If you want 100% flexibility and transparency in your models, our Excel Templates are for you. Every one of our templates has 100 or more hours of work put into them, and it shows. They are generic enough to accommodate many scenarios, and they present elegantly. If you don't want to spend time formatting your own pro-formas, our Excel Templates are a good way to go.
Commercial Real Estate Financial Projection Model Templates
Are you looking to gain clarity on your real estate deal analyses? Do you need your projections to pass muster with commercial real estate investors, lenders and appraisers? If so, you’re in the right place.
REFM’s Microsoft Excel-based models are pro-forma valuation templates that have been used to analyze the development, acquisition, operation and disposition of billions of dollars of commercial real estate around the world. We offer 100% unlocked, user-friendly Excel spreadsheets that can be customized to suit the particulars of your transaction.
Apartment / Multi-Family
Whether you are acquiring or developing single- or mixed-use apartment assets, REFM has an easy-to-use, professional-quality tool for you. Our apartment pro forma templates have been used to analyze the development of and investment in billions of dollars of market rate and affordable rate apartment properties across the U.S. and around the world.
Need an airtight condo model that can handle pre-sales funding construction, finishes options upgrades revenue, as well as affordable-rate units? You’ve come to the right place. You won’t find a more flexible and reliable condominium development pro forma template out there.
Office / Industrial / Retail / Leasing
If you are developing a commercial office, industrial, or retail property, or need to run a tenant-side leasing analysis, we have a monthly-based Excel projection tool for you. Whether mixed-use multi-tenant or single tenant, full service or NNN, we have got you covered.
Modeling for value-add hotel acquisitions and ground-up developments can be tricky. Our pre-built tools make it easy to get to an IRR for you and your investment partners, too. Whether or not you have significant capital expenditures you need to consider, our Excel tool can get you to the desired outputs, even taking seasonality into consideration.
Land, Single Family Detached and Townhouses
When you land that supports single family detached or attached housing, you need to assess the costs and benefits of community amenities, alternate unit mixes, finishes upgrades packages, and project phasing. Our templates will allow you to paint a complete picture of your development, whether you are doing horizontal, vertical or both.
Whether climate controlled or non-climate controlled, with or without an ancillary commercial office component, we have got you covered for all of your modeling needs for self storage property acquisitions and developments. For developments, initial operating deficits will be quantified and provided for with an up-front budget amount.
Private Equity Funds
When you are putting your name and reputation on the line for a PE fund raise, you need to have everything ticked and tied and ready to go. Our fund-level template is a reliable backbone for your underwriting and capital raising needs for core and core-plus vehicles.
Analysis for investing in first lien notes requires keeping a lot of factors in mind. Our ready-to-use tool gives you the ability to keep everything organized with respect to note acquisition capital structure,carry costs, foreclosure on the collateral and ultimate property disposition.