DESCRIPTION
This is a collection of all the real estate financial model templates I've built over my career. They are based on actual work done for actual clients over a long period of time. Many of them include joint venture distribution waterfalls to account for syndication deals.
Real estate deal analyzer spreadsheets are an essential tool for real estate investors and professionals to analyze and evaluate potential deals. A user-friendly and effective spreadsheet can make the difference between a successful and profitable investment and a poor one. Here are some qualities that the most useful and user-friendly real estate deal analyzer spreadsheets should possess:
• Simplicity: The spreadsheet should be straightforward and easy to use. It should not contain unnecessary features that can complicate the analysis process. The simpler the spreadsheet, the more user-friendly it will be.
• Customizability: Every investor's needs and preferences vary, and therefore, the spreadsheet should be customizable to cater to individual needs. Customizable features allow investors to adjust inputs such as property value, renovation costs, and rental income to fit their specific needs and goals.
• Clarity: The spreadsheet should present information in a clear and organized manner. It should include detailed information on calculations, assumptions, and inputs. The spreadsheet should also be visually appealing, with clear graphs and charts that make it easy to understand the data.
• Accuracy: An accurate spreadsheet is essential for investors to make informed investment decisions. Therefore, it should be free of errors and contain formulas that accurately calculate variables such as cash flow, ROI, and cap rate.
• Scalability: The spreadsheet should be scalable to handle larger and more complex deals. It should be able to handle multiple properties and take into account variables such as financing options and taxes.
These models cover a wide ranged of industries, including mobile home parks, self-storage, apartment buildings, multi-family properties, mixed-use properties, residential single-family properties, assisted living facilities, hotels, short-term rental, AirBnB arbitrage, and general value-add financial analysis templates.
There are also spreadsheets included that are for running a real estate brokerage, property management business, and general cash flow waterfalls that you can plug your data into such as preferred equity, preferred return, IRR hurdle waterfalls, preferred return with simple, non-compounding interest / multiple hurdles, and more.
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.
THERE ARE 25 PRODUCTS IN THIS BUNDLE:
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Recently updated with assumptions for financing some of the initial costs with debt for each deal and added an IRR sensitivity for financing percentage and exit cap... [read more]
Individual Price: $45.00
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This is a fully editable and unlocked model in Excel. The model was built based on the following unit economics:
Introduction
Lot development in real estate involves... [read more]
Individual Price: $75.00
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The model is a comprehensive tool designed to assist developers and investors in forecasting and analyzing the financial performance of retail real estate construction projects... [read more]
Individual Price: $75.00
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The model's outputs look at 4 potential joint venture scenarios with preferred returns or IRR Hurdles depending on what type of waterfall you want to see modeled. There are many... [read more]
Individual Price: $45.00
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I built this spreadsheet tool with a general partner who wanted to have a reusable financial model that could be used to analyze potential strip mall acquisitions. The model... [read more]
Individual Price: $75.00
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WHO: Designed for individuals starting a hotel business.
WHAT: Customizable to fit individuals needs with built in logic to reflect developmental assumptions, including debt,... [read more]
Individual Price: $45.00
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Model updates:
- Added an option to not compound unpaid accrued returns.
- Added a DCF Analysis with NPV to the end of this model.
This joint venture model is designed to... [read more]
Individual Price: $45.00
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Updates:
- Added an option (yes/no selector) to reduce LP equity basis with any distributions above the pref. return.
- Added a DCF Analysis to the end of this... [read more]
Individual Price: $45.00
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This financial forecasting template is a perfect fit for anyone investing in the mobile home park or RV park business. It doesn't matter if you are a beginner in the space or a... [read more]
Individual Price: $99.00
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Financial planning is important, especially for commission-based business models such as a brokerage firm. There will be some expected amount of home sales that happen, and... [read more]
Individual Price: $75.00
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The goal of this spreadsheet is to provide quick underwriting for the acquisition and/or development / renovation of buildings that contain up to 10 units. It was originally... [read more]
Individual Price: $45.00
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Here you have a standalone deal analyzing template with a focus on value-add flipping. This was setup to help determine the expected return on investment when buying a property,... [read more]
Individual Price: $45.00
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Recently updated to handle up to four properties at once and added a DCF Analysis with NPV (net present value) for both the Limited Partner and General Partner on a... [read more]
Individual Price: $45.00
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Airbnb arbitrage is not risk free by any means.
This is not a money printing scheme, however many individuals may see opportunities in housing based on interest rates,... [read more]
Individual Price: $45.00
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If you are looking to analyze a potential investment / operation in the hospitality industry, this Excel spreadsheet covers a lot of ground. It is a template designed for the... [read more]
Individual Price: $75.00
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If you are new to IRR hurdles, don't feel bad that it is not immediately clear. Studying the logic and flow of this template will help anyone have a better understanding of how... [read more]
Individual Price: $45.00
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Investing in single family homes is just like any other investment.
You will have some initial acquisition cost, potential financing, rent and expenses with escalations,... [read more]
Individual Price: $45.00
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Running a property management company is very similar to B2B SaaS. There are some caveats with the way you can structure your fees for providing property management services,... [read more]
Individual Price: $75.00
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Seller financing, also known as owner financing, is a real estate transaction where the seller provides financing to the buyer rather than the buyer obtaining a traditional... [read more]
Individual Price: $45.00
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This model is based on IRR hurdles for the LP. The template is designed for any kind of syndication joint venture deal where there is an LP and a GP. The cash in and out for the... [read more]
Individual Price: $75.00
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Elevate Your Real Estate Investments with Dynamic Planning
Ever considered the strategic scaling of your rental portfolio over a span of two decades? Introducing this... [read more]
Individual Price: $75.00
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This financial model lets the user run all sorts of feasibility analysis scenarios for real estate development. The best fit scenario for this template is any build and sell... [read more]
Individual Price: $45.00
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Accountants, accounting firms, and real estate property owners can all benefit from this cost segregation study (CSS) template. It makes the estimated benefit easy to... [read more]
Individual Price: $75.00
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What we have here is a nice tool for anyone who is trying to get more organized with their tenant management. This is a simple database that has the structure and reporting... [read more]
Individual Price: $45.00
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This is one of my favorite types of models because it is teaching and demonstrating a complex strategy and at the same time providing a way to quantify and run financial... [read more]
Individual Price: $45.00
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ABOUT THE AUTHOR
I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.
I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success
... [read more]
Ask the Author a Question
