qualified professional has been consulted where appropriate.

Model integrity check complete

100% verified checklist

Pinned Note

Safe Modeling Rule

Save a clean copy of the original model before making structural changes.

Keep pristine master archive (.xlsx)

Next Resources

Choose your next step.

Continue refining your investment analysis with documentation, core theory, or platform downloads.