Single Family Residential Property Investment Model (Excel XLSX)

Financial model presenting an investment scenario for a Single Family Residential Property where the property is purchased, then rented for several months and is finally sold.

The model can handle investments for up to 120 months (10 years), details monthly cash inflow/outflow and calculates the maximum equity required to execute on the investment. It includes assumptions for purchase and sale price, calculation of property renovation, rental income and operating expenses, financing through Debt & Equity, etc. Return metrics include unlevered and levered internal rate of return and equity multiple, cash on cash return, net equity profit and more.

Outputs of the template include Monthly Cash Flow Report for Acquisition and Operating phases, Annual Cash Flow report including the sale of the property and annual returns, Investors Returns Waterfall and investment results are presented and summarized on a professional Project Summary Dashboard.

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

Model Structure

•  General Setup Tab
Investment related inputs including Property Metrics, Timing, Acquisition and Sale Assumptions, Renovation Budget, Rental & Opex Assumptions and Financing Assumptions

•  Monthly Cash Flow Tab
Presents all the cash flows over monthly periods from acquisition of the property to operating cash flow calculated form the inputs in the General Setup Tab.
This tab allows user to control how cash flows over project's timing.

•  Annual Cash Flow Tab
A roll up of the monthly cash flows into annual periods including Property Disposition, Debt Schedule and calculation of annual returns on an unlevered and levered basis.

•  Investor Returns Waterfall Tab
Includes a standard 4-tier