Rental Property Business Excel Financial Model Template

Rental Property Business Excel Financial Model

Rental Property Business Excel Financial Model Template

Original price was: $300.Current price is: $210.

In stock

Original price was: $300.Current price is: $210.

Dive deep into the world of real estate investing with our Rental Property Business Excel Financial Model Template. This comprehensive guide, tailored for novice and seasoned investors, demystifies rental property income, balance sheets, and key metrics. Understand the nuances of Return on Investment, cash flow projections, and capital expenditures. Arm yourself with this essential tool to navigate the complexities of real estate and maximize your investment potential.

Frequently Bought Together

Rental Property Business Excel Financial Model + Rental Property Business Pitch Deck Template-Product Image + Free Business Plan Template-
Price for all three: $235


Rental Property Business Excel Financial Model Template

Entering the world of real estate investment can be both exciting and daunting. To make informed decisions, it’s imperative to have tools that offer a comprehensive understanding of your potential investments. One such essential tool is the Rental Property Business Excel Financial Model Template. In this piece, we’ll dive deep into its components, how to use it effectively, and why every real estate investor should consider incorporating it into their decision-making process.

Overview of the Rental Property Business

The rental property business revolves around purchasing properties to earn rental income. Real estate rentals are a lucrative avenue for many, as they offer a stable income stream, potential for equity gain, and, sometimes, appreciation in property value. While the real estate market has its ups and downs, rental properties are often resilient investments, especially when managed efficiently.

Real Estate Investment Dynamics

Real estate investing requires understanding various metrics, from capitalization rate to rate of return, to vacancy rates. These metrics help an investor gauge properties’ profitability and determine their potential for rental income. Moreover, factors such as property taxes, operating costs, and debt service play a crucial role in shaping the profitability and cash flow of real estate rentals. Thus, having a robust financial model aids in navigating these dynamics effectively.

Benefits of Using a Property Rental Financial Model

This comprehensive tool enables real estate investors to make informed decisions by providing an in-depth analysis of potential and existing rental property investments. By projecting future cash flows, understanding operating income, and calculating percentages for various metrics, you can anticipate the financial trajectory of your investment. Plus, it simplifies complex calculations, giving you a clearer view of your real estate business’s health.

Excel Financial Model Template for Managing Rental Properties

Diving into the world of rental property investments without a solid plan is like sailing without a compass. Our Excel Financial Model Template is designed to guide novice and veteran investors through the tumultuous seas of the real estate market. It is not just a set of sheets and calculations; it’s a comprehensive tool tailored to the intricacies of the rental business.

Key Components

Input Sheet:

The backbone of any financial model. Here, you’ll input all relevant data concerning your property – from purchase price to annual rent, property development financial model assumptions, and monthly mortgage payments.

Rental Property Business Excel Financial Model-Input
Rental Property Business Excel Financial Model Input

Revenue Analysis:

This segment breaks down your expected rental income, considering factors like rental and vacancy rates. It offers clarity on how much income your properties might generate over a set period.

Rental Property Business Excel Financial Model- Revenue Analysis
Rental Property Business Excel Financial Model- Revenue Analysis

Start-up Summary:

This section provides a snapshot of initial costs for those entering the real estate business. Think of it as your capital budget for getting started, from the cost of capital to capital expenditures.

Rental Property Business Excel Financial Model - Start-up Summary
Rental Property Business Excel Financial Model – Start-up Summary

Income Statement:

This gives a summarized view of your operating income, expenses, and net profit or loss. It is a valuable tool to gauge the performance of your rental properties over time.

Rental Property Business Excel Financial Model - Income Statement
Rental Property Business Excel Financial Model – Income Statement

Cash Flow Statement:

A projection of cash inflows and outflows is vital for understanding liquidity. This statement considers rental property cash flow, capital investments, and other essential factors.

Rental Property Business Excel Financial Model - Cash Flow Statement
Rental Property Business Excel Financial Model – Cash Flow Statement

Balance Sheet:

Here, you’ll find an overview of your assets, liabilities, and equity. Balance sheets are critical for evaluating the financial stability of your real estate business.

Rental Property Business Excel Financial Model - Balance Sheet
Rental Property Business Excel Financial Model – Balance Sheet

Depreciation Schedule:

This component helps determine the reduction in asset value over time, which can influence property taxes and overall profitability.

Rental Property Business Excel Financial Model - Depreciation
Rental Property Business Excel Financial Model – Depreciation

Break-Even Analysis:

Determine when your property will start generating profit. It clarifies the property’s performance and helps make timely adjustments.

Rental Property Business Excel Financial Model - Break-even Analysis
Rental Property Business Excel Financial Model – Break-even Analysis

Project Evaluation:

Analyze the viability of your real estate investment. Understand internal rate returns, exit cap rates, and other vital metrics that can influence your decisions.

Rental Property Business Excel Financial Model - Project Evaluation
Rental Property Business Excel Financial Model – Project Evaluation

Sensitivity Analysis:

This segment helps understand potential risks and their impact on your rental property analysis.

Rental Property Business Excel Financial Model - Sensitivity Analysis
Rental Property Business Excel Financial Model – Sensitivity Analysis

KPIs and Ratios:

These are essential metrics to track performance. Understand equity gains, debt assumptions, and more with the help of these key performance indicators.

Rental Property Business Excel Financial Model - KPIs and Ratios
Rental Property Business Excel Financial Model – KPIs and Ratios


A visual representation of your financial data, ensuring you get a quick overview of your real estate rentals’ performance.

Rental Property Business Excel Financial Model - Dashboard
Rental Property Business Excel Financial Model – Dashboard

Frequently Asked Questions

How to Create a Rental Property Analysis Spreadsheet?
Begin by listing all essential metrics, from rental rates to operating costs. Use Excel formulas to link these metrics and generate outputs, such as potential rental income or cash flow statements. Remember to update it regularly for accuracy.

Why It’s Important to Focus on Cash Flow?
Cash flow represents the liquidity of your investment. Positive cash flow indicates profitability, while negative could signal potential challenges. Focusing on it ensures you maintain a healthy real estate business.

How to Calculate Cash Flow?
Deduct your rental income from your operating expenses, mortgage payments, and other liabilities. The resultant figure represents your property cash flow.

What is a rental property spreadsheet template?
It’s a pre-made Excel template with necessary metrics and formulas tailored for rental property analysis.

What are some examples of a rental property spreadsheet template?
Some examples include cash flow projection sheets, rate of return calculators, or rental property analysis with equity and debt breakdowns.

How do I keep track of rental property expenses?
Maintain a dedicated sheet or section in your financial model. Update it regularly, noting every expense, from property taxes to maintenance costs.


Diving into the real estate market without the right tools can be akin to navigating a maze in the dark. However, with a robust Rental Property Business Excel Financial Model Template, you illuminate your path, making informed and strategic decisions. Such tools are indispensable whether you’re a budding real estate investor or a seasoned pro. So, get started, input your data, and let the spreadsheet guide your real estate investment journey.

Walk-through Video For This Excel Financial Model

The following video will give you an overview of the different components of the financial model and will help you understand how it works.

3 reviews for Rental Property Business Excel Financial Model Template

  1. 5 out of 5

    Oscar Potter

    I appreciate how this template helps me understand the financial stability of my real estate business through the Balance Sheet. It’s a valuable tool that every serious investor should consider using.

  2. 5 out of 5


    This template simplifies real estate finances – a must for investors.

  3. 5 out of 5


    This template simplifies real estate finances – a must for investors.

Add a review

This Testimonial shows one of our client’s reviews regarding the services we have provided to them. They belonged to the Real Estate Industry.

Rental Property Business Excel Financial Model-Testimonial
Rental Property Business Excel Financial Model-Testimonial

The case study tells about our interaction with our client. The attached case study is about one of our clients belonging to the Real Estate Industry, whom we have provided with a Business Plan, Financial Plan, and Pitch Deck. To further read the case study, click on the link. Real Estate.



Once your order is finalized, you can access a download link for your files directly from your dashboard.

To retrieve your document, simply proceed to your dashboard and download the provided PDF document.

Yes, you will need to register for a complimentary Canva account or log in to your existing Canva account to engage with the template.

Open the PDF you downloaded and select the highlighted LINK (mentioned on the last page) within it. This link will redirect you to your specific Canva template.

Absolutely! Within Canva, you are free to adjust colors, fonts, images, and other elements to ensure the design matches your branding specifications.

After you have finished customizing your design, you can download it from Canva and showcase it on your preferred social media platform.

Yes, Indeed! Our Team has developed more than +1000 Financial Models on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Financial Model Library and have more 1000+ Financial models available here

Also check out our Customize Financial Model services plans here.

Yes, Indeed! Our Team has developed more than +500 Business Plan on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Business Plan Templates library more +500 Business Plan available here.

Also check out our Customize Business Plan services packages here.

Financial model faqs

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Business Plan faqs

Oak Business Consultant can easily accommodate any industry and already has 100+ Pre Built Business Plan samples that help you along the way. Whether you’re a small or mid-sized business, freelancer, or literally any industry sector from tech to real estate to salon and restaurant. We do extensive research before writing a business plan so that each business plan is quite different from another according to its business nature and operation requirements.

At Oak Business Consultant, we ensure that each and every business plan is customized for every industry. Such as;

Our team of experienced consultants and business analysts does not only ensures high-quality templates but also provides business consulting services to enhance your idea. However, these Pre Built Business Plan Templates are general. You will require our customized plan services and if your business idea is unique and generates revenue from various different streams.

Apart from the general pre-built business plan template, we provide three kinds of business plan customized services and Each plan package offers a variety of services based on its price.  

For Example in Basic Plan, a 10 to 15 pages business plan with a three-year financial model, completely customized according to your business nature and idea. However, in the Comprehensive package, the packages will be based on 30 to 35 pages with 5 Years of financial analysis.

We have several business planning packages. Each package is developed keeping in mind the scale of the business industry and the purpose of the business plan. We provide extremely competitive and affordable pricing for business plans.

If you need help with choosing the right package please feel free to reach one of our consultants. We are available here to support your queries.


The average venture capital company receives several business plans every day and they only invest in a handful of 1%. You need such a comprehensive and deal proven business plan to capture investment attention. Oak Business Consultant Provides you a dynamic business plan which not only jotted down your ideas into a well-structured format but also provides all essential market and financial analysis which would be eye-captured information to the investor.

We work with minimal inputs. We only require the basic information in the brainstorming and developing process. The basic questionnaire involves Brand Name, a Brief Description of the company and your Idea, Target you will earn your revenue? and Why do you think people would need your products/services? and What is the range of initial investment you are looking at? And what plans for your company? These questions will ask as a starting point for your project. 

We always encourage our clients to share other information related to their future operations that might have. In case more information is required, our team will contact you.

We work in a collaborative manner via phase to phase communication approach. We acknowledge that you would know your business idea better than anyone. We bring along years of experience and industry best consultants to help you enhance your idea into a venture.

We work in a phased manner. Every interim deliverable related to the business plan will be sent to you for review. We acknowledge that you would know your business idea better than anyone So that We would encourage you to go through the drafts and give us your feedback. Our consultants will have a discussion on your review comments. On the basis of the discussion, we will modify the drafts. For every phase, we will take a maximum of two update requests of each phase into consideration. We would request you to give us a complete and specific set of feedback.

The business plan template design would be a part of the package. The draft version would be written in a normal word document; however, once a consultant is done with the content. A non-designed business plan goes into the in-house graphic team that turns the non-designed version into an aesthetically appealing template by considering the brand color theme and industry nature.

Market Research report faqs

We offer three variations: Basic, Advanced, and Comprehensive.

Basic includes a PDF report; Advanced adds Excel files; Comprehensive includes PDF, Excel, and PowerPoint.

Yes, we offer a 7-day complimentary consultation post-purchase.

Reports are for single-user only and not for commercial sharing.

Data is up-to-date as of the report’s publication.

Yes, Customized reports are available upon request. Fill out the Form for customized report.

Digital reports are delivered instantly; customized reports may vary as per the requirements.

We offer ongoing support for any post-purchase inquiries. You can contact by email info@oakbusinessconsultant.com or book a meeting with https://calendly.com/oakbusinessconsultant/30min

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