Preferred Return Model in Excel - Up to 10 Years

This joint venture cash flow waterfall template shows the resulting distributions of an investor and sponsor based upon an investor preferred return. All the user has to input in is the project contributions (equity requirements) and distributions per year and everything flows from that.

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

I have done quite a few real estate models over the years. 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.