How to use this template
Download the CSV, open it in a spreadsheet application and replace the blank fields with your property information. Save the completed file privately. These downloads are ungated and no completed workbook is uploaded by this page.
- Use one row per unit or lease and identify the as-of date in the filename.
- Keep contractual rent, collected rent and concessions separate.
- Reconcile totals to the operating statement and explain vacancies.
- Exclude tenant identity documents and payment account information.
What it helps establish
A clear package lets a capital provider ask specific questions about the asset, sponsor and proposed structure. Reconcile the summary with the underlying records and label estimates. The template supports an initial review; the diligence requirements for the actual transaction may be different.