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.

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

I have done quite a few real estate models over the years. This forecasting template was made for quick underwriting analysis. The main output is an annual pro forma, cash flow waterfall with IRR hurdles (optional) and logic to account for a dynamic refinance liquidity event. All of these things affect the cash flow that is available and how it is split as well as the overall return on investment of the project.