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5-year Financial Projections, Amortization, Bad Debt, Bookkeeping, Budget, Budgeting, Business Valuation, Cap Rate (Capitalization Rate), Cash Flow Analysis, Cash Flow Projections, Cash on Cash Yield, Cash-on-Cash Multiple, CFO, Debt Amortization, Debt Schedule, Debt Service Coverage, Developers, Discount Rate, Excel, Financial Analysis, Financial Debt, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Reporting, Financial Statements, Financing, Forecast, Forecasting, Fundraising, Gross Yield, Income Statement, Interest Accrual, Investment Multiple, Investor Cash Flows, IRR (Internal Rate of Return), Know-How, KPIs (Key Performance Indicators), Levered Yield, Loans, Mortgage, Net Yield, Private Equity, Private Equity Waterfall Distribution Models, Pro-Forma, Profitability Analysis, Property Appraisals, Property Valuation, Real Estate Valuation, Rental Income, Replacement Cost, Return on Invested Capital (ROIC), Return on Investment (ROI), Revenue Projections, Scenario Analysis, Sensitivity Analysis, Terminal Value, Uses and Sources of Funds, Valuation

Real Estate Investment Model with Waterfall Including Return of Capital, Preferred Return, Dynamic Catch Up, & Promote

Video Walkthrough:

Overview:
Pro Forma Models created this financial model to provide an all-in-one dynamic real estate investment pro forma that is easy to use and can handle a variety of dynamic waterfall assumptions specific to a user’s situation. The waterfall model includes a dynamic catch-up. This model allows users to quickly underwrite and value a real estate investment at the property, overall investment, general partner, and limited partner level.

Model Highlights:
– Dynamic pro forma financial model allowing for up to 5-year projection
– User-defined acquisition, financing, operating, capital expense, and disposition assumptions
– Dynamic waterfall, including the preferred return, catch-up, and customizable hurdle
– 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 Real Estate Investment, especially as a General Partner or Limited Partner.

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
– Provides a precise and neatly organized dynamic waterfall schedule, including catch-up that is fully customizable to user assumptions
– Calculates equity requirements and forecasts a debt schedule based on a variety of user assumptions
– Projects investment value and returns for up to 5 years in advance

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