Real Estate Financial Modeling Tools

Standard Version: Mixed-Use Condominium Building/Townhome Ground-Up Development Pro-Forma Template

$499.00$599.00

Academic Price

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 Download the Assumptions tab in Excel (no formulas)

 Download Sample PDF Reports

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SKU: SKU-298 Category: Tag:

Description

An Excel-based spreadsheet analysis tool for the ground-up development of a residential condominium building offering unit options upgrades, with or without a retail tenant, and with or without for-sale parking and storage components. This template also applies to the analysis of townhome developments.

The model is monthly in nature, and it is a 100% unlocked Excel file with fully transparent formulas that can be further tailored to suit the particulars of your transactions.

User-friendly Features

  • Two-page Assumptions Input and Reporting screen optimized for dashboard-style viewing
  • Hyperlink navigation enables fast, intuitive access to all tabs
  • Institutional-quality print-ready reporting tabs that are brandable to your company
  • S-Curve distribution of Soft Costs by individual line item
  • No circular references impacting the calculation of the construction loan size and funded interest.

Functional Highlights

The model supports the following:

  • Discounted pre-sales contracts prior to the start of construction, with the ability to use up to 100% of pre-sales Deposits towards development costs
  • One layer of construction debt financing with accruing Funded Interest Reserve
  • Up to two joint venture equity partnership players, payable through a Preferred Return and a single residual cash flow split.

Model Tabs

1    Back of the Envelope Analyses (Units-based and FAR-based)
2    Assumptions Input and Reporting
3    Unit Mix and Pricing Input
4    Capital Structure Exhibit
5    Monthly Sources and Uses of Funds
6    Monthly Cash Flow Exhibit
7    Annual Sources and Uses of Funds Exhibit
8    Annual Cash Flow Exhibit
9    Equity Joint Venture Partnership Structure Input
10  Equity Joint Venture Profit Sharing Exhibit
11  Equity Joint Venture Partnership Returns Summary Exhibit
12  Soft Costs Budget Schedule Input
13  Hard Costs Budget Schedule Input
14  Monthly Construction Bell Curve Lookup Table

Model Timeline

15 years (expandable)

Reports

Print-ready reports are included in the model. See the Sample Reports link on the top right.

License Type And Multiple-User Pricing

Licenses are sold on a per-user basis
Multi-user pricing quotes are available here

Included With Purchase

  • Blank template (inputs are all set to zero) and a version of the template with a sample deal loaded in
  • 1 year of online ticket-based support
  • Ability to upgrade to the Pro model by just paying the difference in price

Need more power or flexibility?

Additional information

Support Level

Standard Support, Priority Support

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