Multifamily Underwriting Model & Investment Analysis Toolkit
Understand whether a multifamily deal truly works. Know what you can pay, how much you can borrow, and your projected returns.
A simple, professional, Excel-based underwriting and investment analysis toolkit designed specifically for multifamily investing. Evaluate acquisitions, financing, and pro formas with investor-grade accuracy.
Use promo code HOLIDAY30 at checkout for $30 off for a limited time.
The analysis toolkit is an Excel spreadsheet and PDF guide you can use today—and keep forever.
Not a Course. Not a Subscription. Not a Coaching Program.
Get to the numbers that matter most to your multifamily investment or acquisition in a matter of minutes: Potential and Effective Gross Income, Acquisition and Pro Forma NOI, Debt Yield, DSCR, Annual Debt Service, Net Effective Rent, Exit Value, Equity Multiple, and more!
No macros. No circular references. No jumping between endless input tabs.
Whether you're running the numbers on your first multifamily acquisition or comparing multiple opportunities, this toolkit helps you:
Underwrite multifamily properties quickly and accurately
Perform cap rate sensitivity analysis
Adjust occupancy, growth rates, financing, OpEx, and CapEx
Visualize monthly and annual cash flows
Compare KPIs, including unlevered vs. levered returns
Know what you can afford before making an offer
Try our DSCR calculator to quickly test loan feasibility.
You don’t need hours of videos, workshops, seminars, or an expensive masterclass to understand multifamily investments. It’s underwriting and cash flow modeling made simple and repeatable!
What’s In the Toolkit:
Step-by-Step PDF guide to define inputs, explain how certain calculations are done, and provide guidance on reasonability.
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Plug-and-Play Excel Model to have you underwriting multifamily real estate in minutes.
Questions about the bundle
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Then this is designed for you! All input fields are clearly labeled (blue), outputs are locked (black), and the accompanying guide walks you through each section—no advanced Excel skills needed. All inputs are located on a single tab.
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The guide provides definitions of the model’s inputs, how those inputs impact the cash flows and returns, and what’s considered reasonable or industry standard when it comes to multifamily investment analysis.
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The files will be delivered in a zip folder to the email address you provide at checkout.
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Then this will feel refreshingly efficient. The model isn’t trying to be a 1,000-input institutional tool. It’s designed so that the actual levers that move multifamily valuations and investor returns are the focus. Experienced users usually end up adopting this as their day-to-day underwriting model because it’s faster to use, easier to explain to partners, and simple to iterate when assumptions change. If you’re underwriting regularly, the time savings alone covers the cost almost immediately.
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Minor updates and patches are free for existing customers. Just submit your prior purchase details through the Support page and you’ll receive the latest version. Major upgrades (e.g., v1 → v2) are treated as new products and will require a new purchase.
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The model is intentionally simple and intuitive to level the playing field between Excel wizards and beginners. Most people are underwriting deals within 15–30 minutes. The guide is always available for you to reference.
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Not in this version. This model calculates total deal returns (levered and unlevered). A future package will include GP/LP waterfalls, preferred return structures, and promote tiers. So stay tuned!
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In general, yes. It is intended for investors analyzing and underwriting potential acquisitions, or evaluating the performance and modeling the exit scenarios of their existing assets. Future models will include these components. However, it would be a great model for a stabilized property’s performance.
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Yes. The layout is clean and professional. Many users share the summary outputs directly when discussing deals with lenders, brokers, partners, and LPs.
See how you can evaluate a real multifamily deal in minutes!
Don’t spend hundreds on institution-level models that are unwieldy and have more inputs than you’ll ever need. And definitely don’t spend thousands on courses or coaching.
For one flat price, you’ll receive a plug-and-play cash flow model and handy walkthrough guide, designed for intuitive use by anyone. Find out more here, or check out the YouTube channel for walkthroughs!
Use promo code HOLIDAY30 at checkout to get $30 off the Multifamily Analysis Toolkit for a limited time.