Do you need help with your company’s financial models? We’re here to help. Whether you need a completely new model or just a few tweaks to the templates on our site, we can create a dynamic model that will meet all your investment analysis needs. Reach out on our Contact page and we’ll walk you through how we can improve the quality of your financial modeling.
Real Estate Financial Models
Whether you’re looking for a standard template or a completely new model tailored to your specific business needs, we’re here to help. We have worked on many unique deals for all major property types and have a great understanding on how to optimize models for both underwriters and asset managers. Check out our financial models to get an overview of what you can expect from our templates. If you’re looking for updates to your current models, below are some of the common features we implement.
- Floating rate debt
- Mezzanine and refinance options
- Equity multiple and IRR waterfalls
- Renovation and construction budgets with S-Curve
- Dashboards with returns summaries
- Update assumptions for modeling revenue/expenses
Private Equity Fund Models
Private equity models are extremely complex as they can include many investments, investors with different preferred equity structures, fund-level line of credit, and numerous different items laid out in the LP Agreement. It can be a difficult task to get this set up and functioning correctly. We have experience with creating comprehensive fund models that are easy to navigate and update while still including all of the relevant return metrics required by sophisticated investors.
Each fund model can be quite different depending on the language of the LP Agreement, so we do not have a standard template in the same way we do for our investment financial models. Contact us with information about your fund and we can schedule a meeting with you to discuss everything you need to include in the model. Below are some common items we include.
- Fund-level line of credit
- Multiple preferred return structures
- DPI, RVPI, and TVPI returns shown by year
- Fund investment period and potential extension periods
- Management fees and fund expenses
- Gross IRR and income at property-level
- Net IRR and income after management fees, fund expenses, carried interest
Asset Management Services and Templates
In today’s market, it is necessary to have comprehensive asset management procedures for each property in order to maximize value in uncertain times. We can help you stay out of trouble by analyzing your operations and correcting problems before they become a major issue.