# Deal Summary Template

Use this template to provide property details when loading any skill. Fill in the fields relevant to the skill you're using — not all fields are required for every skill.

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## Property Information

- **Property Name:**
- **Address:**
- **City / State / ZIP:**
- **Submarket:**
- **Property Type:** Multifamily
- **Property Class:** A / B / C
- **Year Built:**
- **Year Renovated (if applicable):**
- **Total Units:**
- **Total Rentable SF:**
- **Lot Size (acres):**
- **Number of Buildings:**
- **Number of Stories:**
- **Parking:** (type and count)

## Unit Mix

| Unit Type | Count | Avg SF | Asking Rent | Market Rent |
|-----------|-------|--------|-------------|-------------|
| Studio | | | $ | $ |
| 1BR/1BA | | | $ | $ |
| 2BR/1BA | | | $ | $ |
| 2BR/2BA | | | $ | $ |
| 3BR/2BA | | | $ | $ |

## Financial Summary

- **Asking Price:** $
- **Price Per Unit:** $
- **Current Cap Rate:** %
- **Current NOI:** $
- **Current Occupancy:** %
- **T-12 Effective Gross Income:** $
- **T-12 Total Operating Expenses:** $
- **T-12 NOI:** $
- **OpEx Ratio:** %
- **Per-Unit Annual OpEx:** $

## Investment Thesis

- **Deal Strategy:** Core-Plus / Value-Add / Distressed
- **Target Hold Period:** years
- **Target IRR:** %
- **Target Equity Multiple:** x
- **Target Cash-on-Cash:** %
- **Value-Add Plan (if applicable):**

## Financing Assumptions

- **Target LTV:** %
- **Estimated Loan Amount:** $
- **Equity Required:** $
- **Target DSCR:** x
- **Preferred Loan Type:** Agency / CMBS / Bank / Bridge
- **Target Closing Date:**

## Key Concerns / Focus Areas

List any specific areas you want the analysis to focus on:

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