Real Estate | Mixed-Use Multifamily Acquisition   Excel template (XLSX)
$80.00

Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
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Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
Real Estate | Mixed-Use Multifamily Acquisition (Excel template (XLSX)) Preview Image
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Real Estate | Mixed-Use Multifamily Acquisition (Excel XLSX)

Excel (XLSX)

$80.00
Created by a certified Financial Modeler with 10 years+ of experience, including work with KPMG, McKinsey, and Deloitte, and managing $250MM+ in corporate finances. My goal is to provide institutional quality templates and analysis.
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BENEFITS OF THIS EXCEL DOCUMENT

  1. This comprehensive real estate financial model (Pro-forma) is specifically designed to evaluate the acquisition, renovation, and operational viability of mixed-use multifamily properties.
  2. It provides detailed insights into cash flow projections, renovation budgets, and financing options, ensuring a thorough analysis of investment potential.

REAL ESTATE EXCEL DESCRIPTION

This product (Real Estate | Mixed-Use Multifamily Acquisition) is an Excel template (XLSX), which you can download immediately upon purchase.

Model Features:

-Dynamic Cash Flow Analysis: The model offers monthly and annual cash flow projections, enabling users to assess acquisition feasibility, understand the impact of renovations, and project the property's operational performance over a ten-year period. It includes essential investment metrics that guide decision-making, ensuring a comprehensive evaluation of the property's potential resale value.
-Acquisition-Phase Budgeting: A key feature of the model is its ability to integrate a renovation budget, allowing investors to forecast and allocate funds for property improvements effectively.
•  Commercial Rent Roll Modeling: The model provides flexibility to set critical parameters for commercial units, including tenant improvements, lease commissions, free rent, and renewal probabilities, offering a detailed rent roll analysis.
-Debt Options: The model includes three customizable debt financing options tailored to various acquisition and renovation strategies:
•  Acquisition Loan: The primary loan used for the initial property purchase.
•  Mezzanine Loan: A subordinate loan that acts as a bridge for funding, particularly for renovations, offering flexible financing without requiring immediate equity outlay.
•  Refinance of Acquisition Loan: This option provides the opportunity to restructure the acquisition loan after a set period, potentially securing more favorable terms based on the property's improved performance.
•  Capital Stack Framework: The model adopts a sequential funding strategy, where equity is drawn first, followed by mezzanine debt, and finally, the acquisition loan. This aligns with industry-standard financing structures, ensuring a clear and organized approach to funding the acquisition and renovations. The model also includes refinancing options, offering flexibility in managing the property's financial structure over time.
•  Working Capital Funding: Users can establish and fund a working capital reserve at the time of acquisition, ensuring that the property has sufficient liquidity to cover immediate operational needs. This feature is critical for maintaining financial stability during the initial ownership phase.
•  Equity Waterfall Analysis: The model includes a customizable equity waterfall distribution function, allowing users to define capital allocation among limited and general partners across two to four tiers.

Instructions for Use:

•  Data Entry: Input data only into the cells highlighted with a dark blue font on the "Investment Summary" and "Assumptions" sheets. Black text indicates cells containing formulas that should not be altered.
•  Sample Data: The template includes hypothetical data for demonstration purposes, which should be replaced with actual property data when analyzing a specific deal.
•  Investment Summary: The "Investment Summary" sheet provides a snapshot of the property, incorporating various essential metrics and assumptions to offer a clear investment overview.
•  Parameter Definition: Establish additional parameters within the "Assumptions" sheet, including renovation budgets and working capital needs, to ensure a comprehensive financial plan.
-Time Frame: The model supports analysis over a maximum of ten years, allowing for long-term financial planning and performance assessment.
•  Renovation Budgeting: Allocate funds across various categories listed in the "Assumptions" sheet for a detailed renovation budget, ensuring all aspects of property improvement are covered.

By integrating these comprehensive features, the financial model ensures that investors have all the tools necessary to make informed decisions about acquiring, renovating, and operating a mixed-use property.

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 | Mixed-Use Multifamily Acquisition Excel (XLSX) Spreadsheet, Jair Almeida


$80.00
Created by a certified Financial Modeler with 10 years+ of experience, including work with KPMG, McKinsey, and Deloitte, and managing $250MM+ in corporate finances. My goal is to provide institutional quality templates and analysis.
Add to Cart
  

ABOUT THE AUTHOR

Author: Jair Almeida
Additional documents from author: 66

Working as a business controller, I am used to producing reports for management, analyzing performance indicators, and developing comparative analyses in terms of pricing and commercial offers. I'm always looking for creative ways to exceed expectations and deliver top-quality management information in order to identify what drives businesses.

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