Real Estate Acquisition ("Buy-Hold-Sell") Financial Model   Excel template (XLSX)
$59.00

Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Log in to unlock full preview.
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Real Estate Acquisition ("Buy-Hold-Sell") Financial Model (Excel XLSX)

Excel (XLSX)

$59.00
Real Estate Financial Modeling
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF THIS EXCEL DOCUMENT

  1. A professional financial model developped to private equity and investment banking industry standards
  2. Extremely flexible and versatile in terms of inputs and assumptions
  3. Produces granular and accurate outputs to make an investment decision

REAL ESTATE EXCEL DESCRIPTION

This product (Real Estate Acquisition ["Buy-Hold-Sell"] Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

A real estate investment project (office, warehouse, retail) starts with acquisition of an existing property.

At this stage you have to consider the amount of investment, timing (usually a one-off payment when buying an existing property). Even an existing property might require some renovation capex.

The project is often financed by a combination of debt and equity, and for the debt portion there can be different LTV assumptions, interest rates, repayment conditions, loan fees.

To bridge any gaps in funding, you can take a mezzanine loan. Usually this loan is relatively small and has a higher interest rate.

Once the property is renovated, it is leased out to tenants and starts generating rental revenues. There are many operating parameters to take into account: lease terms (rental rates, rent indexation), vacancy rate, void periods between tenants, operating costs, non-reimbursable expenses ("opex leakage"), brokerage fees etc.

A stabilized property has a more conservative risk profile. This means you can draw financing for it at lower interest rate, so you refinance your initial acquisition/construction loan with a new one, under better conditions.

The amount of new loan can be the same as the old one, or you can borrow more money (as much as refinancing LTV allows) and distribute ("cash out") the excess between the shareholders. In either case the new loan terms will include the date of refinancing, interest rate, timing of repayment, fees and commissions.

Finally there comes the time to sell it to a new investor. A capital gain can be achieved owing to increased profit and expansion of multiples (compression of cap rate). If the project is made in partnership, there will be distributions of profits in line with agreements ("waterfall") which can also be modeled upfront.

I have developed this model to analyze real estate investments considering the above parameters. The model can be used for virtually any real estate project. It produces cash flow statements at asset and investor levels and calculate key profitability metrics (IRR, equity multiple, gross return, peak equity requirements) for every investor.

The model findings are illustrated by professionally designed magazine-quality charts.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Real Estate, Integrated Financial Model Excel: Real Estate Acquisition ("Buy-Hold-Sell") Financial Model Excel (XLSX) Spreadsheet, Andrei Okhlopkov


$59.00
Real Estate Financial Modeling
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 18

- Financial Modeling
•  Business Analysis
•  Excel Fundamentals
•  Visual Basic for Applications

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The "

– Roderick Cameron, Founding Partner at SGFE Ltd
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar Hernán Montes Parra, CEO at Quantum SFE
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I "

– M. E., Chief Commercial Officer, International Logistics Service Provider
 
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
 
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Real Estate Financial Analysis M&A (Mergers & Acquisitions)

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.