FREE TOOLS FOR CRE PROFESSIONALS

Free Commercial Real Estate Resources

Start with the tool you need.

Download practical templates and Excel models, use calculators, or work through guides built for underwriting, valuation, development, lending, and property marketing.

Templates · Excel models · Calculators · Guides · Courses

POPULAR RESOURCES

Use these resources to organize due diligence, analyze financing, and understand the cash flow behind a commercial property valuation.

CHECKLIST

CRE Due Diligence Checklist

Organize the financial, legal, physical, and operational review of a commercial real estate acquisition.

CALCULATOR

Commercial Mortgage Calculator

Calculate the maximum supportable loan amount using LTV, DSCR, and debt yield.

GUIDE

Real Estate Development Proforma Template

Connect development costs, financing, project cash flow, value, and returns in one Excel model.

RESOURCE LIBRARY

Choose the kind of resource you need

Start with a reusable document, an unlocked model, a quick calculation, or a guide that explains the concept step by step.

TEMPLATES & CHECKLISTS

Forms for common commercial real estate workflows

Organize lease data, due diligence, borrower information, property marketing, and other recurring CRE work with reusable documents.

Lease Abstract Template

Capture the dates, rent terms, options, recoveries, and other provisions that matter in a commercial lease.

Lease analysis

Rent Roll Template

Organize tenant names, suites, lease dates, rent schedules, and other key property-level lease data.

Property operations

Commercial Real Estate Due Diligence Checklist

Track the financial, legal, physical, and operational review of a commercial property acquisition.

Acquisitions

Schedule of Real Estate Owned

Summarize owned properties, debt, income, value, and ownership information in one reusable schedule.

Borrower information

Personal Financial Statement Template

Organize personal assets, liabilities, income, and net worth for lending or financial review.

Borrower information

Credit Analysis Template

Organize borrower financial information and supporting credit analysis in an Excel-based worksheet.

Credit review

Broker Price Opinion Form

Document a broker’s opinion of value, supporting property information, and key assumptions.

Brokerage

CRE Marketing Plan Template

Plan a property marketing strategy, channels, timeline, positioning, and deliverables.

Property marketing

Commercial Real Estate Flyer Template

Create a concise one-page property flyer with space for details, photography, maps, and financial highlights.

Property marketing

Commercial Real Estate Offering Memorandum Template

Structure a complete offering memorandum for presenting a commercial property to prospective buyers.

Property marketing

CRE Flyer and Offering Memo Templates

Browse reusable templates for flyers, brochures, and commercial real estate offering materials.

Property marketing

EXCEL MODELS

Downloadable real estate spreadsheets

Unlocked Excel models for property cash flow, development, lending, and portfolio analysis.

Real Estate Proforma Template

Build a commercial property cash flow forecast and analyze property-level income, expenses, financing, and returns.

General CRE analysis

Office Building Proforma Excel Template

Model an office property with tenant-level leases, operating expenses, financing, and investment returns.

Office

Retail Building Proforma Excel Template

Forecast retail property cash flow with tenant leases, reimbursements, rollover, financing, and sale assumptions.

Retail

Industrial Building Proforma Excel Template

Analyze industrial property cash flow, expenses, debt, value, and returns in an unlocked Excel model.

Industrial

Multifamily Proforma Excel Template

Forecast apartment income, operating expenses, financing, sale proceeds, and property-level returns.

Multifamily

Self Storage Proforma Excel Template

Model self-storage income, expenses, financing, value, and returns in a reusable spreadsheet.

Self storage

Real Estate Development Proforma Template

Connect development costs, financing, project cash flow, value, and returns in one Excel model.

Development

Real Estate Development Budget and Draw Schedule

Build a development budget and track the timing of costs and construction loan draws.

Development

Global Cash Flow Analysis Template

Combine business, personal, and real estate cash flows for a broader borrower or guarantor analysis.

Lending

Borrowing Base Certificate

Calculate availability under a borrowing base and organize the supporting collateral information.

Lending

CALCULATORS

Run a quick commercial real estate calculation

Use these calculators for returns, valuation, financing, and basic investment analysis.

CALCULATOR

Commercial Mortgage Calculator

Calculate monthly payments and view principal and interest over the loan term.

CALCULATOR

IRR Calculator

Calculate the internal rate of return for a series of investment cash flows.

CALCULATOR

NPV Calculator

Discount future cash flows to estimate their present value at a selected rate.

CALCULATOR

Cap Rate Calculator

Calculate capitalization rate, value, or net operating income from the other two inputs.

CALCULATOR

Cash-on-Cash Return Calculator

Measure annual pre-tax cash flow relative to the equity invested in the property.

CALCULATOR

MIRR Calculator

Calculate modified internal rate of return using separate financing and reinvestment rates.

CALCULATOR

Band of Investment Calculator

Estimate an overall capitalization rate from weighted debt and equity requirements.

CALCULATOR

Rental Property Calculator

Estimate rental property cash flow and investment returns from a basic set of assumptions.

GUIDES & LEARNING

Learn the concepts behind the numbers

Build your commercial real estate knowledge through practical guides, topic libraries, quizzes, and self-paced courses.

Commercial Real Estate Guide

Start with a practical overview of commercial property types, financing, analysis, market data, and professional resources.

Topic library

Real Estate Finance

Explore the core concepts behind property cash flow, investment measures, DCF analysis, lending, and capital structure.

Topic library

Real Estate Finance Quiz

Test your understanding of core real estate finance concepts and calculations.

Quiz

Online Commercial Real Estate Courses

Build practical skills through self-paced courses, real-world case studies, and unlocked models and templates.

Courses

When a template is no longer enough

PMX Proforma brings lease-by-lease cash flow, development, financing, DCF valuation, sensitivity analysis, and partnership returns into one tested, browser-based property model.

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