This is one of the most popular joint venture cash flow waterfall distribution templates I've built. After getting about five requests from different customers for this update, I have decided to integrate it to the main template version. See more below.
- You can get the full template here: https://www.smarthelping.com/2019/10/preferred-equity-model-up-to-10-years.html
- Check out all joint venture distribution models here: https://www.smarthelping.com/p/joint-venture.html
Template Update:
This is an added feature that didn't take away any of the existing functionality. The latest update now lets the user easily select an option to not compound the unpaid preferred returns from previous periods, but still accrue them. It is important to keep accruing as that amount due must be paid ahead of the sponsor / GP getting their profit carry (along with the initial investment of the preferred equity investor).
Note, you can also choose if you want to accrue unpaid returns or not and you can choose to compound them if you like. I am really happy with this latest model integration and I think it covers the vast majority of joint venture agreement possibilities.
