Visualize and Score Data Through Target Metrics and Conditional Formatting

REIF creates financial metric scores and data visualization through color changing cells (i.e. conditional formatting) based on the value outputs relative to target metrics. This generates visual reports and a Project Grade and Score to analyze your property quickly and accurately.

To adjust your scoring and formatting, go to the "Report Settings" tab under "Financial Metric: Score and Conditional Formatting Settings" to set "Neutral" and "1 Point" values for Financial Metrics. Input target metric hurdles that will create a score for that metric and color changing cells based on the output values to identify if those metrics are great, good, average, poor, or awful.

• Neutral = value that would generate an average outcome (e.g. target bogey)

• 1 Point = amount from "Neutral" in order to generate a positive or negative outcome

Return Example: Neutral = 20% | 1 Point = 5%

• Great > 30% = Score 5; Green Highlighted

• Good > 25% = Score 4; Green Bold

• Average = 15% to 20% = Score 3; No Change to Formatting (Black)

• Poor < 15% = Score 2; Red Bold

• Awful < 10% = Score 1; Red Highlighted

As you adjust these Financial Metric settings and/or change your data inputs, so will the colors of the cell values.

Project Grade and Score

• REIF creates a 1-5 score for each Financial Metric based on the targets you set ("Neutral" and "1 Point")

• You can choose up to 15 Key Financial Metrics and up to 5 Key Years

• You then weight each of those Financial Metrics and Key Years you selected to generate the Project Score and subsequent Project Grade

• Project Score and Project Grade = single, all-encompassing data point based on your investor preferences to make your investment decisions efficiently and holistically

  • Fast, comprehensive real estate investment analysis to make a sound investment decision in 15-minutes

• The Project Score and Project Grade can be viewed throughout the model at the top of each worksheet so you can see how changes in Inputs change the Project Score and Project Grade

• There is also a separate Project Score and Project Grade report where you can see the details behind the calculation

• Additionally, at the top of most worksheets you can see your Project Grade so as you change your assumptions and inputs you can see how those changes will impact your Project Score and Project Grade

Support Guarantee: If you have questions or issues using the REIF model, we’ll provide assistance, including a web meeting if needed.