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futureagent

Real estateAutomation

Investor information pack

From the rent roll and charges of a building or commercial unit, the agent calculates the yields (gross, net, cash flow depending on financing), describes the local rental market and writes an investor information pack as a PDF.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

For every property to present

  1. 1Read. Rent roll, charges, property tax.
  2. 2Calculate. Yields and cash flow.
  3. 3Locate. Local rental market.
  4. 4Write. 6-page PDF pack.

Sample deliverable

6-unit building, Saint-Étienne, €540,000

  • Rent: €41,760 a year. Gross yield 7.7%, net 5.9%.
  • Cash flow with an 80% loan over 20 years at 3.6%: +€210 a month.
  • PDF: Investor pack
  • Excel: Yield calculation

Connectors

  • Google SheetsGoogle Sheets: read the rent roll and charges

Already set up for you

Financing assumption
80% over 20 years

What you'll be asked

  • Which spreadsheet holds the rent roll?

Who it's for

About 4 runs a month, rich business logic and 29 actions per run (generated files, calculations, web research): Essential tier.

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