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Real Estate Proforma Calculator

Fill in the blanks — income, expenses, and financing — and export a Year-1 operating statement you can send to a partner or bring to a strategy call.

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FAQQ & A

Proforma FAQ

How this calculator works and what the Year-1 statement is for.

Proforma

A proforma is a forward-looking income and expense statement for a property. Lenders and investors use it to estimate NOI, cap rate, cash flow, and DSCR before making an offer or applying for financing.
The cash-flow tools estimate a handful of fields. This proforma lets you add and rename income and expense lines so the PDF looks like an actual operating statement — closer to what underwriters review.
Yes. Click Export PDF after you fill in the numbers. The file includes the income statement, financing, and return metrics. Email results if you want a copy and a follow-up from the team.
No. It is an educational screening tool. Actual qualification depends on leases, a T12 or operating statement, appraisal, and lender underwriting. Book a strategy call to run the file against live programs.

Yes. Upload a T12, rent roll, or seller pro forma (PDF or Excel). The same AI pipeline used on the CMHC MLI calculator fills income and expense lines when they are visible. Always review taxes and insurance — those must not be double-counted.
No. Debt service is calculated from the financing block. Expense lines are operating only: taxes, insurance, utilities, repairs, admin. Management is a percent of effective gross income.
Year-1 NOI divided by annual P&I (Canadian semi-annual compounding). Conventional commercial lenders typically want 1.20x–1.30x. CMHC MLI Select (5+ units) sizes at 1.10x.
Use the market, not the seller’s 0%. Many Canadian 1–4 unit models start at 3–5%. Stabilized multifamily often uses the appraisal or CMHC local vacancy plus a small cushion — your broker will confirm for the program.

Want a Specialist to Review Your Proforma?

Book a call and we'll match NOI, DSCR, and financing structure to live programs.

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