Joint Venture

These templates all have logic that involves sharing cash distributions between multiple parties. These models are usually constructed as a sponsor (GP or General Partner) and investor (LP or Limited Partner). Most are in the context of real estate acquisition, but the preferred return and preferred equity templates could be used for any cash distributions.

All of these templates let the user drop in contributions/distributions manually except for the real estate acquisition model, which has bottom up assumptions for driving revenues/expenses/debt/and the resulting cash flow.


Pricing

Note, the templates will all be e-mailed to you after purchase via your PayPal/purchasing e-mail. Let me know if you have questions: jason@smarthelping.com

This is a $395 Value

  • Preferred Equity (Up to 10 year annual and this is designed to drop in the cash contributions/distributions and the logic goes from there). This does include a waterfall distribution with IRR hurdles for the common equity pool if needed.
  • Preferred Equity (type 2) (Up to 10 year annual) This has two main hurdles. The first is that 100% of distributions go to the preferred equity leg until the initial investment is paid back in full. Then, a defined % goes to the preferred equity until a defined equity return multiple has been reached. After that, cash is split at a final rate for anything beyond the return multiple. 
  • Preferred Return (Up to 10 year annual) This is different than the preferred equity in that the initial investment is not paid back in full before cash is split. Instead, the distributions are based on a rate against the investment only and then a defined profit share of remaining cash after the preferred return has been met. Options for rolling the unpaid pref. return are available.
  • Monthly Waterfall (multiple versions, including a 5 scenario analysis and splits between the sponsor leg)
  • Multi-Family Real Estate Acquisition (multi-family or unit-based model) This has logic that would be useful for multi-family real estate acquisitions and it goes for up to 10 years. There is a waterfall distribution model with IRR hurdles as well as logic to account for a Refi and interest only period if applicable)
  • Self Storage: Multi-fund (a model to allow sponsors or investors to plan out up to 6 self storage acquisitions / developments and run / exit them over time. Purpose is to show how equity (through joint ventures) can be ramped up by exiting deals and taking those proceeds to bigger deals over time.
  • Mixed-Use Real Estate Plan up to 7 unique 'use' types each with their own acquisition / development / operating / exit assumptions but all rolled into the same model timeline. Very comprehensive leverage assumptions if required as well as option for joint venture waterfall.
See more templates here.

Similar template - (includes preferred return/preferred equity/irr hurdle): Ultra scaling model (up to 40 acquisitions for MHP and/or multi-family real estate properties on the same timeline with unique assumptions / debt/refi): MHP model

You can buy all financial model templates and tools from smarthelping.com in one large bundle here: https://www.smarthelping.com/p/excel.html (see 'buy in bulk' dropdown at the top of the page there)