The Excel Real Estate Valuation Tool is a software solution for Microsoft Excel that allows real estate investors to evaluate the economic merits of one or more real estate investments by calculating and analyzing expected cash flows.

The software can be used to evaluate a single real estate investment, but its real benefit is the ability to compare one property to another. Users of the software may customize the analysis based on their views on each property and on the overall real estate market.

Developed by CFA Charterholder.

• Save time by using a pre-designed template as a basis for your analysis.
• Reduce formula errors caused when practitioners try to build real estate valuation models from scratch. The calculations are already done for you. Simply enter the information requested by the model, tweak it to match your expectations on the direction of the overall market, and view the completed valuation.
• Save money by spending your time on running your business or analyzing the results of the real estate valuation rather than spending countless hours building a model from scratch.
• Evaluate stand-alone investment properties or compare one property to another.
• Model focuses on cash flows rather than subjective factors. This is very important when comparing one investment property to another.
• The model is fully-editable. Source code and calculations are not blocked or hidden behind passwords, as you may find in other companies' templates. Anyone with a basic knowledge of Excel can expand the capabilities of the model to fit their needs.
• The model is easy-to-use and flexible. Cells requiring input are clearly highlighted within the model. The practitioner has the ability to influence the valuation by changing key variables within the model.
• Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.

Input Area

Valuation and Comparison

• This software runs on any version of Microsoft Excel from 97-2007.
• All recent Microsoft operating systems are supported, including Windows 95, Windows 98, Windows 2000, Windows ME, Windows CE, Windows XP and Vista. Windows Mobile 5.0 and 6.0 are also supported, provided you have Microsoft Excel or Documents-To-Go installed on your mobile device.
• It is also fully-compatible with MAC OS and OS X. You must be running Excel 2004 or 2008 for Mac.

US$39.95 Real Estate Valuation Tool for Excel