Get Started Free
🏠 Real Estate & Property

Free Investment Potential Assessment Template | FormLM

Rate a property on yield, growth drivers, condition load, demand and exit depth; weighted score plus AI report frames the buy-hold-walk call.

~20 min assessment
5 weighted factors
AI report included
Live Preview

Quick answer

Run it on a specific candidate property before you commit: yield, growth drivers, condition load, tenant demand and exit depth are weighted into a score with an AI report that frames a buy / hold / walk-away call. It models from the assumptions you enter — verify the underlying numbers independently before investing real money.

Disclaimer: this is a scoring aid built on your inputs; it is not financial advice, and returns cannot be guaranteed.

Factors adapted from common rental-investment screening checklists; weights adjustable per strategy.

💡

About this template

Investment decisions get made on spreadsheets nobody else can read. This assessment gives one property a shared reading: gross and realistic yield, local growth drivers, the condition bill coming due, tenant demand depth, and how liquid an exit would be. Weighted, scored, summarized into an AI report — so an investor, an agent and a spouse can look at the same one-pager and argue about the same numbers.

🖥️

Live Preview

Sample form and AI report preview (fillable once the app is published).

loading...
…
Fill it in to see how responses flow.
loading...
…
Sample AI report with scoring visuals and recommendations, printable as a PDF.
loading...
…
Scan the QR on the report to start an AI consultant chat.
📦

What's Included

Everything you need to run this template.

1

Yield reality

Gross rent against true operating costs.

2

Growth drivers

Transport, employment and supply pipelines.

3

Condition load

Capex coming due within the horizon.

4

Demand and exit

Who rents it, who buys it next.

🧭

How It Works

From copy to deliverable in four steps.

1

Use this template

One run per candidate property.

2

Score five factors

Pull figures from your own comps.

3

Read the weighted total

See which factor is the deal-breaker.

4

Share the AI report

One-pager for partners and lenders.

👥

Who Is This For

Pick your role — see how it fits your workflow.

1

Individual investors

Same lens on every candidate.

2

Buyer's agents

Show the why behind a yes.

3

Property funds and syndicates

Standard intake scoring pre-committee.

⭐

Key Features

What makes this template work as a professional deliverable.

📝

Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Realistic annual net income at expected rent
  2. Yield versus your strategy's floor
  3. Two or three growth drivers you can name for this street
  4. Known and likely capital works within your horizon
  5. Tenant demand: who competes for this unit
  6. Exit depth: how many buyers would bid in a downturn
  7. Overall call today: buy, hold, watch or walk
❓

Frequently Asked Questions

What is the difference between gross and net here?
Gross rent is the headline; net is after tax, insurance, maintenance, vacancy and management. The assessment weights the honest net, which is why two identical buildings can score differently in two hands.
Is this an alternative to my analyst?
No — it is a shared reading of your analyst's numbers. The value is the written, comparable, dated score across candidates.
Which factor should be weighted heaviest?
Strategy decides: cashflow buyers lean on net yield; growth hunters lean on drivers and exit depth. That is why weights are editable.
Why ask who rents and who buys?
Because both sides of liquidity are the investment. A beautiful unit nobody wants to rent or resell is a hobby, not a position.
Can we batch-run a portfolio?
Yes — one response per asset; ranking totals across the portfolio reveals the laggards and the candidates to double down.
What does the AI report add?
It names the single lowest factor, explains it against your stated strategy and lists the two checks worth doing before any offer.

Put every candidate through the same lens

Score five factors, read the AI one-pager, decide with the same numbers.