What formula to use to show the Annual ROI for a real estate investment property (single family). I believe I have all my figures to calculate WITH (acquisition amount, annual net income, etc.) -- but I can't figure out how to determine the ROI.
Or - is determining that % even possible/logical?
If I want to obtain a future value of $500,000 at the end of 20 years, how much do I need to save each year at an interest rate of 10% per annum? I ended up using the following formula: =PMT(10%,20,-PV(10%,20,,-500000,1),,1). Let's define (Insert/ Name/Define) the answer to this function as Pmt1.
By then using =FV(10%,20,Pmt1,,1) to confirm that Pmt1 will end up providing $500,000 after 20 years I get the answer I am looking for but have absolutely NO IDEA why it works. Worse, I do not know whether it is the correct answer. I have the following function (courtesy of someone) that I use to determine the expected future value of a series of annual payments at a fixed interest rate but also with fixed annual increases in the payments. (Example: $1000 per annum is invested for 20 years. The interest earned on the $1000 is 10% per annum. The $1000 increases by 5% each year - i.e. 19 increases)
=Pmt1* SUMPRODUCT((1+5%)^(ROW(OFFSET($A$1,0,0,20,1))-1),(1+10%)^(20-ROW(OFFSET($A$1,0,0,20,1))+1))
Assuming the payment does not increase, I simply replace the 5% with 0%. When I run this function and use Pmt1 as the annual payment the answer differs from the one that I get from the PMT function that I quoted above until I change the ",,1" in the function to ",,0". What do I not understand about these functions!? Which is correct or are both provided I learn to know what they do? This is the vaguest question I've ever been able to devise simply because I can see that something is amiss and I do not know what - or how to start figuring out what it is that I "know not"!
I want to easily determine the max value of the stocks I own by only changing the daily value but i cannot bypass the circular reference problem. Example:
Stock|Today's Value| Max Value
A | 1 | 1
B | 3 | 3
Tomorrow i'm going to change today's value and my goal is that the max value remains unaltered if today's value is smaller. like this:
Stock|Today's Value| Max Value
A | 2 | 2
B | 1 | 3
I need to create a waterfall structure to analyze a real estate problem. How do I do it?
View 2 Replies View RelatedI have a specific problem on irr calculations. In the excel file, I have following data.
date of investment - 1st May 2008
Investment Value - 1000000
Investment close date - 15th Dec 2008
Closure value - 1055000
I want to calculate IRR for the investment for the days the money got invested.
How do I calculate this in excel.
I was looking for how to calculate the value from on cell F11 from
this excel table but my formula didn't work so I'm looking for other solutions?
ur Cell F11 indicates $104
and cell F12 $320
and F13 $658
but from my formula only works with on cell F11
I used this formula on this sheet.
=PMT(C7/12,$A$11*12,,E11)*-1
Enter Retirement Parameters as IndicatedSummary of Retirement CalculationsDate plan began1/1/2008Projected retirement date1/1/2052Number of years to contribute45TRUEAccount value at retirement$542,654Annual contribution$1,300 Total contribution over life of plan$58,500Expected rate of return8%Investment Gain$484,154Type of planRoth IRAPercentage through investment89%$0.00 $1 Contribution NumberDateValue prior to contributionContributionTotal Invested Over Life of PlanInvestment GainValue at end of the year11/1/2008-$1,300 $1,300 $104$1,404$104 21/1/2009$1,300 $2,600 $320$2,920$320 $216 31/1/2010$1,300 $3,900 $536$4,436$658 41/1/2011$1,300 $5,200 $5,200$1,127 51/1/2012$1,300 $6,500 $6,50061/1/2013$1,300 $7,800 $7,80071/1/2014$1,300 $9,100 $9,100
I am part of an investment sales team and was wondering if the use of specific excel based investment calculators will assist me in my task of advising clients of the best options. Also; if these tools do help, I wanted to create a calculator that displayed the interest schedule depending on the term that its invested for. I have searched and found various threads on this topic; though not too sure how
View 2 Replies View RelatedI receive a certain percentage of my broker's commission based on what type of house sale occurs. When one of my listings sell I receive the commission in A2:A7. When I sell a house to Company A I receive the commisions from B2:B7, company B C2:C7, and company C D2:D7.
My own personal commission percentages increase based on the income schedule E2:F7. For example, once I have earned $8137, my percentages for sales all jump to Row 3.
I have set up a chart below the commission schedule for each individual sale to calculate the commission for each type of sale. Each "x" represent a sale for each category (LISTING, COMP A, COMP B, COMP C). The broker's commission is always 3.5% of the total sales price. My commission will be a certain percentage of the broker's commission based on the scale above.
How to calculate ANI in one cell? The only way I can currently find the result is to build an amortisation schedule and then divide the sum of the outstandings by the payment frequency.
I'd like to avoid building the amort.
I need to calculate a pay back period for a certain investment. Excel has options for NPV and IRR but not for the Pay back period. (PBP). I've tried finding a solution using google discussion groups and some books but nothing helped me out. attached you'll find an example of my sheet. I need the PBP to be calculated in e.g. 5,3 years. but when the figures change it should automaticly recalculate the PBP.
View 2 Replies View RelatedI am trying to set up an IF formula for real estate operating costs. I am guessing that this is going to work best with an IF statement.
(Sample of the spreadsheet is attached)
I know this is wrong but it expresses what I am trying to do.
=IF(C5="Gross",B10=following year of B9 with month/Day being 1/1), if not B10=the folling year of B9 with same month/day)
1Cell C5 can either be Gross or Net from a drop down list.
2Cell B9 lists 3/1/2008
3If cell C5 is gross, cell B10 should be the following year from cell B9 but with starting with 1/1/??? As the month and day(year start).
B11 would then be the following year from B10
(following month/day pattern).
4If Cell C5 is NET, cell B10 should be the following year from cell B9 using the same month and day 3/1/????
(i) I have a spreadsheet listing all the investments details. For example,
Investment Investment Date Amount
xxx company 1/1/2012 $10,000
yyy company 2/1/2012 $20,000
(ii) Each investments have different investors. For example, xxx company has two investors: A and B; yyy company has 4 investors: B, C, D, E
I want to assign Investors Name and their Personal Investment Amount to the main investment spreadsheet. So that I can retrieve individual investor's investment positions.
For example, I want a spreadsheet showing B's investment. Then this spreadsheet should have details of xxx company and yyy company, as well as B's personal investment amount.
i have a spreadsheet with data that is exported to Excel via our in house investment system, the report looks something like below, though real data consists of 2000 rows of data. Where we have O/S in Bank this means these entries are all physical bank entries i.e statement credit and statement debit, and where we have O/S not in Bank these are all accounting entries, i.e. Ledger Debit and Ledger Debit.
What i am after is a macro that will insert a column next to Team and then input SDR SCR on all statement entries and LDR and LCR on all Ledger entries, the final report should look like the second spreadsheet....
I need to create a sheet that will take payments away from a starting balance. The catch is that I don't know the starting balance. The interest is compounded annually at 3% and each withdrawl is different. My sheet needs to show the interest earned in each year and the account balance like a running sheet, after lets say 5 years there needs to be no money left.
View 2 Replies View RelatedThe way I have this sheet setup is to calculate a 20% fee off the interest earned column "D". Say you earned 6.5% on a beginning balance so the interest earned is in col "D". This works fine for a 20% fee but I need the fee to calculate a 10% fee if the interest in column "C" hit 4% or below and it also needs to be able to calculate a 20% fee if the interested earned is above 4%.
View 5 Replies View RelatedI'm trying to build an investment calculator. Tried searching "calculator" as keyword but return nothing similiar.
There are eight cell : [ A ][ B ][ C ][ D ][ E ][ F ][ G ][h]
[ H ] is price of the leverage
[A] is X balance
[b] is X lot size
[C] is X amount of money use to get x lot
[D] is X percentage of money use to get x lot
[E] is X point gain
[f] is X money gain
[G] is balance + money gain
Ignore the formulae for leverage to determine 1 lot price. Take 1 lot = 250.
What I'm looking for is when I enter any value at cell B, C or D, it will automatically calculate the value for either B, C or D cell.
Let say, the balance is 10000.
If I enter 2 at cell B. Then, it will calculate the value for cell C & D.
If I enter 750 at cell C, then it will calculate value for cell B & D.
If I enter 25 at cell D, it will calculate value for cell B & C.
how to use OR Selection in excel.
If I invested $350 per hectare into a project and at the end of 12 years that investment yielded me $150,000, what would my rate of return be over the life of the project?
View 9 Replies View RelatedI have the data as below. And to submit this to the third party is needs to be compressed (a total for each Full time ANNUAL salary).
RULES
All total monthly earnings must start from 0 when a "Full time ANNUAL Salary" is added or endedIf the Annual amount misses a month I need to assume the salary has ended
I hope this makes sense.
Below is test data for one person. And the result i am hoping to get with some comments.
Employee
Full time ANNUAL salary
Monthly earnings
Pay date from
Pay Date to
[Code]....
The result of the above would be:
Employee
Full time ANNUAL salary
Monthly earnings
Pay date from
Pay Date to
Comments
[Code]...
15k started 01/06/2013 so the total for the 10k starts again, alongside total for 15k
Chris
£15,000.00
£450.00
01/06/2013
31/08/2013
[Code]...
15k started 01/12/2013 so the total for the 10k starts again, alongside total for 15k
Chris
£15,000.00
£150.00
01/12/2013
31/12/2013
[Code]...
10k ended, 20k started 01/01/2014 so total for 15k starts again, alongside total for 20k
Chris
£20,000.00
£400.00
01/01/2014
28/02/2014
[Code]...
20k ended so total for 15k starts again
A1 is a date
I need B1 to show 1 year from A1, unless it has already passed, in which case I will need additional years added until the date being displayed is either today or in the future.
For example, if A1 is 1/1/2010, B1 should be 1/1/2015
I have daily streamflow data for a large number of years. One column is the date and the second column is the streamflow value. I want to compute the maximum value and the 3-day maximum (largest average value for any consecutive 3-day period)for each water year (starts on October 1 and ends on Sept 30). Of course the number of days each year varies by one during leap years.
View 5 Replies View RelatedThere are two tabs in my workbook right now. The first is where users will input information and annual budget number for consulting fees. The second tab spreads the annual budget by the 12 months. I don’t want the users to see or touch this tab containing the spread. Once the annual budget number is entered, I would like them to use a combobox to choice how they would like to spread the budget monthly. One choice is evenly which is the default and the other would be manually. If they choice manually I would like a userform or something where they than input each month’s amount that will total the annual budget. See attachment, this is all I got so far.
View 2 Replies View RelatedI'll try to be as concise yet informative as possible. In the included attachment you will find a list of names in column A. These names have each have an event that is due at the end of his/her month, once annually. The due month for each person is listed in column B. Once that person completes the event, it is recorded in column C. The event will then not be due until the following year by the end of their due month.
I need column D to reflect the last day of their due month.
This date will change once the event is completed and recorded in column C. There are of course a few additional requirements that puts this out of my ability. They are listed below:
The person may complete the event at any time within three months of their due month. So if Tom's due month is September, he may complete the event anytime in July, August, or September. This would then need to reset the "Due by" date (column D).
If the person does not complete the event, the original "due by" date should not change until the event is completed.
Last note: this attachment is from Excel for Mac, The actual sheet this will be used on will be windows (so no worries about the formula changes for Mac).
Recurring due date help.xlsx
I have list with 20000 rows, I need to count total annual issued qty. find attached sample for more details. I have solved. I used pivot table.
View 5 Replies View RelatedI am trying to calculate the compound annual growth and my starting point is a negative number. The example is that I have (273,000) for the YE 2003 and have Growth to the amount of +767,000 at YE 2006. The formula I have been using for other calculations where the starting point is positive is =POWER(J23/C23,1/O$1)-1. Where J23 = a positive amount and C23 = a positive number. This formula works fine, but when C23 = a negative number the formula does not work and the % does not make sense.
View 6 Replies View RelatedI have 7 teams (82 staff in total) staff who work for several production line. we currently record all leave on the wall calender. I want start recording these on a spreadsheet and I wonder if any of you have already designed a annual leave planner that I could have a copy?
Staff can request for 1/2 annual leave as we all full day. Each Team is listed on a seperate sheet and if a team has more than 2 person on leave, it will go red.
I'm doing an exercise for school and I'm totally confused here. I have to:
With the original assumptions, goal seek to determine what the Annual Rate Increase would be for the total expenses to be $175,000 (answer = 20.77%). Here's what I have: through the process?
I am trying to calculate APR (Annual Percentage Rate) for a mortgage loan that has a balloon feature. I have tried to the the RATE function but it only gives me the APR for a loan that is ammortized over 30 yrs and paid in 30 years. I need the APR for a loan that is ammortized for 30 years with a baloon in 5 years.
View 9 Replies View RelatedIs there a place on the net where I can work on, or take part of real Excel
project ( for training purpose ). If not, do you think that is possible to make such a place were people can learn and practice excel working on simulation of a real Excel projects??????
What would be the best way to put together a cancel curve on an annual membership model?
View 5 Replies View RelatedI've put together an annual leave tracker for the department and am trying to make it as automated as possible. It currently consists of two sheets, 'Leave Applications' and 'Leave Tracker 13'.
If you look at the 'Leave Applications' sheet, I wish to be able to take this data to fill the calendar on 'Leave Tracker 13' with either AL or HL to demonstrate whether the day is annual leave or half day leave. This only wants to happen if the leave has been accepted, represented by an 'A' on the 'Leave Applications' sheet. The calendar obviously doesn't have any dates in the cells but I've got around this when it comes to shading in weekends by concatenating the date above and to the left of the cells and assume I must be able to do the same for populating it.
It's also complicated by the 'Leave Applications' consisting of multiple members of staff, though this may be ordered by date.