Preferred Equity - Waterfall Excel ModelThis is a financial template that lets the user see the effects of preferred equity logic for up to a 10-year period.joint venturereal estatewaterfallfinancial modelpreferred return3,854Discussadd_shopping_cart $45.00 by Jason Varner
Preferred Equity Waterfall Model - Private Equity & Real Estate - IRR & Equity Multiples - Annual & Monthly BasisReady-to-use template modeling the waterfall distribution of preferred equity in a private equity or real estate dealirrreal estatewaterfallprivate equityfinancial modeling846Discussadd_shopping_cart $500.00 by Alexandre Jeanneau
2 Hurdle Preferred Equity Waterfall - Repay Equity>Attain ROI TargetA dynamic joint venture waterfall model with 3 cash flow splits across 2 hurdles. Up to 10 years on an annual basis. Main hurdle is MOIC.joint venturenpvwaterfall modeldcf analysisequity multiple573Discussadd_shopping_cart $95.00 by Jason Varner
Joint Venture Template BundleIncludes soft and hard preferred equity as well as a preferred return, multi-family real estate, and self storage template.joint venturepreferred returndistribution waterfallself storagepreferred equity749Discussadd_shopping_cart $189.00 by Jason Varner
Multi-family Acquisitions Model - Includes Forward Assumptions, Waterfall, T12, and MoreAfter going through a decade of multi-family underwriting work for clients, I have built a base template for the industry to better analyze potential deals.waterfallpro formamultifamilyreal estate modelpreferred equity305Discussadd_shopping_cart $70.00 by Jason Varner
Real Estate Partnership Model (preferred return)A financial model that structures cash flow distributions in a real estate partnership using a multi-tiered preferred return system.real estate investmentpreferred returnpreferred equitycash flow distributionreal estate syndication342Discussadd_shopping_cart $40.00 by Jason Varner
Preferred Return Calculator - Simple Interest with 3 HurdlesDetermine cash flow split between two parties based on the LP having defined preferred return hurdle rates.joint ventureirrexcelpreferred returncash flow waterfall524Discussadd_shopping_cart $45.00 by Jason Varner
Distribution Waterfall Models – Private Equity, Real Estate and Equity Partners ReturnsFriendly use excel template including Distributions Waterfall Model for Private Equity, Venture Capital and Real Estate.waterfalldistributions457Discussadd_shopping_cart $79.00 by N Consulting
Stock/Crypto Fund Manager Portfolio and Distribution TrackerLong-only fund management tracker. Up to 20 members, 50 assets, and up to 20 years monthly and annual reports.irrinvestment managementpreferred returnfund managementportfolio tracker2224add_shopping_cart $70.00 by Jason Varner
Model Up to 40 Mobile Home Park Acquisitions and/or Developments Over 16 YearsAggregate financial planning for the acquisition or building of up to 40 mobile home parks on the same timeline. Monthly and annual 3-statement model included.real estatefinancial forecastmobile home parkmhplot rent2,283Discussadd_shopping_cart $95.00 by Jason Varner
The Complete Real Estate BundleThis Real Estate bundle contains all sorts of investment modeling for property acquisition, operation, and exiting. There are also some personal finance tools.joint venturereal estatetrustrefimobile home park1,1965add_shopping_cart $289.00 by Jason Varner
Financial Models (120+) - Useful and Usable LogicExcel for Finance: Get my all-in-one bundle of expertly designed templates, trackers, and spreadsheets.financial projectionsinvestment analysisfinancial modelsthree statement modelbottom up1,046Discussadd_shopping_cart $489.00 by Jason Varner
Expanded Plug-And-Play 3 Statement Operating ModelAn expanded version of my simple yet powerful 3 statement projections model with everything on one tab.projectionsdebtoperatingcashincome254Discussadd_shopping_cart $99.00 by Kiel LaFrance
Economic Model for Oil and Gas Wells20 year projection model that makes it easy to plan the economics of deploying up to 46 oil and/or gas well cohorts.irrfinancial modelcohort analysiscash flow projectiondcf analysis1,766Discussadd_shopping_cart $70.00 by Jason Varner
Simple Plug-and-Play 3 Statement Operating Excel ModelA simple yet powerful 3 statement projections model with everything you need in an easy to understand format on one tab.projectionsdebtoperatingcashincome768Discussadd_shopping_cart $30.00 by Kiel LaFrance
Technical Briefing: Preferred Shares: equity or a liability?To help you understand the implications of accounting standards on the classification of preferred shares.technical briefingpreferred sharesportfolio companybritish345Discussadd_shopping_cart free by BVCA
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