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. The templates will be sent to your PayPal e-mail or a specified e-mail by you. e-mail jason@smarthelping.com for any questions.

  • 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 investor leg)
  • Real Estate Acquisition (mutli-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)
These templates are all included on the 'joint venture category bundle' here (top category) for $199.

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