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Model the deal. Defend every number.

PropFormIQ calculates real estate development and investment models on one tested engine. Every result traces back to a named input, and the same figures appear in every report you share.

The 30-day free trial needs no card.

Executive summary

Version 04

Illustrative mixed-use project

Calculation complete

Return after financing

18.7%

Yearly return on the investor's cash

Current assumptions

Change an assumption

Rent
Construction cost

Calculated from

Rent
$9.40M
Construction cost
$48.60M
Debt interest
6.5%

Illustrative values for product preview

Spreadsheet models make every number hard to trace

A deal spreadsheet is flexible until someone approving the deal asks where a figure came from. PropFormIQ keeps each result linked to the inputs that produced it.

In a spreadsheetIn PropFormIQ
Formulas hide in cells, and a broken link fails silentlyNamed inputs feed one tested calculation engine
Every change creates another copy of the fileSaved versions show exactly what changed
Reports are rebuilt by hand before every meetingPDF, workbook, slides, and CSV come from one result snapshot
Macros and pasted tabs are hard for anyone else to checkReviewers can trace every result back to its inputs

How a project moves through PropFormIQ

Three steps take a project from its first assumptions to the documents used to approve it.

  1. Build with named inputs

    Enter revenue, cost, timing, and funding assumptions in named fields. Each field explains what it does, and dependent values update as you type.

  2. Test the assumptions

    Change one assumption or two at once and watch the result move, compare saved alternatives, and check inputs against reviewed economic context.

  3. Present one set of numbers

    Move from live charts to a presentation-ready PDF, spreadsheet, presentation, or CSV built from the same calculation snapshot.

The tools around the model

Test what happens when assumptions change

Sensitivity analysis shows how results move when assumptions change. Run one-way or two-way views, find the input needed for a target, save alternatives, and compare versions.

Return after financing18.7%
  • One-way
  • Two-way matrix
  • Goal-seeking
  • Saved alternatives

Compare the project with the market

Compare the project with an illustrative benchmark set, reviewed economic indicators such as inflation and population, and nearby amenities. Every figure shows where it came from.

Return after financing18.7%

Review projects as a portfolio

A portfolio is a group of projects reviewed together. Nest groups, roll up value, returns, capital spending, and net cash, then test the combined result.

Value createdToday's value after the required return
Retail$5.20M
Office$3.90M
Hospitality$4.10M
Portfolio total$13.20M

Keep every version

Saved versions never change afterwards. Compare two of them, replay an old calculation, and see which inputs moved.

Return after financing17.5%18.7%

Charts for each part of the deal

Move from headline results to annual or monthly cash flow, the money moving into and out of the project, then inspect operating performance, debt, and stakeholder outcomes.

  • Annual and monthly cash flow
  • Sensitivity charts and heatmaps
  • Debt and investor funding mix
  • Operating performance
  • Loan coverage timeline
  • Stakeholder returns
Money inMoney out

Seven property types, each with its own model

Each family has its own revenue, cost, timing, operating, financing, and sale assumptions instead of forcing every project through one generic template.

  • Retail

    Tenant rents, lease timing, and fit-out costs

  • Office

    Office leases, empty periods, and leasing costs

  • Hospitality

    Rooms, food and beverage, and hotel expenses

  • Residential for sale

    Unit sales, sales pace, and buyer payment plans

  • Rental property

    Apartment types, rents, and occupancy

  • Mixed use

    Rental income and unit sales on one shared budget

  • Other and entertainment

    Venue revenue drivers and operating costs

The assistant explains results it did not calculate

The assistant receives only the saved results for the project you opened. Every number in its answer points back to a named result from that calculation.

Only the open project is included
Notes, documents, addresses, and unrelated inputs stay out of the provider request.
Every number has a source
Values come from saved calculation results. Generated text cannot create or replace a project number.
Calculations keep working without AI
If provider, privacy, format, or cost checks fail, the assistant stops and the calculation engine keeps working.

Project assistant

Why did the return after financing improve in this version?

Answer based on saved results

The stronger result is linked to higher property income after operating costs and lower debt interest in the current version.

Results referenced

Return after financingSaved calculation result18.7%
Property income after costsSaved calculation result$6.90M
Debt interestSaved calculation result$3.10M

The assistant runs only when the AI provider has agreed not to keep your data and every privacy check passes.

Illustrative values for product preview

Four formats from one saved calculation

Generate presentation-ready outputs with the relevant metrics, charts, schedules, and plain-language observations. Customize the PDF title and section order without moving calculations into a document.

PDF

Investment memorandum

A presentation-ready PDF with custom sections, charts, schedules, and decision notes.

XLSX

Value-only workbook

A reviewable spreadsheet with values and schedules, never hidden calculation logic.

PPTX

Committee presentation

A concise slide deck built around the decision and its supporting evidence.

CSV

Review-ready data

Plain result rows to load into your own analysis tools.

Every format starts from one access-checked calculation snapshot, so the result on screen matches the result presented.

Deal data stays inside your organization

Each person's role decides what they can see and change. Projects are shared only when you choose, and every calculation runs on PropFormIQ servers, not in the browser.

  • Role-based access

    Each person sees and changes only what their role allows.

  • Organization-scoped data

    Projects stay inside your organization unless you choose to share them.

  • Deterministic calculations

    The same inputs always produce the same results, on screen and in every report.

  • Your organization owns its data

    Your projects, versions, and reports belong to your organization.

Plans for one analyst or a growing team

Every plan uses the same calculation engine. Professional adds unlimited projects, portfolios, and investment memo PDF, PowerPoint, and Excel reports. Team adds shared editing for 3 to 10 people.

Free

Try PropFormIQ for 30 days on one live deal.

$0

Free for 30 days

  • Full results for all seven property types
  • NPV (today's value) and IRR (yearly return) for every project
  • Annual and monthly cash-flow charts and schedules
  • Construction loans and mortgages, loan coverage (DSCR), and joint-venture partner returns
  • One-way sensitivity and calculation history
  • CSV export and free read-only reviewers

Recommended

Professional

For one professional with a live deal pipeline.

  • Two-way sensitivity grids that change two assumptions at once
  • Goal seek, which finds the input that hits your target return
  • Portfolio totals for value, returns, and net cash
  • Benchmarks, economic indicators, and nearby amenities
  • Version comparison and formal review approvals
  • Investment memo PDF, committee PowerPoint, and Excel

Team

For firms of 3 to 10 people who build and review models together.

  • Everything in Professional
  • Shared editing on projects and portfolios
  • Invitations and member management

The 30-day free trial needs no card, includes 1 active project and 10 AI assists, and never turns into a paid plan on its own. When it ends, your work stays saved and viewable until you choose a plan.

Answers before you start

Have another question? Talk to us
Does AI calculate my numbers?

No. A tested calculation engine produces every financial result. The project assistant only explains saved results and shows the exact values it used.

Which kinds of property can I model?

Retail, office, hospitality, residential for sale, rental property, mixed use, and other or entertainment venues. Each family has its own revenue, cost, timing, financing, and sale assumptions.

Can I still take the numbers into a spreadsheet?

Yes. Export a value-only workbook with results and schedules, or CSV result rows. The calculations stay in PropFormIQ, so every exported value matches the screen.

Who can see my projects?

Only people in your organization whose role allows it, plus anyone you choose to share a project with. Shared reviewers can have read-only access.

Do I need a credit card to start?

No. The 30-day free trial needs no card. Choose a plan when the work needs more active projects, report formats, or team members.

Can I explore an example before building my own?

Yes. Open the prepared sample model to explore its inputs, results, and charts, then start your own project when you are ready.

Model your next deal in PropFormIQ

Start a free project, open the sample model, or send us a question.

Request demo

The 30-day free trial needs no card.