Companion files · How to Read the Deal Documents
A Practitioner’s Guide to Deposits, Due Diligence, Title, Representations, Prorations and What Happens When a Closing Fails.
These are the companion files of the book. One workbook rebuilds the purchase of Larkspur Commerce Center, the fictional 412,000 square foot industrial park the book follows from the letter of intent to the closing statement: the rent roll, the contract timetable with its business-day rule, the amount at risk before and after the hard date, the environmental re-trade, the rent roll claim under each measure of damages and each type of basket, every proration, both closing statements and the funds flow, the casualty threshold, the remedies, and the seller’s exchange deadlines. A second file holds the abstract and the forty red flags in editable form. No sign-up, no email is asked for, nothing is locked. Blue type is an input, black type is a formula.
The archive holds the workbook, the abstract and 00_START_HERE.md. No macros, no circular references, no external links. The workbook recalculates in Excel, LibreOffice or Google Sheets.
Chapters 1 to 16 · Appendix C
One Inputs sheet holds every assumption, including the closing-day convention and the basket type. The other sheets follow the book: rent roll, timetable, amount at risk, re-trade, claim, prorations, closing statement, casualty and remedies, exchange and withholding, and the three practice cases. A Checks sheet runs 100 tests, putting each figure printed in the book beside the cell that computes it.
Download the workbook25 KBAppendices A and B
The purchase agreement abstract, field by field, with a line for your own contract under each field, and the forty red flags as a checklist.
Download the abstract40 KBRead first
What each file holds, which sheet answers which chapter, and the two switches to change first.
Download the read-me2 KB| The option premium | The buyer spends 381,800 dollars on diligence before its deposit goes hard; after the hard date it can lose 1,881,800 |
| The credits | Prorations and credits excluding the deposit come to 2,104,783.90 dollars, 3.79 percent of the price; the cash due from the buyer at closing is 18,873,816.10 |
| The claim | A rent roll error worth 172,586 dollars in present value recovers 97,586 after a deductible basket, and nothing once the knowledge clause applies |
The files are provided as they are, without warranty of any kind. The model is illustrative: Larkspur Commerce Center, its seller, buyer, tenants and lender are fictional, and the figures, including transfer tax rates, title premiums and cost allocations, are the book’s assumptions, not statements of any jurisdiction’s rates or customs. Nothing here is legal, tax, accounting or investment advice.