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Real Estate Private Equity (REPE) Financial Model (Excel XLSX)

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HIGHLIGHTS

Author: Profit Vision TOP AUTHOR [?]

Immediate, digital download

File Type: Excel workbook (XLSX)

BENEFITS OF DOCUMENT

Presents a business scenario of a REPE firm

DOCUMENT DESCRIPTION

This product (Real Estate Private Equity [REPE] Financial Model) is an Excel workbook (XLSX), which you can download immediately upon purchase.

Real estate private equity (REPE) firms raise capital from outside investors, called Limited Partners (LPs), and then use this capital to acquire and develop properties, operate and improve them, and then sell them to realize a return on their investment. REPE firms usually focus on commercial real estate ? offices, industrial, retail, multifamily, and specialized properties like hotels.

This financial model presents a business scenario of a REPE firm and analyzes property acquisitions costs, debt financing, property operating income, property level cash flows and returns, fund level cash flows and partnership cash flows and return metrics.

Outputs of the model include Acquisitions and Debt Schedules, Property Monthly Operations Analysis, Property Monthly and Annual Cash Flow, Fund Annual Cash Flow, Partnerships Cash Flow and a professional Executive Summary presenting firm's results.

The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.

Inputs:
• General Business Info & Reporting Metrics
• Fund Level Assumptions (Ownership share between General and Limited Partner, Set up costs & Fund Level Expenses)
• Properties Portfolio (10 different properties, Acquisition, Hold and Disposition Timing)
• Properties Acquisition & Disposition Assumptions (Purchase Price, Acquisition & Closing Fees, Sale Price, Cap Rates, Selling Costs)
• Properties Revenue & Costs Assumptions
• Debt Assumptions (Loan to Value, Interest Rates, Loan Term)

Outputs:
• Total Acquisition Costs (All-in-basis) and Loan (Loan Amount, Monthly Payment) calculations
• Debt Schedule per Property
• Properties Operations Analysis (Revenue, Opex, CapEx, Net Cash Flow)
• Properties Monthly and Annual Cash Flow including Unlevered and Levered Cash Flows, Return Metrics (IRR, MOIC) and Partners Cash Flow distribution
• Fund Level Annual Cash Flow (including Investment Cash Flow of each property and Fund Level Expenses)
• Partnership Cash Flows (a standard 4-tier

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Source: Real Estate Private Equity (REPE) Financial Model Excel document (xlsx)

ABOUT THE AUTHOR: PROFIT VISION

Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations. [read more]

Profit Vision has published 120 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Corporate Finance Operations

It applies to Private Equity

File Type: Excel (xlsx)

File Size: 872.3 KB

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Apr 19, 2022
Most recent version published: Apr 19, 2022

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