Multifamily Underwriting & Investment Analysis
Analyze multifamily investments with institutional-grade underwriting and portfolio metrics
What You Can Do
Perform comprehensive financial analysis on multifamily acquisitions, from pro forma development to underwriting memoranda. Generate sensitivity analyses, cash flow projections, and investment metrics (IRR, CoC, NOI) that help you evaluate deal quality and portfolio performance. Create institutional-grade reports with rent rolls, expense breakdowns, and risk assessments for due diligence, lender presentations, or investor pitch decks.
Features
Build 5–10 year projections with revenue assumptions, operating expenses, capital expenditures, and NOI trending to forecast property cash flow performance.
Calculate IRR, cash-on-cash return, equity multiple, cap rate, debt service coverage ratio, and cash flow metrics to quantify deal returns.
Model impact of rate changes, occupancy shifts, and expense variations on returns with data tables showing how returns move with assumption changes.
Organize tenant data, project lease renewals, analyze unit type distribution, and identify pricing power and lease expiration risk.
Evaluate loan structures, refinancing options, prepayment penalties, and financing impact on DSCR and after-tax returns.
Identify key financial risks, stress test assumptions against market downturns, and model recession and occupancy loss scenarios.
Compare property metrics against market comps, peer portfolios, and investor return targets to assess deal merit.
Export professional underwriting memos with executive summaries, charts, tables, and lender-ready presentation formats.
Example Output
5-Year Pro Forma Summary
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|
| Potential Gross Income | $2,450,000 | $2,546,250 | $2,646,516 | $2,750,956 |
| Operating Expenses | $735,000 | $763,875 | $794,829 | $827,102 |
| NOI | $1,485,000 | $1,548,316 | $1,614,653 | $1,684,149 |
Key Investment Metrics
- Cap Rate: 4.95% (Year 1)
- Cash-on-Cash Return: 12.3% (Year 1)
- IRR: 18.7% (5-year hold)
- Equity Multiple: 2.15x
- DSCR: 1.24x
Sensitivity Analysis: IRR by Rent Growth & Occupancy
| Occupancy | 0% Growth | 2% Growth | 3% Growth |
|---|---|---|---|
| 92% | 15.2% | 16.8% | 17.9% |
| 95% | 16.4% | 18.7% | 19.8% |
| 98% | 17.6% | 20.1% | 21.4% |
What's Included
- Acquisition Analysis Framework: Standardized model for evaluating new deals with all key assumptions, valuation methods, and investment return scenarios.
- Cash Flow Projection Engine: Build detailed 5–10 year operating models with revenue escalation, expense management, and CapEx scheduling.
- Underwriting Metrics Suite: Complete set of investment performance calculations including IRR, cash-on-cash, equity multiple, cap rate, and DSCR.
- Sensitivity & Scenario Tools: Model impact of market shifts, rate changes, occupancy loss, and expense volatility on returns with dynamic tables.
- Rent Roll & Tenant Analysis: Track unit types, lease expirations by quarter, renewal economics, and below-market rent identification.
- Professional Report Templates: Pre-formatted underwriting memos, executive summaries, and lender packages ready for investment committee or bank presentations.
Who It's For
- Commercial Real Estate Investors
- Asset Managers & Portfolio Analysts
- Acquisition Managers & Deal Underwriters
- Multifamily Developers
- Lenders, Loan Servicers & Credit Analysts
Best For
- Pre-acquisition due diligence and deal underwriting
- Investment committee packages and lender presentations
- Portfolio performance tracking and quarterly reporting
- Refinance and disposition scenario modeling
- Investor pitch materials and LP fund performance analysis
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