Self Storage Equity Ramping Financial Model   Excel template (XLSX)
$45.00

Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Log in to unlock full preview.
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Self Storage Equity Ramping Financial Model (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Self Storage Equity Ramping Financial Model (Excel XLSX)

Excel (XLSX)

$45.00
This template was crafted by a Financial Modeler, Accountant, & Consultant with over 10+ years of experience in developing Real Estate Underwriting tools. He has served 750+ clients, from small family offices to billion-dollar corporations.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

VIDEO DEMO

DESCRIPTION

This product (Self Storage Equity Ramping Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

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 rate.

This is one of the most unique and useful self storage models that I have ever done. It was designed to be viewed from the perspective of a joint venture participant as either the Sponsor (GP) or the Investor (LP).

The assumptions let the user define acquisition and/or development configurations for up to 6 separate deals. The model assumes no senior debt and only equity investments are made. It doesn't have to be a joint venture if so desired. The percentage of cash distributions can be zeroed out accordingly.

Each deal has its own configuration for:

•  Start month
•  Time from start until revenue begins
•  Startup Costs
•  Opex
•  Unit Count / revenue
•  Exit cap
•  Month each deal starts relative to the previous one finishing

The deals don't have to happen one after the other and the assumptions can be configured so each deal starts at whatever month is desired. The model will show all deals on the same 16 year timeframe as well as within their own IRR Hurdle based joint venture waterfall.

By separating each deal, the user can set different hurdle rates, equity contribution rates, and cash flow split rates. The point of the model is to see what starting capital can be turned into without adding any new capital over time.

The idea being the user enters into the first deal, it runs for a determined number of months, there is an exit, and then the next deal is done. The cash flow is tracked across all deals so the user can see if there are any negative cash flow months besides the initial equity contributions. If so, that will show there is more equity required down the line and it will be deal dependent.

A dashboard was created for the major input assumptions of each deal and a separate DCF Analysis was done per deal and in aggregate. Things like sponsor / investor contribution rates and discount rates as well as final IRR, ROI, and NPV are displayed here.

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 Integrated Financial Model, Real Estate Excel: Self Storage Equity Ramping Financial Model Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This template was crafted by a Financial Modeler, Accountant, & Consultant with over 10+ years of experience in developing Real Estate Underwriting tools. He has served 750+ clients, from small family offices to billion-dollar corporations.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 185
Terms of usage (for all documents from this 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

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar Hernán Montes Parra, CEO at Quantum SFE
 
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The "

– Roderick Cameron, Founding Partner at SGFE Ltd
 
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for "

– Jim Schoen, Principal at FRC Group




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Real Estate Underwriting Templates / Deal Analyzers

This bundle contains 25 total documents. See all the documents to the right.

$299.00


Add Bundle & Save

Save %!
Industry-specific Financial Models (40+)

This bundle contains 58 total documents. See all the documents to the right.

$299.00


Add Bundle & Save


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Real Estate Financial Analysis M&A (Mergers & Acquisitions)

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.