Real Estate Financial Model Template (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a comprehensive and flexible framework for evaluating the financial viability of real estate projects across multiple phases and asset types.
2. Saves time and enhances investor confidence with a professional, ready-to-use model featuring clear inputs, dashboards, and valuation tools.

REAL ESTATE EXCEL DESCRIPTION

This product (Real Estate Financial Model Template) is an Excel template (XLSX), which you can download immediately upon purchase.

What it is:
This is a dynamic, investor-ready Excel-based financial model specifically tailored for real estate projects. It enables developers, analysts, and investors to assess feasibility, raise capital, and plan strategically.

Where it can be used:
Ideal for residential, commercial, or mixed-use developments. It supports decision-making for real estate startups, SMEs, private equity firms, and real estate advisory consultants. Perfect for fundraising, project evaluation, bank financing, and investor presentations.

What's included in the file:
✅ General Assumptions – Customizable input section for timelines, inflation, tax, development phases, and unit economics.
✅ Revenue & COGS Buildout – Detailed forecasting of sales per unit, pricing, build costs, phasing, and delivery timelines.
✅ Operating Expenses – Granular expense breakdown including admin, marketing, and operational overheads.
✅ Financial Projections – Monthly and annual forecasts over a flexible 5–10 year timeline.
✅ Key Financial Statements – Auto-generated Income Statement, Balance Sheet, and Cash Flow Statement.
✅ Loan & Equity Schedules – Debt amortization, equity contribution, and return tracking.
✅ Depreciation & Break-even Analysis – Accounting for asset life and determining the financial breakeven point.
✅ Valuation Module – DCF valuation with dynamic assumptions and terminal value.
✅ Dashboards & Charts – Clear visualizations of revenue trends, expenses, profitability, and performance KPIs.
✅ KPIs & Ratios – ROI, IRR, Equity Multiple, DSCR, Payback Period, and more.
✅ Color-coded Inputs – All editable assumptions highlighted for easy scenario analysis.

Best for:
✔ Real estate developers
✔ Financial analysts and consultants
✔ Investors and VCs assessing property ventures
✔ Project finance teams and feasibility planners

Source: Best Practices in Real Estate, Integrated Financial Model Excel: Real Estate Financial Model Template Excel (XLSX) Spreadsheet, DynamicHub Consultants