Preferred Return Model in Excel - Up to 10 Years

This waterfall model shows the resulting cash flows of an investor and sponsor based upon a preferred return existing for the investor. All the user has to input is the project contributions (equity requirements) and distributions per year and everything flows from that.

Multi-Family Real Estate Acquisition Excel Model - Includes IRR Hurdles and Refinance Options

I have done quite a few real estate models over the year. One of the setups I have never fully built out was an annual-based model that allowed for IRR hurdles (meaning you are doing a joint venture between investors and sponsors) and the complex logic of a dynamic refinance liquidity event. All of these things affect the cash flow that is available to split and how it is split.