DESCRIPTION
A budgeting template for the real estate industry, this financial planning tool will suit any type of real estate development company – from small family housing developers to multi-building commercial real estate developers. It distinguishes 3 project lifetime stages – land/building acquisition, construction & development and operating phase. The model contains assumptions and projections for the Profit and Loss Statement, Balance sheet and Cash Flow Statement as well as detailed projections for specific parts of these statements. These detailed projections influence big picture as well as logically divided into different worksheets. Detailed instructions are given on each worksheet which helps you conduct different scenario analysis and conveniently track changes using built-in dashboard.
The functionality of the Real Estate Budget template:
• separate Profit and Loss Budget, Balance Sheet and Cash Flow budget
• detailed projections of all project lifetime phases
• estimation of the costs of planning, construction, development, etc.
• separate Inventory and Fixed Asset cost break-down
• automatically calculated debt schedules
• sales projections
• rental property detailed break-down and income projections
• separate worksheet for monthly, as well as yearly Ratio Analysis
The model is built in the way that minimum manual input is required, all necessary projections are calculated automatically. Hence, it will be possible to quickly analyze different scenarios and adjust the plans.
Contact our team if you're looking for additional support with your company's financial needs! You can request model adjustments for any template found on our website or request a completely customized financial template with your company's data (operational budgets, cashflow projections, valuation models, cost analysis and other models).
The customization services are performed by the same team of analysts that organizes the Financial Modeling World Cup (our group's company). The Financial Modeling World Cup is the world's largest financial modeling competition, enjoyed by top-class modelers from all over the world. Our team is trusted by such big names as Microsoft, the main sponsors of the tournament, and ESPN who broadcast the tournaments to TV audience.
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Source: Best Practices in Integrated Financial Model, Real Estate Excel: Real Estate Budget Template Excel (XLSX) Spreadsheet, Andrew Grigolyunovich
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