Shopping Center Acquisition Financial Model (Excel XLSX)

BENEFITS OF DOCUMENT

1. Presents an investment scenario of a Shopping Center, from the acquisition of the property to a potential future sale.

DESCRIPTION

This product (Shopping Center Acquisition Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

Financial model presenting an investment scenario of a Shopping Center, 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.

Model Structure

•  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, visitors, number of stores), revenue assumptions (rental, overage, parking, events, RMU, etc.), Operating Expenses and Capital Expenditures assumptions.

Instructions on the use of the model are included in the Excel file.

Help & Support

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.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.

This financial model provides a comprehensive framework for evaluating the potential of shopping center investments, ensuring that all critical metrics are at your fingertips. With detailed cash flow projections and sensitivity analyses, it empowers decision-makers to navigate financial complexities and optimize investment strategies effectively.

Source: Best Practices in Integrated Financial Model, Company Financial Model, Business Plan Financial Model, Real Estate Excel: Shopping Center Acquisition Financial Model Excel (XLSX) Spreadsheet, Profit Vision