Development, Financial Model, Health Care, Hospitality, Investment, Real Estate, Residential Properties

10-year Financial Projections, Cap Rate (Capitalization Rate), Cash Flow Analysis, Cash Flow Projections, Debt Amortization, Debt Schedule, Excel, Financial Analysis, Financial Debt, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Reporting, Financial Statements, Financing, Forecasting, Investment Multiple, Investor Cash Flows, Investors, IRR (Internal Rate of Return), Private Equity Waterfall Distribution Models, Property Valuation, Real Estate Valuation, Rental Income, Return on Investment (ROI), Revenue Projections, Startup Financial Models, Terminal Value, Uses and Sources of Funds

Senior living apartments are just that – apartments (townhouses and condos may also fall in this category) within communities or complexes which are specifically designed with the wants and needs of older adults in mind. This may include provisions such as age restrictions, and often includes many fantastic perks, such as laundry and housekeeping services, onsite amenities such as spas, fitness centers and salons, and much more.

This Financial Model presents a development scenario of a Senior Living Complex with units available for Rent and enables users to get into details of every step of a Senior Living Development project, from the development & construction stage to rental of Units, projection of cash flows and returns to investors.

The model follows Financial Modeling Best Practices principles, is fully customizable, and has a dynamic functionality allowing users to select the desired investment period from 1 up to 10 Years.

Model Structure

Inputs & Model Calculations:

• Project Setup Assumptions: Property Metrics, Apartments Metrics (Total Units, Units Sizes, Rental Prices), Rent Roll Assumptions, Other Revenue
• Project Timing (Development & Operations Periods)
• Development Budget
• Operating Expenses & Capital Expenditures
• Financing & Capital Structure (Equity, Development & Mezzanine Debt Schedules)
• Property Sale Assumptions (Sale Year, Exit Cap Rate)

Output Reports:

• Monthly Project Cash Flow
• Annual Project Cash Flow includ. Taxable Income Schedule
• Project Returns including Unlevered, and Levered Cash Flows, Return Metrics (IRR, MOIC)
• Partnership Returns (A 4-tier IRR hurdle waterfall model to distribute proceeds between the general partner and limited partner)
• Project Executive summary containing all high-level project information for review and is designed to be easy to read, print, and save to pdf.

Instructions on the use of the model are included in the Excel file.

Help & Support

Committed to high quality and customer satisfaction, all our templates follow best-practice financial modeling principles and are thoughtfully and carefully designed, keeping the user’s needs and comfort in mind.

No matter if you have no experience or are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!

If you, however, experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.

If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.