A pro forma is a forward-looking financial statement that estimates a property’s income, expenses, and projected returns. It includes assumptions about rent, taxes, property management, vacancy, and other factors. Investors use pro formas to compare deals, forecast ROI, and evaluate risk.
Meridian provides a detailed pro forma for every property we sell. It’s a powerful tool for both first-time and experienced investors to understand expected cash flow, break-even points, and long-term returns—especially in 1031 exchanges where decisions must be made quickly.
