Best Value Complete Financial Planning Bundle
✓ Financial Planning✓ Net Worth Tracker✓ Monthly Budgeting✓ Travel Budget Planner✓ Annual Budgeting Planner✓ Monthly Expense Tracker✓ Annual Tax Planner✓ Retirement Planning
View Bundle →
View Bundles
Real Estate Bundle Save $24

Rental Property Analysis Spreadsheet Template for Excel & Google Sheets

Underwrite a single rental property end to end. Purchase financing, operating income and expenses, year 1 ratios, a 10-year projection, and a year-10 sale all roll into total return on cash invested. Built for Microsoft Excel and Google Sheets.

Rental Property Analysis Template Preview
Year 1 Cap Rate and CoC NOI divided by price gives cap rate; annual cash flow divided by cash in gives cash-on-cash. Both update from your inputs.
10-Year Annual Projection Rent grows by the rent-growth rate, fixed expenses by the expense-growth rate, and maintenance and management scale with rent.
Sale and Cumulative Return Year-10 sale at appreciation, less selling costs and loan balance, combined with cumulative cash flow and cash in for total ROI.
See Real Estate Bundle 3 templates included • $24 off

One-time purchase

Rental Property Analysis Spreadsheet

Everything in This Rental Analysis Spreadsheet

Rental Property Dashboard with KPIs
Dashboard

Underwriting at a Glance

Eight KPIs cover the deal end to end - cap rate, cash-on-cash, DSCR, monthly cash flow, cash in, net sale at year 10, total return, and ROI on cash. A status banner flags whether the deal cash-flows. Two charts plot 10-year cash flow and cumulative NOI.

  • Eight KPIs - cap, CoC, DSCR, monthly CF, cash in, sale, return, ROI
  • Status banner: cash-flowing or revisit assumptions
  • 10-year cash flow and cumulative NOI charts
Cap Rate NOI / purchase price
Cash-on-Cash annual CF / cash in
DSCR NOI / debt service
Monthly Cash Flow after mortgage
Purchase financing
Purchase

Price, Down Payment, and Loan

Set the purchase price, down payment percent, closing costs percent, interest rate, and term. The sheet calculates down payment, loan amount, cash in, and the monthly principal and interest via the standard amortization formula.

  • Price, DP %, closing %, rate, term
  • Auto cash in = down payment plus closing
  • Monthly P&I from amortization formula
Cash In DP plus closing costs
Loan Amount price minus down payment
Term and Rate drives the P&I
Monthly P&I standard amortization
Operating income and expenses
Operating

Income, Expenses, and NOI

Monthly rent and vacancy percent give effective rent. Property tax, insurance, HOA, and utilities are entered directly; maintenance and management scale as a percent of rent. Annual NOI equals effective rent minus all operating expenses.

  • Monthly rent, vacancy, taxes, insurance
  • Maintenance and management as percent of rent
  • Annual NOI = effective rent minus opex
Effective Rent rent times (1 - vacancy)
Operating Expenses six line items annualized
Annual NOI effective rent minus opex
Monthly CF NOI minus debt service
10-Year Annual Projection
10-Year Projection

Year-by-Year Cash Flow

Ten columns - one per year - showing rent, effective rent, operating expenses, NOI, debt service, and cash flow. Rent grows by your rent-growth rate, fixed expenses grow by the expense-growth rate, and maintenance and management scale with rent.

  • 10 years across, one column each
  • Rent and expenses grow independently
  • Cash flow row drives the dashboard chart
10-Year Horizon year 1 through year 10
Rent Growth compounded annually
Cash Flow Per Year NOI minus debt service
Cumulative NOI feeds the dashboard chart
Returns and sale at year 10
Returns

Yields, Sale, and Total Return

Year 1 yields - cap rate, cash-on-cash, gross rent multiplier, DSCR - sit at the top. Below, sale at year 10 nets out selling costs and the loan balance. Total return adds cumulative cash flow and subtracts cash in to give ROI on cash invested.

  • Cap, CoC, GRM, DSCR for year 1
  • Year-10 sale less costs and loan balance
  • Total ROI on cash in over the hold
Year 1 Yields cap, CoC, GRM, DSCR
Net Sale Y10 sale less costs less loan
Cumulative CF summed across 10 years
Total ROI return / cash in
Rental Property Settings
Settings

Set Your Assumptions

Settings holds your property name, currency, the hold years, and the three growth assumptions - rent growth, expense growth, and appreciation - plus the selling costs percent. Update once and the projection, returns, and dashboard all follow.

  • Property name, currency, hold years
  • Rent growth, expense growth, appreciation
  • Selling costs at sale
Property Info name and currency
Growth Rates rent and expenses
Appreciation drives sale price
Selling Costs percent of sale
Getting started with the Rental Property Analysis
Getting Started

Up and Running in 20 Minutes

Start on Settings for growth assumptions. Enter purchase details, then rent and operating expenses. The dashboard, 10-year projection, and returns sheet update from these inputs - no formulas to write.

  • Settings, then Purchase, then Operating
  • Dashboard, projection, returns update from inputs
  • 20-minute first underwriting
Your Way

Customizable & Flexible

Stress-test the deal. Raise vacancy, drop rent, change the interest rate, or shrink appreciation - the dashboard and returns update automatically. Works identically in Excel and Google Sheets.

  • Adjust rent, vacancy, or interest rate
  • Test appreciation and selling cost scenarios
  • Excel and Google Sheets compatible
Dashboard Overview
Setup Guide
Sample Data Included
Free Updates

Ready to take control of your finances?

Instant downloadLifetime accessFree updates forever

Set Up in 20 Minutes

How the Rental Analysis Works

1

Open in Excel or Google Sheets

Get instant access after purchase. Open in Microsoft Excel directly, or import into Google Sheets - no software to install, no add-ons.

2

Set Assumptions on Settings

Enter property name, currency, hold years, rent growth, expense growth, appreciation, and selling costs percent.

3

Enter Purchase and Operating

Price, down payment percent, rate, and term go on Purchase. Rent, vacancy, taxes, insurance, and management go on Operating.

4

Read the Dashboard

Cap rate, CoC, DSCR, monthly CF, net sale at year 10, and total ROI update from your inputs. Two charts plot the 10-year picture.

Customer Reviews

Used by Rental Investors Worldwide

"If I get half as good at handling my finances as you are at customer service, this'll be the best $26 I've spent lately."

J Jenny Verified Buyer

"Great tool! Simplifies financial planning without the hassle of complex spreadsheets."

F Fazia Search Marketing Manager

"I recently purchased your super convenient spreadsheet, it really helps me!"

J John Verified Buyer

"They're great and super intuitive. Thank you!"

M Mira Verified Buyer

Built for Single-Property Underwriting

Why Investors Use This Rental Analysis Template

Real Estate Native Ratios

Cap rate, cash-on-cash, GRM, and DSCR - the four metrics rental investors actually use - all wired to your inputs.

No Formulas to Write

Enter values in highlighted input cells. KPIs, the 10-year projection, returns, and charts are pre-built and update automatically.

Excel and Google Sheets

Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.

Free Lifetime Updates

All future improvements to the rental analysis template included at no extra cost.

Your Deal Data Stays Private

Runs entirely in your spreadsheet. Purchase prices and rent rolls stay in your file - we never see or store them.

One-Time Purchase

Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.

Got Questions?

Frequently Asked Questions

Is this template free to use?

This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and all future updates.

What do you mean by lifetime access?

Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.

Do I need to sign up to use this template?

You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.

What are the benefits of using this template?

This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time purchase for lifetime access.

Can I get future updates?

Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.

Do you offer any discounts?

At this time, we do not offer any discounts on this template. However, the template is available for a one-time purchase, which provides lifetime access and free updates.

Do you have any access to my financial data?

No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.

Is this template financial advice?

Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.

Can I make my own changes and customize this template?

Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.

Do you offer technical support?

This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.

Do you offer refunds?

All sales are final. Because these are digital products delivered instantly, we do not offer refunds.

Can't find the answer you're looking for? Contact our team

Limited-Time Offer 51% off
Introductory Price $59 51% off
Real Estate Bundle 3 templates included • Save $24

Highlights:

One-time purchase
Instant download
Lifetime access
Free updates forever
Full control
Works in
Excel Google Sheets

Underwrite Your Next Rental in Minutes

Get the Rental Property Analysis template and start running deals through cap rate, CoC, DSCR, and 10-year ROI in Excel or Google Sheets.

View All Templates

Private & secure

Your financial data stays on your device. We never see it.

Learn more →

Need help?

Check our guides or reach out with questions.

View FAQ →