1. EAC Analysis Spreadsheet How To Guide
12 February 2016
POC: Vil Nikollaj
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

2. High-Level View & Color Coding
Enter data in sequential order
1) Quick tab – enter core info to determine if property warrants additional Due Diligence
2) Analysis tab – points to quick tab for core info & in depth analysis of property
3) Summary tab – used to present to investors
4) Performance tab – actual #s compared to pro forma, calculates performance ($, time, %)
Rev tab – details major changes made
Legend – color scheme
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

3. Quick Tab Enter core information about property.
- If not known, use approximate or leave blank
Based on Rental/Flip (2 core businesses), will determine Values.
- If actual values close to or above our Rough Criteria, provide to MP and determine if more in-depth analysis is needed
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

4. Analysis: What the buttons do
1/2 will hide/show all
columns past column H
+/- will hide/show section below
If you are only proposing a FLIP, select - sign above all sections not applicable
If you are proposing Rental, select - sign for all sections not applicable
1/2 will hide/show the top row
(hide if you want to print for investor)
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

5. Analysis: Step 1 – Enter property info & picture
Insert picture
Populate areas in beige
If property not a rental, erase info, otherwise provide comps
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

6. Analysis: Step 2 – ARV calculations (3 comps)
Provide information in spreadsheet.
If provided CMA from appraiser or Realtor, just include in the property package (Dropbox) vs. re-entering.
We only want the data to validate the ARV.
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

7. Analysis: Step 3 – Update ARV, WS Fee, Closing
Most data copied from Quick tab (gray)
Automatically calculated
if flat fee (eg. $3,000) overwrite with this value.
ARV - will use Quick tab.
If comps in Step 2 are different, update the Quick tab #s
Enter purchase closing costs (different for each market)
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

8. Analysis: Step 4 – If rental
Enter remaining items in beige.
If your agreement is different (i.e. management, GP % not 10% and 20% after refi), modify it.
- If JV not agreed upon yet, please justify why your #s are different than the pro forma.
Placement fee varies – set to 1 mo rent, then ½ mo after refi (assuming turnover 2 years)
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

9. Analysis: Step 5 – If flip
Enter remaining items in beige.
If your agreement is different, (i.e. different payout or commission), modify it.
- If JV not agreed upon yet, please justify why your #s are different than the pro forma.
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

10. Summary: Step 6 Change to either Flip or Rental,
Formulas will link to necessary data
GP - Fill in information about the project
MP - populate Proposed ROI and Plan for Project
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web

11. Performance: Step 7 Fill in items in beige. Instructions next to cells
EAC Group Investments | 9834 Genesee Avenue Suite 310 La Jolla, CA | Tel | Web