Financial Breakdown

Overview

The Financial Breakdown consolidates income, expenses, vacancy, financing inputs, and calculated returns into a single interactive table. All values can be adjusted, allowing you to evaluate how changes impact overall performance.

This feature supports consistent financial analysis while giving you full control over assumptions and outputs.

How it works

1. Open a property

Find a property you are interested in and scroll down to access its Financial Breakdown.

2. Review baseline values

Financial inputs are prefilled using PropLytics data or the financial config set on the discovery page to model the properties financials.

3. Edit financial inputs

Adjust values such as rent, expenses, vacancy, or financing directly within the table. Dependent metrics update automatically.

4. Evaluate updated performance

Review changes to cash flow, ROI, and other metrics as inputs are modified.

5. Export your analysis

Export the Financial Breakdown as a CSV to save the current model locally.

Use cases

Stress-test assumptions

Adjust vacancy, rent, or expenses to understand downside risk.

Compare financing scenarios

Model different loan structures and see how returns change.

Document underwriting decisions

Export financials to retain a record of your modeled assumptions and outcomes; and to compare with other financial structures of the same property.

Good to know

Edits do not change source data

Changes apply only to your analysis and do not alter underlying property data.

Calculations update automatically

All dependent metrics recalculate in real time as inputs change.

Exports reflect the active model

CSV exports include all current values and calculated results.