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🏠 Real Estate & Property

Free Return Estimate Questionnaire Template | FormLM

Feed a candidate purchase its real numbers — price, deposit, rent scenarios, costs and vacancy — for a structured return estimate to review with your adviser.

~12 min to complete
8 cashflow inputs
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Quick answer

Use it on a deal you are seriously considering, not for window-shopping: purchase price, deposit, two rent scenarios, the full cost stack and a vacancy assumption are collected into a structured return estimate to take to your adviser. It is an estimate built from inputs you supply — not a guaranteed return, and real costs may differ.

Disclaimer: an input-collection worksheet, not financial advice or a projected return; confirm figures with a licensed adviser.

Input set follows standard cashflow-model assumptions (rent, costs, vacancy, horizon).

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About this template

Headline yields hide their maths in assumptions. This questionnaire walks an investor through the inputs that actually decide a return — purchase price and down payment, two rent scenarios, the full carrying-cost stack, realistic vacancy, and the holding horizon — and structures the answers into one comparable worksheet. No promised numbers, just an honest frame to take to an adviser or lender conversation.

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Live Preview

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

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Purchase inputs

Price, deposit, fees and finance terms.

2

Rent scenarios

Conservative and achievable levels.

3

Cost stack

Tax, insurance, management, maintenance.

4

Vacancy and horizon

Realistic downtime and hold length.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy as your deal-analysis intake.

2

Investor enters numbers

Scenarios over single guesses.

3

Structured sheet returned

Every assumption written down.

4

Take it to the adviser

Discuss inputs, not vibes.

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Who Is This For

Pick your role — see how it fits your workflow.

1

First-deal investors

Pressure-test before offering.

2

Buy-to-let landlords

Keep the maths on one page.

3

Investment advisers

Start analysis with clean inputs.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

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

  1. Purchase price and closing costs
  2. Down payment percentage and loan terms
  3. Monthly rent — conservative scenario
  4. Monthly rent — achievable scenario
  5. Yearly costs: tax, insurance, management, maintenance
  6. Expected vacancy weeks per year
  7. Planned holding period
  8. One assumption you are least sure about
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Frequently Asked Questions

Does this calculate my yield for me?
It captures and structures every input a yield calculation needs — the arithmetic happens in the adviser's model or yours, on assumptions now written in ink.
Why two rent scenarios?
Single-point rents are optimism wearing a number. A conservative and an achievable line lets the downside be seen before it is owned.
Should vacancy really be entered?
Yes — it is the silent third column. Even strong markets carry downtime; entering it turns a fantasy sheet into a usable one.
How is it different from the investment assessment?
The scored assessment grades a property's overall potential; this questionnaire only nails down cashflow inputs for one deal.
Is sharing numbers with an agent safe?
The worksheet lives in your workspace; share the export, not the account — and the disclaimer keeps nobody quoting returns at you.
Can I reuse it per property?
Copy it per candidate and keep dated answers; last month's inputs age fast.

Run the numbers before the offer

Eight honest inputs, one comparable worksheet.