Resources
Free tools, templates, and educational content to help you analyze deals with confidence and build institutional-quality underwriting skills.
Featured Tool
Multifamily Underwriting Model
XLSXOur flagship analysis tool for multifamily investors. Built with institutional-grade formulas across four integrated tabs: Instructions, Dashboard, Rent Roll, and Historicals. Plug in your deal assumptions and instantly see whether your acquisition or refinance pencils out.
- Built-in Deal Quality Assessment with STRONG / MARGINAL / WEAK verdict
- Auto-calculated LTV, DSCR, Cash-on-Cash, and Equity Multiple
- 100-unit Rent Roll with market rent gap analysis
- T12 Historicals and Year 1 Pro Forma with per-unit benchmarks
Additional Templates
Rent Roll Template
XLSXStandardized rent roll template for organizing unit-level data including current rents, market rents, lease expirations, and vacancy. Includes residential and commercial tabs with automatic occupancy tracking.
Download FreeLoan Comparison Worksheet
XLSXSide-by-side loan term comparison tool for evaluating multiple financing options. Compare rates, fees, prepayment penalties, and total cost of capital across different lenders.
Download FreeT12 Income & Expense Template
XLSXTrailing 12-month income and expense statement template for multifamily properties. Tracks gross rental income, operating expenses, net cash flow, and capital expenditures month by month with automatic totals.
Download FreeDue Diligence Checklist
XLSXInstitutional-grade borrower underwriting checklist covering loan application, property-level documents, borrower documents, and closing items. Organized by category with YES/NO/N/A status tracking and automatic Acquisition vs. Refinance logic.
Download FreeEducational Guides
How to Underwrite a Multifamily Deal
12 min readA step-by-step walkthrough of institutional underwriting methodology, covering revenue assumptions, expense analysis, capital reserves, and return calculations.
Understanding Multifamily Loan Programs
10 min readAn overview of the major multifamily financing programs including Fannie Mae, Freddie Mac, FHA, CMBS, bridge loans, and bank products. Learn which programs fit different deal profiles.
Cap Rates, NOI, and Valuation Fundamentals
8 min readMaster the core metrics that drive multifamily valuations. This guide breaks down how institutional investors evaluate properties and make investment decisions.
Navigating Your First Value-Add Deal
15 min readPractical guidance for executing a value-add business plan on a multifamily acquisition, including renovation budgeting, rent growth projections, and exit strategies.
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