Overview:
Pro Forma Models created this financial model to provide an all-in-one dynamic real estate investment pro forma that is easy to use and can handle a variety of dynamic waterfall assumptions specific to a user's situation. The waterfall model includes a dynamic catch up. This model allows users to quickly underwrite and value a real estate investment at the property, overall investment, general partner, and limited partner level.
Model Highlights:
- Dynamic pro forma financial model allowing for up to 5-year projection
- User defined acquisition, financing, operating, capital expense, and disposition assumptions
- Dynamic waterfall including preferred return, catch up, and customizable hurdle
- Institutional-quality actionable reporting output to drive investment decision making
- Fully unlocked and transparent model allowing users to customize
- Support from a team of highly qualified investment and financial professionals
Key Features:
Built for anyone looking to accurately analyze a Real Estate Investment, especially as a General Partner or Limited Partner. The model:
- Provides institutional-quality actionable reporting output to drive investment decision making including sources and uses, levered IRR, unlevered IRR, multiples of capital, and capital account balance tracking by year
- Provides a precise and neatly organized dynamic waterfall schedule including catch up that is fully customizable to user assumptions
- Calculates equity requirements and forecast a debt schedule based on a variety of user assumptions
- Projects investment value and returns for up to 5-years in advance
Support:
Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.
Personalized and responsive support is available from our team of highly qualified investment and financial professionals. Please email hello@ProFormaModels.com for support.
Our team is available for custom financial model development and consulting engagements. Please email hello@ProFormaModels.com for a quote.
Real Estate Investment With Waterfall Including Dynamic Catch Up
- Institutional-quality Pro Forma Model developed utilizing best in class standards by a team of experienced investment and finance professionals
- Unlimited downloads and uses of the purchased model
- Lifetime access to updates and future versions of the model
- An example case study showing how to use the model
- Support from our team of experienced professionals