Consulting clients include
Having REFM as part of our team enabled us to move mountains in Excel, all without losing clarity of vision or sacrificing aesthetics in our analyses.
It was a pleasure working with REFM to produce Excel-based investment tools that have been deployed across our group nationally.
REFM’s ability to distill mountains of data into a clean, compelling presentation has allowed our company to acquire a number of off market properties.
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Client Functions: Master Developer, Vertical Developer, Owner
Client Challenge: Raise a combination of debt and equity to fund the Master Development of a major urban mixed-use project
REFM Deliverable: Conversion of client’s existing annual-based 38-tab Excel model, which addressed the analysis solely by each of the 9 unique land uses, into monthly-based analyses for the individual parcels, each of which was mixed-use in nature, and roll-up into a master model that combined cash flows from the horizontal and vertical developments
REFM Excel Model Templates leveraged: Mixed-Use Development for: Apartment, Condominium and Office, and Hotel Development
Client Functions: Developer, Owner
Client Challenge: The need to vet calculations of their internal model
REFM Deliverable: Audit report on mathematical differences between results from REFM Template and results from internal model
REFM Excel Model Template leveraged: Mixed-Use Apartment Building Development
Client Function: Commercial Land Broker
Client Challenge: Educate and persuade a long-term land holder with little financial sophistication to pursue a joint venture with a local hotel developer through a 99-year ground lease
REFM Deliverable: Annual-based Excel financial projection model and associated visual aids that communicated the ongoing and overall financial benefit to being a joint venture partner in the development transaction
REFM Excel Model Template leveraged: Landlord Lease Analysis
Client Functions: Master Developer, Vertical Developer
Client Challenge: Raise investment fund to execute on a strategy to revitalize 10 downtowns in concert with the municipal government and local land owners
REFM Deliverable: Monthly-based Excel financial projection model and associated Powerpoint slide deck that communicated the execution of the strategy
REFM Excel Model Templates leveraged: Mixed-Use Apartment Building Development, Hotel Development
Client Functions: Land and Housing Developer
Client Challenge: Complex 40-year time horizon modeling of both land development and lot sales to third parties as well as in-house vertical housing development
REFM Deliverable: 10,000-lot (36,000-acre) 25-phase land development model with master cash flow, to which 10 individual housing development models were linked
REFM Excel Model Templates leveraged: Land Development, Housing Development