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BENEFITS OF DOCUMENT
Financial model presenting an investment scenario of a Self Storage Facility, from the acquisition of the property to a potential future sale.
The model contains the basic elements required to determine a range of possible IRR returns to an investor given a high level set of assumptions about the asset's operating forecasts, leverage and exit price.
• Acquisition Summary:
The summary tab includes all the critical information about returns and assumptions ready for a third party to review.
This page summarizes the following:
• General Info & Timing
• Acquisition, Financing and Exit Assumptions
• Risk & Return Metrics
• Cash Flow Summary per Year
• Key Performance Indicators
• Partnership Level Return Summary
• Property Level Return Metrics (Unlevered & Levered)
• Sensitivity Analysis & Charts
• Investors Returns Waterfall:
A standard 4-tier IRR hurdle waterfall model to distribute proceeds between investors
• Annual Cash Flow:
A roll-up of the monthly cash flows into annual periods from property acquisition to disposition.
It includes unlevered and levered cash flows, free and clear return, cash on cash return, debt service coverage ratio and the debt yield metrics per year.
• Monthly Cash Flow:
Monthly CF presents all the operating cash flows of the property over monthly periods.
It allows user to control the timing and how the cash flows over that time.
• General Setup
Operating and Acquisition related inputs including project timing, property metrics (rentable area, storage units, etc.), Revenue, Operating Expenses and Capital Expenditures assumptions.
Instructions on the use of the model are included in the Excel file.
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Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.
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Source: Best Practices in Integrated Financial Model, Real Estate Excel: Self Storage Acquisition Financial Model Excel (XLSX) Spreadsheet, Profit Vision
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.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 151 additional documents on Flevy.
This business document is categorized under the function(s): Corporate Finance Operations
It applies to Real Estate
File Size: 266.2 KB
Related Topic(s): Integrated Financial Model Real Estate
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Apr 10, 2022
Most recent version published: Apr 11, 2022
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Real Estate Acquisition Financial Models
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