Investment ROI snapshot automation for a real estate group
- Location
- Ontario, Canada
- Year
- 2020
- Engagement
- Profitability Improvement: Reporting & Automation
Investment group specializing in single-family homes for rental and refinancing. Provided capital and guidance for amateur investors. Needed a one-page investment snapshot to show cashflow and ROI for target houses that could be filled by investor as part of a proposal.
Our team aligned with client on current template and key features to maintain, modify or add. We developed loan, cashflow and ROI calculations assuming a 5-year resale. We formatted file to make for easy upload of house images, financial data entry, and print to PDF capability.
Case snapshot
Successful completion of file to client satisfaction
Real Estate
Case snapshot
Client provided 5-star review: "knew what he was doing with Excel… [he] thought through the problem rather than waiting for me to give him the solution"
Real Estate
Case snapshot
Client requested more work less than six months later
Real Estate