Real Estate Investment Analysis Template

Know your numbers before you make your move.

Most real estate deals don't fall apart at closing — they fall apart in a spreadsheet that was never built. Before you make an offer, you need to see the full cost picture: purchase costs, rehab, carrying costs, financing, selling fees, and what's actually left over at the end.

This template gives you that picture in one place designed for investors who are serious about making deals that actually pencil out.

WHAT THIS TEMPLATE DOES

The Real Estate Investment Analysis Template is a structured Excel workbook that walks you through every cost category involved in a real estate deal and calculates your projected profit, ROI, and average monthly return — so you know whether a deal is worth pursuing before you're under contract.

It handles two deal types:

• Flip & Resale — for properties you plan to rehab and sell

• Lot Development — for land you plan to subdivide and build out

  
  

And it lets you analyze up to 5 properties side by side, so you can compare deals and prioritize where to put your capital.

WHY THIS TEMPLATE IS DIFFERENT

A lot of real estate calculators give you a profit number. This one shows you how you get there — and where deals go wrong.

The template includes:

• A built-in contingency buffer on rehab and development costs, because projects run over. Your returns are modeled to hold up even when they do.

• Side-by-side property comparison across up to 5 deals so you can rank opportunities, not just evaluate them in isolation.

• Full carrying cost modeling — mortgage, taxes, insurance, utilities, HOA, and maintenance — because the cost of time is one of the most underestimated line items in any deal.

• Both deal types in one file — flip economics and development economics are modeled separately so the right math applies to your strategy.

WHAT YOU'LL WALK AWAY WITH

After entering your deal inputs, you'll know:

✔ Your total cash investment required

✔ Projected profit after all costs and selling fees

✔ ROI and return on cash invested

✔ Average profit per month (so you can pressure-test your holding period assumptions)

✔ Whether the deal is worth pursuing — before you spend a dollar

FINE PRINT (but worth reading)

This template is designed for deal analysis and investor decision-making. It is not a substitute for advice from a licensed real estate professional, attorney, or lender. All projections are based on the inputs you provide, your results depend on the accuracy of your assumptions.