Investit Software. Investor Pro & Express Projection Wizard Video Tutorial Manual. August 2011
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1 Investit Software Investor Pro & Express Projection Wizard Video Tutorial Manual August 2011 Neil Osborne M.B.A. DL. (604) Investit Software Inc. Toll free North Vancouver BC Canada V7P 2R5 Copyright 2011 Neil Osborne All rights reserved 1
2 PROJECTION WIZARD. VIDEO TUTORIAL EXAMPLES This manual should be used while watching the Investor Pro video tutorial Using Projection Wizard. The video shows how to use Projection Wizard in: 1. Yearly templates. Yearly projections of revenues and expenses 2. Monthly templates. Monthly projections of revenues and expenses This manual shows: 1. The expenses and revenue entries and projections being entered in Projection Wizard 2. The entries in Projection Wizard INVESTOR PRO. YEARLY PROJECTIONS EXAMPLES The Projection Wizard video shows how to enter the following yearly expenses and revenues using Projection Wizard. Expenses Property Taxes: $25,000 per year increasing at 3.00% per year compounding Insurance: $18,000 per year increasing at 3.00% per year compounding for 3 years then 5.00% Maintenance: $1,200 per month increasing at 3.00% per year compounding Utilities: $3,500 per month increasing at 2.00% compounding for two years then 4.50% Property Management: 5.00% Leasing Fee: Year 2 $12,000 (Exclude from the Net Operating Income) Revenues Office Area Base Rent: $20 psf per yr for five years. At the end of the first 5 years the rent is increased by 3.00% compounding for 5 years and then constant for the remaining time period Free Rent: Year 1. First two months (17%) Recoverable Expenses: $6.00 psf per yr increasing at 3.50% per year compounding Apartments Rent: $850 per month increasing at 4.00% per yr compounding Parking: 50 spaces $30 per space per month increasing at 4.00% per year compounding 2
3 Projection Wizard Yearly Template The yearly template used in the video is Invest Mixed Use Yearly which is opened from the Investit Template List as shown below. 3
4 . Yearly Examples Expense Projections Property Taxes: $25,000 per year increasing at 3.00% per year compounding If you click on the Projection Description button you can check your projection. 4
5 Insurance: $18,000 per year increasing at 3.00% per year compounding for 3 years then 5.00% Maintenance: $1,200 per month increasing at 3.00% per year compounding 5
6 Utilities: $3,500 per month increasing at 2.00% compounding for two years then 4.50% per year compounding. Property Management: 5.00% of Effective Gross Income 6
7 Leasing Fee: Year 2 $12,000 (Exclude from the Net Operating Income) 7
8 Revenue Projections The revenue projections are: Office Area Base Rent: $20 psf per yr for five years. At the end of the first 5 years the rent is increased by 3.00% compounding for 5 years and then constant for the remaining time period Free Rent: Year 1. First two months (17%) Recoverable Expenses: $6.00 psf per yr increasing at 3.50% per year compounding Apartments Rent: $850 per month increasing at 4.00% per yr compounding Parking: 50 spaces $30 per space per month increasing at 4.00% per year compounding 8
9 Revenue Projections. Office Area Base Rent: $20 psf per yr for five years. At the end of the first 5 years the rent is increased by 3.00% compounding for 5 years and then constant for the remaining time period. 9
10 Free Rent: Year 1. First two months (17% of the yearly rent) Enter directly in the Revenue Grid Recoverable Expenses: $6.00 psf per yr increasing at 3.50% per year compounding 10
11 Revenue Projections. Apartments Rent: $850 per month increasing at 4.00% per yr compounding Parking: 50 spaces $30 per space per month increasing at 4.00% per year compounding 11
12 Income & Expense Statement Income & Expense Graph 12
13 Projection Description Report You can print the Projections Descriptions to check that your entries and projections in Projection Wizard are correct.. 13
14 INVESTOR PRO. MONTHLY PROJECTIONS EXAMPLES The Projection Wizard video shows how to enter the following monthly expenses and revenues using Projection Wizard. Expenses Property Taxes: Year 1 June $35,000 Increasing at 3.00% compounding per year for 4 years then 4.00% Insurance: Year 1 Jan $20,000 increasing at 5.00% per year compounding Maintenance: $600 per month for year 1 then increasing at 4.00% per year compounding Property Management: 4.00% of Effective Gross Income Snow Removal: Year 1 Jan $7,000, Feb $5,000 Dec: $6,000 increasing at 3.00% per year compounding Leasing Fee: Year 5 Aug $30,000 Revenues Tenant 1: Rentable Area 25,000 Sq. Ft Base Rent: $9.00 psf per yr for 1 year and 5 months. Increased to $11 psf per year for five years then $13 psf per yr. Recoverable Expenses $3.00 psf per yr increasing at 3.00% per year compounding Tenant 2. Current tenant. Rentable Area 15,000 Sq. Ft Base Rent $10.00 psf per yr for 1 year and 4 months. Next 3 years: Rent increase 6.00% based on the previous rent of $10.00 psf. per yr. Tenant moves out at the end of the three years and it will take 3 months to re-rent the space. Tenant 2. New tenant Base Rent: Re-rented starting Year 5 Aug for $12 psf per yr for five years followed by another five years based on a 4.00% compounding increase per year. Free Rent: Two months. Year 5 Aug & Sept. Recoverable Expenses $3.00 psf per yr increasing at 3.00% per year compounding. 14
15 Projection Wizard Monthly Template The monthly template used in the video is Invest Indust +Rent Roll & Cat Monthly which is opened from the Investit Templates List as shown below. 15
16 . Monthly Examples Expense projections Property Taxes: Year 1 June $35,000 Increasing at 3.00% compounding per year for 4 years then 4.00% Use Paid Every 12 Months Insurance: Year 1 Jan $20,000 increasing at 5.00% per year compounding Use Paid Every 12 Months 16
17 Maintenance: $600 per month for year 1 then increasing at 4.00% per year compounding Use Paid Monthly for 12 Months Property Management: 4.00% of Effective Gross Income Use Paid Monthly for 12 Months 17
18 Snow Removal: Year 1 Jan $7,000, Feb $5,000 Dec $6,000 increasing at 3.00% per year compounding Select Project Entry Using Enter Year by the Month option. 18
19 Leasing Fee: Year 5 Aug $30,000 Select Project Entry Using Single Entry option 19
20 Revenue projections Tenant 1: Rentable Area 25,000 Sq. Ft Base Rent: $9.00 psf per yr for 1 year and 5 months. Increased to $11 psf per year for five years then $13 psf per yr Select Project Entry Using Stepped Projection Lease option. 20
21 Recoverable Expenses: $3.00 psf per yr increasing at 3.00% per year compounding Select Paid Monthly for 12 Months Projection Wizards Entries 21
22 Tenant 2. Rentable Area 15,000 Sq. Ft Base Rent $10.00 psf per yr for 1 year and 4 months. Next 3 years: Rent increase 6.00% based on the previous rent. Tenant moves out at the end of the three years. The estimate is that it will take 3 months to rent the vacated space. Re-rented starting Year 5 Aug for $12 psf per yr for five years followed by another five years based on a 4.00% compounding increase per year.. Select Project Entry Using Stepped Projection Lease option. Existing Tenant Projection Wizards Entries 22
23 Tenant moves out at the end of the three years. Takes 3 months to rent the vacated space. New tenant starts Year 5 Aug for $12 psf per yr for five years followed by another five years based on a 4.00% compounding increase per year.. 23
24 24
25 Free Rent: Two months. Year 5 Aug & Sept. Select Project Entry Using Single Entry. No Proj. option. Recoverable Expenses: $3.00 psf per yr increasing at 3.00% per year compounding Use Paid Monthly for 12 Months 25
26 Income & Expense Statement and Graph 26
27 Projection Description Report You can print the Projections Descriptions to check that your entries and projections in Projection Wizard are correct.. 27
28 Correcting mistakes in the Projection Wizard Often the quickest way to correct a mistake is to: 1. Delete the projection and 2. Re-enter the projection Example: In the following projection I need to change the Time Period from 3 to 5 years button and then re- Rather than trying to figure out the options it is often faster to click on the enter the projection. 28
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