Mogul Deal Evaluator Help Center Sign in

Analyze Your First Deal

Getting Started Updated Sep 13, 2026 New users analyzing their first property

This guide walks you through analyzing your first property in Mogul Deal Evaluator — from creating the deal to reading your first results. You don't need every number up front: start with what you know and refine as you learn more about the property.

Not ready to enter your own deal? Start with a sample

The dashboard offers sample deals — fully worked, read-only analyses for each asset type, built on real property addresses with example financials. Opening one is the fastest way to see what a finished underwrite looks like before you build your own. When you're ready, the sample's Create My Own Deal button takes you straight into the flow below.

Step 1 — Start a new analysis

From the dashboard or your pipeline, start a new analysis. The picker asks one question first: "What are you underwriting?" Choose the asset type that matches the property — Multifamily, Self-Storage, Mobile Home Park, or Single Family (which then asks for a strategy). Each choice opens a purpose-built workspace rather than one generic calculator, so this decision shapes everything that follows.

Step 2 — Enter what you know

The intake asks for the property's address and the essentials — typically the price and the income basics for your asset type. Everything you don't enter is filled from your saved Deal Assumptions defaults, and every value stays editable after the deal opens. Where available, public property data is pulled in to pre-fill or sanity-check inputs — treat it as a starting point and verify against real documents.

Step 3 — Get oriented in the deal workspace

Every deal opens into the same set of tabs:

  • Overview — the headline results at a glance.
  • Underwrite — where your assumptions live. This is where most of your work happens.
  • Reports — the presentable output of your underwriting.
  • Property Data — public records for the property: ownership, sales history, taxes, building details.
  • Market Insights — market evidence like comps and area statistics.
  • Documents and Notes — keep the deal's files and thinking in one place.
The seven tabs every deal opens with: Overview, Underwrite, Reports, Property Data, Market Insights, Documents and Notes, with Overview selected.
Every deal — whatever the asset type — opens into these seven tabs.

Step 4 — Work the underwrite, then refine

The Underwrite tab guides you through its sections in order and shows a live analysis as you go. A good rhythm for a first deal:

  1. Complete the required inputs the workspace asks for first.
  2. Check Property Data and Market Insights to test your price and rent assumptions against evidence.
  3. Return to the Underwrite tab and adjust — every change updates the analysis.
  4. Compare the results against your own Buying Targets so "good deal" means your criteria, not a gut feeling.

Step 5 — Share when you're ready

When the analysis is worth showing to a partner, lender, or investor, the deal's report and sharing controls let you generate a presentable report and share it deliberately — nothing is public until you explicitly enable a link.

Common mistakes to avoid

  • Forcing a deal through the wrong asset type or strategy. The analysis answers the question the workspace was built for. It's quicker to create a second deal with the right choice than to bend the wrong one.
  • Trusting pre-filled data blindly. Automatic data is a head start, not a source of truth. Verify rents, taxes, and expenses before relying on the results.
  • Skipping the expense side. New investors focus on income and underestimate operating costs — the fastest way to overestimate a deal.
new deal getting started first deal analyze sample deal overview
Still need help?

Our team is happy to help you get unstuck.

Mogul Deal Evaluator · All Rights Reserved