Rental Property Deal Analyzer Bundle | Excel + Google Sheets + 12-Page Due Diligence Checklist

Evaluate a rental property with an Excel + Google Sheets deal analyzer and a 12-page printable purchase and due-diligence packet. This bundle adds tenant, property, document and closing worksheets to the spreadsheet sold separately. Use the workbook for estimated investment numbers and print the packet for handwritten research notes.

You’ll receive one ZIP file containing the Excel (.XLSX) Deal Analyzer, a 12-page printable PDF packet, and a PDF START HERE guide, plus a separate Google Sheets Access PDF with a clickable link to make your own editable template copy. Use software with strong Excel compatibility for the spreadsheet and replace its sample inputs with your own property figures.

The PDF is for printing and handwriting; it is not digitally fillable or editable. Software, printing, and a physical binder are not included. Instead of trying to keep property numbers, documents, questions, inspections, tenant information, and closing details scattered across different places, this bundle helps you organize the entire evaluation process.

Perfect for first-time rental property buyers, independent landlords, and experienced real estate investors. ━━━━━━━━━━━━━━━━━━ 📊 TOOL #1: RENTAL PROPERTY DEAL ANALYZER ━━━━━━━━━━━━━━━━━━ Enter your property information and automatically calculate important investment metrics. The spreadsheet includes:

• Deal Dashboard
• Property & Financing Inputs
• Rental Income Analysis for up to 4 units
• Operating Expense Calculator
• Rehab & Initial Investment Costs
• 12-Month Cash Flow Analysis
• Cash Flow Chart
• Automatic Calculations Automatically calculate:
• Monthly Rental Income
• Annual Rental Income
• Operating Expenses
• Net Operating Income (NOI)
• Estimated Mortgage Payment
• Annual Debt Service
• Monthly Cash Flow
• Annual Cash Flow
• Cap Rate
• Cash-on-Cash Return
• Debt Service Coverage Ratio (DSCR)
• Expense Ratio
• Break-Even Occupancy Simply replace the sample input values with the numbers for the property you’re evaluating. MODEL NOTES The 12-month cash flow uses the same assumptions each month. Management, repairs/maintenance and capital-expenditure reserve percentages apply to total income after vacancy, including other income. This model includes the capital-expenditure reserve allowance in operating expenses and NOI. Break-even occupancy adjusts income-based expenses as income changes and assumes rent and other income change proportionally. Above 100% means the model cannot break even at full occupancy. N/A means potential income is zero or negative, or income-based expense percentages total 100% or more. DSCR includes mortgage and other debt payments; it displays N/A with no debt. After Repair Value, Unit Count and Holding Period are reference-only fields that do not affect calculations. Enter rents in the four unit rent lines. No resale or multi-year return forecast is included. ━━━━━━━━━━━━━━━━━━ 📋 TOOL #2: 12-PAGE PURCHASE & DUE DILIGENCE PACKET ━━━━━━━━━━━━━━━━━━ Once you’ve reviewed the numbers, use the printable packet to organize the information you may want to investigate before purchasing the property. The packet includes:
• Purchase Offer Planning Worksheet
• Property & Deal Snapshot
• Rental Income & Expense Review
• Tenant & Lease Due Diligence
• Seller Document Request Checklist
• Property Inspection & Condition Checklist
• Contingency & Deadline Planning Worksheet
• Offer Comparison Worksheet
• Closing & Property Handoff Checklist
• Professional Contacts & Deal Notes
• How-to-Use Guide
• Important Disclaimer & Guidance ━━━━━━━━━━━━━━━━━━ 🔑

REVIEW THE RENTAL OPERATION

━━━━━━━━━━━━━━━━━━ For tenant-occupied properties, organize information including:

• Current tenants and occupancy
• Monthly rents
• Lease expiration dates
• Security deposits
• Outstanding balances
• Rent rolls
• Leases and addenda
• Payment history
• Utility responsibilities
• Parking and storage agreements
• Pending notices or disputes
• Rental licenses and registrations ━━━━━━━━━━━━━━━━━━ 🏠 REVIEW THE PROPERTY ━━━━━━━━━━━━━━━━━━ Use the included checklist to organize your review of areas such as:
• Roof and exterior
• Foundation
• Drainage
• Electrical
• Plumbing
• Heating and cooling
• Windows and doors
• Basement/crawlspace
• Attic and insulation
• Rental units
• Common areas
• Parking
• Appliances
• Smoke/CO alarms
• Water intrusion concerns
• Deferred maintenance The checklist is an organizational tool and does not replace a professional property inspection. ━━━━━━━━━━━━━━━━━━ ✨

GREAT FOR

━━━━━━━━━━━━━━━━━━

• First-time rental property buyers
• Independent landlords
• Real estate investors
• Property managers
• Single-family rental investors
• Duplex and small multi-family investors
• Buyers comparing multiple investment properties
• Investors evaluating tenant-occupied properties ━━━━━━━━━━━━━━━━━━ 📥 WHAT YOU WILL RECEIVE ━━━━━━━━━━━━━━━━━━ ONE ZIP FILE containing: ✓ Rental Property Deal Analyzer (.XLSX) ✓ 12-Page Rental Property Purchase & Due Diligence Packet (.PDF) ✓ START HERE Guide (.PDF) PLUS a separate Google Sheets Access PDF with template-copy link and setup instructions. This is a

DIGITAL DOWNLOAD

. No physical product will be mailed or shipped. ━━━━━━━━━━━━━━━━━━ 💻

HOW IT WORKS

━━━━━━━━━━━━━━━━━━ 1. Purchase the listing. 2. Download the ZIP file. 3. Open the START HERE guide. 4. Choose Excel or Google Sheets. For Excel, open the workbook from the ZIP. For Google Sheets, open the separate access PDF, sign in to Google, click Open Your Google Sheets Template, and choose Make a copy. Enter your property numbers in the blue input cells of your own copy. 5.

Review the automatically calculated results. 6. Print the Purchase & Due Diligence Packet. 7. Use the worksheets to organize your property research and professional discussions. 8. Save a separate spreadsheet and print a fresh packet for each property you evaluate.

PLEASE NOTE:

The Excel spreadsheet contains formulas and automatic calculations. For the best experience, use software with strong Microsoft Excel (.XLSX) compatibility. Features, formatting, charts, or calculations may function differently in other spreadsheet programs or versions. The PDF is a 12-page print-and-fill document with empty outline checkboxes and extra notes/contact writing space.

The income and expense worksheet uses monthly amounts throughout; divide annual property tax and insurance bills by 12. It is not an electronically editable or fillable PDF. ⚠️

IMPORTANT DISCLAIMER

This bundle is provided for general informational, educational, and organizational purposes only. The Purchase Offer Planning Worksheet is NOT an Offer to Purchase, Purchase Agreement, counteroffer, disclosure, addendum, amendment, or other legally binding real estate contract. It should not be used as a substitute for the appropriate real estate contract or form required for a particular transaction or jurisdiction.

Real estate contracts, disclosures, contingencies, earnest money requirements, deadlines, landlord-tenant requirements, security deposit transfers, rental regulations, and closing requirements vary by state and locality. Spreadsheet calculations are estimates based on the information entered. Actual income, expenses, financing costs, taxes, insurance, repairs, vacancy, property values, investment returns, and other results may differ.

Buyers should independently verify property information and obtain qualified professional guidance when appropriate. This product does not constitute legal, tax, accounting, financial, investment, lending, brokerage, inspection, or other professional advice. Simple Forms. Stronger Rentals.