Superb, Flexible Reports

• More than 30 basic reports and an individual spreadsheet report for each tenant and each expense. (the actual number varies depending upon the version)
• Print one report, any combination of reports, or all reports.
• Preview reports on the screen.
• Print your reports to an Excel spreadsheet.
• Print your reports to a PDF or an RTF file.
• Paste your reports into a word processor.
• Issue commands that customize your reports.
• Control the level of detail that is shown on each report.
• Print headers, footers and page numbers. Summarize tenants and expenses by logical groups.

Extended Functions

• Up to 15 vacancy rates (actual number depends upon version).
• Link some expenses to Gross income, other expenses to Effective Gross Income, and still other expenses on a per unit basis.
• Group income in up to 15 categories; expenses in up to 17 categories.
• Assign common area charges, fixed and operating expense pass-throughs on a per tenant basis (Professional version only)
• Automatically calculate lease income based upon lease dates, contract rent, escalation clauses, and sales overage clauses. (Professional version only)
• Evaluate leasehold and leased fee interests. (Professional version only)
• Perform yield range analysis.
• Calculate leasing commissions and accommodates tenant improvements (Professional version only)
• Extract yield rates from comparable properties.

Professional

INVESTMENT ANALYST Professional has a host of features. It is a full blown lease by lease program that will handle the most complicated analyses. Common area charges, both fixed and operating pass-throughs, step rents, proration of leases to the day, superb reports. We could go on and on.

But perhaps its most important feature is its ability to handle the small jobs easily too. You do not have to enter complicated lease information when it is not necessary. Just enter basic income and expense information. Let ANALYST build a capitalization rate, calculate the value, and print the reports.

It will look like you spent days working on the numbers when in fact you may only need to spend 10 or 15 minutes.

ANALYST does a stabilized analysis simultaneously, even when you are performing a lease analysis; i.e. it builds a capitalization rate using the Mortgage Equity Technique and applies that rate to your estimate of stable net income.

So you have a built in benchmark against which to compare the results of your lease analysis. ANALYST will even evaluate an individual tenant's leasehold interest.

Analyst Pro is the ideal product for:

• Real Estate Appraisers who need an accurate, easy to use income analysis tool that will handle both complicated lease by lease analyses and stable analyses equally well.
• Property Assessors (The Professional and Standard versions will automatically build Load Factors and load the caprate.)
• Bank lending officers who need quick, but accurate, value estimates before processing loan requests.
• Review appraisers
• Real estate agents
• CPA's and investment counselors
• Insurance companies and pension funds
• REITS
• Small and large real estate investors

Standard

INVESTMENT ANALYST Standard is the perfect solution for those who do not need to perform complicated lease by lease analyses.

Detailed lease information cannot be entered and expense pass throughs cannot be specified. Fewer income items (43) and fewer expense items (17) can be entered.

In all other respects, the program is identical to the Professional version (see above). This is the economical solution for those who need the power of a sophisticated income analysis program, but rarely do complicated analyses of leases.

Analyst Standard is the ideal product for:

• Real Estate Appraisers who rely upon stable income and expenses to project value and seldom appraise large properties that have complicated lease provisions.
• Property Assessors (The Professional and Standard versions will automatically build Load Factors and load the caprate.)
• Bank lending officers who need quick, but accurate, value estimates before processing loan requests.
• Review appraisers
• Real estate agents
• Small and large real estate investors
• CPA's and investment counselors
• Insurance companies and pension funds
• REITS
• Property owners

Basic

INVESTMENT ANALYST Basic is designed for those who need a sophisticated method to analyze the net income of a property, but do not require extensive detail in their reports or analysis.

Part time investors, property owners, students and instructors also will find the Basic version useful.

To simplify the user interface and to provide an affordable income analysis tool for those who do not need to analyze detailed income and expense data, we removed some of the data entry options from Professional - but the essence, power and accuracy of the product remains unchanged.

All information can be entered in minutes on one screen!!! With the Basic version you enter gross income, a vacancy rate and total expenses. Then ANALYST performs the same thorough analysis and produces the same reports as the Professional version.

Analyst Basic is perfect for:

• Real Estate Appraisers primarily interested in extracting yield rates from comparable properties and verifying the accuracy of their value estimates obtained using other tools.
• Small investors
• Property owners
• Real estate agents
• CPA's and investment counselors
• Bank lending officers who need quick, but accurate, value estimates before processing a loan request.
• Review appraisers
• Property Assessors who work primarily with gross income and expense ratios (The Basic version does not automatically load the caprate.).
• Students

 Investment Analyst Version Comparison

Feature, Function

Professional

Standard

Basic

Discounted Cash Flow Analysis

Yes

Yes

Yes

Capitalization Rate Development

Yes

Yes

Yes

Mortgage Equity Analysis 

Yes

Yes

Yes

Load Factors (used by Assessors) 

Yes

Yes

No

Tenant Capacity 

225

43

None
Gross Income Only

Expense Capacity 

270

17

None
Total Expenses Only

Vacancy Rates

15

3

1

Customizable Reports

Yes

Yes

Limited

Number of Reports Available

33

16

8

Automatic Lease Proration 

Yes

No

No

CAM charges 

Yes

No

No

Expense Stops 

Yes

No

No

Unit Sales Analysis (lots, condos, etc.)

Optional

Optional

No