Search results: preferred return

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  Preferred Return - Annual Waterfall - Includes Shortfall Repayment Option and More

  A 10-year tool to help split cash flows between a sponsor and investor pool based on a defined 'true' preferred return.

  irrwaterfallpreferred returnequity multiplepref. return

  634Discussadd_shopping_cart

  $45.00

  by Jason Varner
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  Versatile Preferred Return & Waterfall Distribution Fund Model Template

  A single-tab waterfall distribution template designed for any GP/LP structure. Includes multiple GP catch-up options as well as preferred return options.

  joint venturetemplatepreferred returnwaterfall distributionfund model

  390Discussadd_shopping_cart

  $70.00

  by Jason Varner
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  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 syndication

  320Discussadd_shopping_cart

  $40.00

  by Jason Varner
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  Preferred Return Calculator - Simple Interest with 3 Hurdles

  Determine cash flow split between two parties based on the LP having defined preferred return hurdle rates.

  joint ventureirrexcelpreferred returncash flow waterfall

  488Discussadd_shopping_cart

  $45.00

  by Jason Varner
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  Preferred Return Investment Fund Tracker: Multi-Member

  Preferred return tracking tool for an investment fund with up to 30 members (expandable).

  irrirr waterfallmulti member fundpreferred return fundinvestment fund tracker

  299Discussadd_shopping_cart

  $120.00

  by Jason Varner
• 

  Joint Venture Template Bundle

  Includes soft and hard preferred equity as well as a preferred return, multi-family real estate, and self storage template.

  joint venturepreferred returndistribution waterfallself storagepreferred equity

  700Discussadd_shopping_cart

  $189.00

  by Jason Varner
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  Advanced Promote Waterfall with IRR or MOIC Milestone

  A unique waterfall that is useful to joint ventures containing a preferred return and a single IRR / MOIC hurdle.

  joint venturepreferred returnirr waterfall modeldistribution cash flowsexcel jv waterfall template

  97Discussadd_shopping_cart

  $40.00

  by Jason Varner
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  Debt Fund Financial Projection Model with Distribution Waterfall.

  Highly versatile debt fund projection model with 25 debt investments, financial investments, leverage, LP/GP distributions, preferred return and carried interes

  statement financial projectiondebt fund financial modellp gp waterfall excelloan portfolio model excelfund leverage model

  108Discussadd_shopping_cart

  $109.00

  by Projectify
• 

  Real Estate Equity Waterfall Commander - GP/LP Syndication Google Sheet

  An institutional real estate GP/LP waterfall model built natively for Google Sheets. Test preferred returns, promote tiers, and IRR splits instantly.

  real estate joint ventureprivate equity real estategp lp promotereal estate syndication templatepreferred return calculator

  19Discussadd_shopping_cart

  $20.00 $2.00

  by Scott Ortiz
• 

  Customizable Carried Interest Waterfall Excel Template

  Customizable and powerful template for carried interest calculations for private equity projects

  irrhurdle rateprivate equitypefinancial model

  9,1913add_shopping_cart

  $49.00

  by Alex Martyanov
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  Profit Distribution and Carried Interest Waterfall

  A template illustrating various setups of profit distribution between the JV partners with a carried interest waterfall

  joint venturewaterfallprivate equitycarried interestpreferred return

  2,2302add_shopping_cart

  $39.00

  by Andrei Okhlopkov
• 

  Stock/Crypto Fund Manager Portfolio and Distribution Tracker

  Long-only fund management tracker. Up to 20 members, 50 assets, and up to 20 years monthly and annual reports.

  irrinvestment managementpreferred returnfund managementportfolio tracker

  2024add_shopping_cart

  $70.00

  by Jason Varner
• 

  Preferred Equity - Waterfall Excel Model

  This 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 return

  3,805Discussadd_shopping_cart

  $45.00

  by Jason Varner
• 

  Asset Management Company - Closed End Fund Model

  Financial Model providing analysis of a Closed-End Fund hosted by an Asset Management Company.

  irrprivate equityinvestorsinvested capitalasset management

  4324add_shopping_cart

  $139.00

  by Profit Vision
• 

  2 Hurdle Preferred Equity Waterfall - Repay Equity>Attain ROI Target

  A 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 multiple

  548Discussadd_shopping_cart

  $95.00

  by Jason Varner
• 

  Distribution Waterfall Models – Private Equity, Real Estate and Equity Partners Returns

  Friendly use excel template including Distributions Waterfall Model for Private Equity, Venture Capital and Real Estate.

  waterfalldistributions

  426Discussadd_shopping_cart

  $79.00

  by N Consulting
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