Real Estate Private Equity Modeling-Waterfall Schedule and Return Analysis

Description
     This Template is to provide users a ready to use tool of Real estate private equity valuation and waterfall calculation model.


Private equity real estate is a professionally managed fund that invests in real estate. Unlike REITs, private equity real estate investing requires a substantial amount of capital.


This type of investment is often riskier and costlier than other forms of real estate investment funds but returns of 8% to 10% are not uncommon.


The cash flow of the operation will be allocated to investors and developers by waterfall method.


The template provides users a complete and All-in-one integrated real estate private equity financial forecast model and waterfall cash flow schedule. It also be a helpful tool of investment return analysis. 


The model includes “Construction” and “Operation” Sheets which outlay the forecast of cash flow in construction period and in operation period. Each part includes detailed assumptions and financial forecast calculation to show how this business works in real practice with very simply math logic.


The template is greatly user-friendly either for professional analysts or for users with little experience of financial modeling since its simply design pattern and easy to follow logic.


To guarantee the users satisfaction, the model does not place any complicated formulas or VBA code. The structure and content have been created following the Best Financial Modeling Principles and considering the high level of flexibility and user-friendly in priority.


Please feel no hesitate to contact us if you experience any problem when using the models provided.


In addition, if you need a customized model for your specific business, please just let us know and we would be happy to help you with this.


The model structure includes 3 worksheets,
1. TOC-table of content
2. Operation model- Project information, assumptions, P&L forecast, Waterfall schedule, Debt Schedule, return analysis, grafics.
3. Construction model- equity and debt schedule in construction period.