Core Single-Family (SFR) Build to Rent (B2R) 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 Single-Family (SFR) Build to Rent (B2R) Real Estate Investment. This model is used to acquire an existing operating asset, not to build or develop a property.

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Video Overview:

Overview:
Pro Forma Models created this financial model to calculate and analyze the pro forma indicative return from a Core Single-Family (SFR) Build to Rent (B2R) Real Estate Investment. The model has assumptions for different purchase metrics, investment structures and fees, equity, debt, and capital expenses, as well as complex revenue and expense assumptions. This model is used to acquire an existing operating asset, not to build or develop a property

Model Highlights:
– Dynamic pro forma financial model allowing for up to a 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 allowing 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 Single-Family (SFR) Build to Rent (B2R) 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.

Reviews

  • Residential Build and Sell

    The spreadsheet allows me to determine all related costs, expenses and revenues. Its an excellent spreadsheet.

    15 of 31 people found this review helpful.

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