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Running a Calculation in U-Rite

Excel Add-in

Running a Calculation in U-Rite​

Users often enter all their property, lease, and expense information into a U-Rite model but aren’t sure how to trigger the engine to compute cash flows, loan details, and other underwriting outputs. Running a calculation applies your assumptions across the entire model and produces the financial results needed for analysis and reporting.

Before You Run a Calculation​

Before starting a calculation, ensure your model inputs are complete and up to date. U-Rite’s calculation engine relies on your entered assumptions, including:

  • Rent roll data
  • Operating expenses
  • Recoveries and reimbursements
  • Revenue assumptions
  • Debt and loan terms

Any missing or invalid inputs may affect your results.

How to Run a Calculation​

Step 1: Start the Calculation​

  1. Navigate to the Action section of the U-Rite ribbon
    or use the Action Bar within the app.
  2. Select Run to start the calculation.

Warning
Lite users have a limited number of calculation runs.
Upgrade to Pro for unlimited calculations.

Step 2: Select Output Details (Optional)​

If you want additional output details:

  1. Open the Excel Output tab.
  2. Select the outputs you would like included before running the model.

What U-Rite Calculates​

When you run the model, U-Rite processes each major component of your underwriting file:

  • Cash Flow Projections
    Period-by-period NOI, net cash flow, reversion assumptions, and DSCR calculations.

  • Loan Schedules
    Interest-only periods, amortization schedules, payment amounts, and outstanding balance forecasts.

  • Recoveries & Reimbursements
    Operating expense and tenant recovery allocations based on lease structures.

  • Revenue Calculations
    Rent steps, contract escalations, vacancy assumptions, and other revenue drivers.

Validation and Error Checks​

During processing, U-Rite automatically validates your inputs and flags issues such as:

  • Missing lease dates
  • Incomplete expense items
  • Invalid or inconsistent loan terms

If an error is detected, the calculation engine highlights the affected fields so you can correct them before re-running the model.

Reviewing Your Results​

Once the calculation is complete:

  1. Review outputs in the Cash Flow, Loan Summary, and related sheets.
  2. Confirm results reflect your assumptions accurately.
  3. Iterate and re-run calculations as needed to compare scenarios.

All outputs update instantly based on your inputs, allowing for fast analysis.

Need Help?​

If the calculation does not run as expected or you see unexpected results, contact:

support@u-rite.com

Support can assist with troubleshooting and model review.