Core Multi-Family (Apartment) Real Estate Investment Model with Waterfall

Pro Forma Models created this financial model to calculate and analyze the pro forma indicative return from a core multi-family real estate investment.

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Full Title:

Core Multi-Family (Apartment) Real Estate Investment Model with Waterfall Cash Distribution, Deal-Level & GP/LP Return Metrics

Video Overview:

Overview:
Pro Forma Models created this financial model to calculate and analyze the pro forma indicative return from a core multi-family real estate investment. The model has assumptions for different purchase metrics, investment structures & fees, equity, debt, and capital expenses, as well as complex revenue and expense assumptions.

Model Highlights:
– Dynamic pro forma financial model allowing for up to 10-year projection
– User-defined acquisition, financing, operating, capital expense, and disposition assumptions
– Ability to model the rental revenue forecast using an institutional and industry-standard approach
– Dynamic debt schedule allows for a variety of complex user assumptions
– Institutional-quality actionable reporting output to drive investment decision making
– Fully unlocked and transparent model allowing users to customize
– Support from a team of highly qualified investment and financial professionals

Key Features:

Built for anyone looking to accurately analyze a Core Multi-Family (Apartment) Real Estate Investment. The model:

– Provides institutional-quality actionable reporting output to drive investment decision making, including sources and uses, levered IRR, unlevered IRR, multiples of capital, and capital account balance tracking by year
– Calculates equity requirements and forecast a debt schedule based on a variety of user assumptions, including amortizing or interest-only mortgages, fixed or floating interest rates, interest-only terms within an amortizing mortgage, and the ability to prepay monthly and/or annually
– Model the rental revenue forecast using an institutional methodology
– Projects investment value and returns for up to 10 years in advance

Support:
Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.

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