How to Create Models Using the Invest Assist Add-In in Excel

In this video, we will demonstrate how you can remain within Excel and create your models using the Invest Assist add-in. Follow the step-by-step guide below to get started:

Step 1: Add a New Deal

• Click the Add Deal button located in the top right corner.
• Search for the property using either its name or address.
• Select the property from the drop-down menu to automatically retrieve its details.
• Enter the total number of units, which is 250, and the year they were built.
• Click the Save button.

Step 2: Upload Documents

• Click on the Rent Roll button to upload the rent roll document.
• After uploading, click and select the cash flow document to upload the Trailing 12 document.
• Documents will be processed and ready for review within 2 to 5 seconds.

Step 3: Review and Validate Data

• Click on the Review and Validate button located in front of the document to review the extracted data.
• After thoroughly reviewing all the extracted data from the rent roll and setting up your charges and floor plans, click the Mark Validated button located in the top right corner.
• Follow the identical steps for the Trailing 12 statement.
• Search for the NOI in the document and check that the calculated NOI corresponds with the specified figure.
• Mark the document as validated once confirmed.

Step 4: Import Information into Excel Model

• Open the Excel model and locate the InvestAssist Excel add-in on the Excel ribbon.
• Enter your credentials and select the deal you want to work with.
• After making your selection, you'll be able to import information from the chosen documents into any Excel model, including your own, which will be onboarded upon signing up with us.

Step 5: Modify Assumptions and Conduct Analyses

• With the imported information, you can easily modify assumptions to assess both the upside and downside.
• Conduct sensitivity analyses to understand different scenarios for property performance and returns.

Thanks for watching!