At a Glance
This client needed to put together a readable and accurate pro forma financial statement and analysis that could be easily understood.
Challenges
This client needed the ability to show potential investors projected returns, financial analysis, and differing scenarios, on a real estate investment. We had to show a detailed and accurate pro-forma that stands up to questions and scrutiny while also allowing investors of differing levels of financial literacy to understand the investment.
The Solution
We worked with the client to put together a pro forma that showed the details of ten properties while also creating a dashboard that provided a summary of the portfolio. We used Excel to code spreadsheets which made it easier to explore the different financial scenarios, such as varying interest rates, without breaking the report.
