Estimating Rental Property Return on Investment


Personalize with Name or Company Name


When it comes to having rental properties, the initial investment can be a large cost and over the years, you might want to know how well that investment is paying off?

With the new and improved Rental Analysis template – you’ll be able to see over time, how 1 property is performing, without the double data entry. 

This template includes a combination of 2 best selling templates: the Landlord Income and Expenses tracking template and the Investment Analysis template, which have been linked together – meaning you just enter data once, and it gets populated in both template pages. 

Gain insight into these key real estate investment metrics, both for estimating potential properties to invest in, as well as viewing actual data over a span of 5 years.  The metrics included are:

  • Capitalization Rate

  • Cash Flow and Cash on Cash return

  • Wealth accumulation or profit

  • Total Cash return

  • Depreciation estimates

  • Income Tax estimate

  • Total Income and Total Return

  • Operating Expense Ratio

  • Break Even Ratio

There are also additional graphs to show the key expense categories per year, as well as net and gross income per year, and how those amounts vary year to year.

The file works for 1 property over a period of 5 years, however you can save different versions of the file, one for each property, if you have more than 1 property.  

The file is set up to be simple to use –

•Green cells – where you enter your data, such as the property value
•Grey cells – these contain formulas that will calculate based on the data entered in the green cells

You will receive an Excel spreadsheet, along with PDF directions via email. Open office versions are available upon request.

*You do not have permission to distribute or re-sell the template, so please don’t do it.
*All templates come personalized with your name or company name, so please let me know if you have a preference.

To see more Rental Property related spreadsheet templates, click here. 

Thanks for visiting!