Real Estate Financial Modeling Tools

Standard Version: Self-Storage Facility Ground-Up Development Pro-Forma Template

$499.00$599.00

Academic Price – $299.00

To get Academic pricing, click Academic Verification in the header and follow the instructions. Once you have Academic status, the discounted pricing will show.


 Download the Assumptions tab in Excel (no formulas)

 Download Sample PDF Reports

Clear
SKU: SKU-106 Category:

Description

An Excel-based analysis tool for the ground-up development, operation and ultimate disposition of a self-storage facility. 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

  • Compatible with both PC and Mac
  • Includes instructions for use, with detailed annotations tied to select cells
  • Two-page assumptions input and reporting screen optimized for dashboard-style viewing
  • Persistent calculation checks and data validation protections to prevent faulty inputs
  • 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
  • Includes copy/paste tab for “next buyer” analysis to be housed and presented in REFM’s Valuate® web-based software

Functional Highlights

The model supports the following:

  • Separate unit mixes, rents and absorption for Climate- and Non Climate-Controlled units
  • One layer of construction financing and a permanent takeout loan
  • Up to two joint venture equity partnership players with a Preferred Return and a single residual split

Model Tabs

1    Back of the Envelope Model
2    Assumptions Input
3    Capital Structure Exhibit
4    Unit Mix Inputs
5    Monthly Sources and Uses of Funds Input
6    Monthly Cash Flow Exhibit
7    Joint Venture Partnership Structure Input
8    Profit Splitting Exhibit
9    Annual Sources and Uses of Funds Exhibit
10  Annual Cash Flow Exhibit
11  Joint Venture Returns Summary Exhibit
12  Monthly Permanent Loan Amortization Schedule Exhibit
13  Monthly Construction Bell Curve Lookup Table
14  Hard Costs Budget Schedule
15  Soft Costs Budget Schedule

Model Timeline

15 years (expandable)

Reports

Print-ready, brandable reports are included in the model. See the Sample Reports link above.

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

Additional information

Support Level

Standard Support, Priority Support

Don't Miss Out On Our REFAI Certification Course Pre-Sale -- Ends July 20! LEARN MORE
left to take 50% off with coupon code: yearend50