
This is a collection of financial model templates for Real Estate businesses and their related sectors. The models included in this bundle are the following (all Excel models):
- Real Estate Brokerage Economic Analysis – Create up to a 10-year financial forecast for a real estate brokerage operator. Includes a three-way statement model, DCF Analysis, IRR, and more.
- Airbnb Arbitrage Forecasting Sheet – Designed for individuals interested in leasing properties and then sub-letting those properties to short-term rental booking sites such as Airbnb, Vrbo, etc.
- Hotel Construction & Operation Financial Model – Granular assumptions to create a financial forecast for hotel operators and acquirers. Includes three statement models and depreciation.
- Short-Term Rentals – Simulate all the financial aspects of buying properties to do short-term rentals (STRs). Up to 15 years and 20 property slots (or tranches of properties).
- Mixed-use Real Estate Model – A general real estate model to plan all assumptions for up to 7 ‘uses’ for a given property. Includes development/acquisition, leverage if desired, operations, and dissolution for up to 10 years. Includes monthly and annual output summaries.
- Self Storage RE Ramping Model – (Up to 6 funds or individual investments) This is an equity-only (joint venture capable) financial model for building / acquiring self-storage property for some time and then re-selling it in the hopes of growing into bigger deals over time.
- Real Estate Acquisition: Unit-Based – Plan out the initial investment requirements, expected operating cash flow, and potential exit proceeds of a given property with up to 10 units.
- Assisted Living Facility Financial Model – Full stack financial model, including financial statement outputs, cap table, and bottom-up assumptions specific to an assisted living facility, nursing home, or hospital.
- Single-family Rental Property ROI Analysis – Analyze rental property investments with this tool. Simple assumption tab and monthly / annual cash flow. Up to 30 years. Includes exit assumptions / exit cap.
- Value-add Real Estate Calculator – A quick one-tab calculator that covers all major aspects of purchasing real estate (multi-family, apartment building, single tenant, commercial/residential), renovating it, and re-selling.
- Joint Venture / WaterFall Real Estate Financial Model – This includes a few different waterfall templates where you just have to plug in distributable cash flow, and it will apply all the logic to distribute the cash flows to the LP and GP according to the inputs for each IRR hurdle. You will get the following model templates:
- WaterFall Logic where 1 Investor promote, 1 Sponsor promote
- Waterfall Logic where 2 Investor promotes, 1 Sponsor promote
- Joint Venture Annual Only and Includes Refi Option
- Waterfall with 5 Scenario Analysis
- Mobile Home Park / Community Financial Model – Offers specific logic related to operating mobile home parks.
- Apartment Complex Cash Flow and Valuation – A unique model that is geared toward the acquisition of an apartment complex
- Multi-family Real Estate Model (with Options for Joint Venture and Refi) – Plan out the cash flows of a joint venture acquisition of multi-family real estate deals. This allows for a dynamic exit year (up to 10 years) and a dynamic refinance year. IRR hurdles are included.
- Budget vs. Actual – Real Estate Development Financial Planner (48 months) – Plan out the financial requirement for a real estate development project and compare actuals with budgeted items. Includes ROI/IRR/interest reserve/dynamic loan requirement calculations/more.
- Preferred Equity (equity multiple hurdles) – Hurdle 1 is repayment of all pref. equity, hurdle 2 is the desired equity multiple, and hurdle 3 is a remaining defined split.
- Preferred Equity (preferred return hurdle) – Hurdle 1 is repayment of all pref. equity plus any preferred returns defined, and hurdle 2 is an optional kicker of remaining cash flows. A secondary pool option for common equity goes through 3 IRR hurdles if needed.
- Preferred Return (no requirement on equity repayment priority) – This template defines a preferred return with priority. Beyond that, the remaining cash is split per defined %. Options for unpaid returns / accrual / compounding / re-set.
- Apartment Building / Self-Storage / Multi-Family Acquisition Model: 15 Years – This real estate model works great for acquisitions of apartment buildings, multi-family properties, or self-storage facilities.
- IRR Sensitivity Real Estate Model – This is a simple real estate model with all the inputs on a single page and the three IRR sensitivity tables.
- 1000 Unit Rent Roll Forecasting Template – Enter assumptions about each individual unit of a building or multiple buildings. There are slots for up to 1,000 units. Forecast rental income, expenses, NOI, and cash flow for up to 20 years.
- Cost Segregation Study: Estimated Benefit Summary and Supporting Data – offers a comprehensive suite for conducting a detailed cost segregation study.
- Scaling Multiple Rental Properties – Up to 100 – Configure up to 100 rental property acquisitions and view the return on investment, IRR, and more over the course of 20 years. (provides a Fund version and single operator version)
- Tenant Management: Real Estate Dashboard – Structured database with the right columns to keep track of all your tenants, rent roll, and collections.
- Zero Down Seller Financing Strategy for Real Estate Investment – A tool to estimate the expected risk and cash flow of acquiring real estate with a combination of seller financing and a traditional mortgage.
- Single Tenant Industrial Real Estate Model – A template setup specifically for single tenant industrial real estate. Includes two joint venture waterfall options as well.
- Strip Mall Acquisition Model – Up to 30 Tenants – Analyze various strip mall acquisition deals with this model. Includes two waterfall options for joint ventures if applicable.
- Real Estate Development Model (lot-based) – This real estate development model is designed for small or large lot developments (up to 500 slots) and each lot has configurable assumptions.
- New Construction Real Estate Model for Retail Locations – This model is for the construction of a retail building, getting a loan for it, and using estimated rents (including tenant improvements), carry costs, leasing commissions and more. Up to 15 tenants and across 15 years.
- Data Center 10-year Financial Model – This Excel-based model is a highly flexible solution for assessing new data center projects over a 10-year horizon. It integrates three financial statements, a DCF framework, IRR/equity multiple metrics, and both investor and operator views.
- 10-Year Dynamic Multi-Family / Apartment Acquisition Real Estate Model – Includes forward assumptions for LTL, economic vacancy, credit loss / bad debt, renovation premium, concessions, renovation vacancy, and 10 other income items. Includes T12 mapping.
- Hotel Deal Analyzer – This template was built to handle acquisitions or new development hotel projects.
- 10-Year Venue & Banquet Hall Financial Planning Model – This model is built to handle acquisitions or new developments in the event venue space. It is a cross of real estate and hospitality financial modeling.
- Coworking Pods Scaling / Development Financial Model – This financial model forecasts the performance of a subscription-based coworking pod business that combines recurring membership revenue with real estate ownership, allowing users to test scalability, financing, and utilization-driven pricing to evaluate long-term returns and exit value.
The total value of this product bundle is USD 2244.99, and now, it’s priced at USD 399 (at more than 90% Price Discount!).
A general real estate model to plan all assumptions for up to 7 'uses' for a given property. Include... Read more
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Ready-to-use financial model template. The Rental Property financial model template forecasts a rent... Read more
This Template is to provide users a ready to use tool of Real estate private equity valuation and wa... Read more
3-Statement 5-year rolling projection model with a valuation for new or existing business developing... Read more
A collection of six Real Estate Development Financial Models offered at a discounted price you can�... Read more
A collection of seven Real Estate Development Financial Models offered at a discounted price you can... Read more
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