The Complete Real Estate Bundle

Description
This Complete Real Estate bundle contains a range of commercial and residential property-related real estate Excel tools and models.

Monthly apartment building / multi-family / self-storage facility analysis model - This is probably the pinnacle of my real estate modeling career. It has robust options for rent roll configuration, value-add opportunity analysis, and the two most common distribution waterfalls for joint venture syndicates. I also added a 3-statement model.
https://www.eloquens.com/tool/7JZwTjLR/finance/real-estate/apartment-building-investment-analysis

Cost Segregation Study - This template lets you allocate parts of a purchase of property into different useful lives for accelerated depreciation and it will show the net present value of performing the cost segregation study at a point in time compared to depreciating the entire property with a long-term straightline method.
https://www.eloquens.com/tool/ZVLAhgVD/finance/cost-analysis-spreadsheets-templates/cost-segregation-study-100-slots

Condo development model (build to sell or build to rent versions) - This template was made for build and sell operations, including logic for the cost per condo (up to 10 types with arbitrarily large unit counts in each type) and dynamic return on investment calculations based on the total build costs over time and total sales proceeds. The units built per month and sold per month (including sale price) is adjustable in each month.
https://www.eloquens.com/tool/KmK8uB9Q/finance/real-estate/advanced-condo-development-roi-predictor

Property Management - A framework for running your own real estate business in the property management space. Forecasts new customers, their average monthly rent / unit counts, and multiple options for revenue streams (flat rate per unit / percentage of rents). Includes additional areas for variable costs per unit, other revenue items per month per unit, and a fixed cost schedule as well as an option to sell the business at the forecast end month.
https://www.eloquens.com/tool/KKvYT9yj/finance/real-estate/property-management-business-forecasting-template

Airbnb Arbitrage Model - Lets the user plan out the operation of sub-letting leased properties on sites like Airbnb and Vrbo. You would make the margin between leasing / cleaning / other expenses against the booking revenues. Configuration for seasonality and occupancy rates included.
https://www.eloquens.com/tool/z0MZiyxG/finance/financial-planning-templates/airbnb-arbitrage-financial-planning-tool

Hotel Financial Model - Complete debt / equity financing assumptions. Everything is driven off a monthly basis. Revenue includes seasonality (room rate / occupancy drivers). There are dynamic staffing assumptions and two options for joint venture structures or none at all. Everything is easy to toggle depending on the structure.
https://www.eloquens.com/tool/ELXYS024/finance/hotel-financial-models/hotel-real-estate-investment-analysis-template-in-excel

Assisted Living Facility - Plan out all aspects of acquiring / developing an assisted living facility / care home / nursing home. This template includes three statement model logic, DCF analysis, IRR/NPV, and revenue assumptions specific to this type of industry. There are multiple room types and 'tiers of care'  for each type in order to come to a final starting monthly rent per room.
https://www.eloquens.com/tool/XLbVfgqd/finance/industry-specific-financial-models/assisted-living-nursing-home-10-year-startup-financial-model

Preferred Return Template - Goes up to 10 years and allows for the accrual of any shortfalls. I tried to allow for one to adjust the logic easily depending on what kind of deal is being modeled.
https://www.eloquens.com/tool/Ryp5hwj2/strategy/waterfall-chart-excel-templates/preferred-return-annual-waterfall-includes-shortfall-repayment-option-and-more

Seller financing template - Newly added and lets the user model out a seller financed transaction to show the initial investment in the asset, the sell price of that asset, the down payment form the buyer, and the loan terms for which the rest is repaid. Taxable gains logic is also applied so each portion of all principal repayments will be segregated into return of basis vs. taxable capital gain. Shows an annual summary of the amortization as well as IRR. All logic on a single tab for ease of duplication.
https://www.eloquens.com/tool/GDjwiYmQ/finance/amortization-depreciation-excel-templates/investment-analysis-seller-financing-amortization-tax-basis-calculator

STR - Short-term rentals - This model is great for anyone that wants to plan out a single property or up to 20 properties that will be rented out in periods of less than 12 months at a time. Dynamic seasonality logic was built in and each property has its own assumptions for all relevant acquisition costs, debt/refi, renovation period if needed, rent, expenses, and sales proceeds. Goes for up to 15 years with monthly and annual summaries.
https://www.eloquens.com/tool/Jp0wHamD/finance/real-estate/str-real-estate-investment-analysis-tool

IRR Sensitivity (Occupancy / Exit Cap Rate) Model - A general real estate model for acquisition or development of a single property, rents over time, and exit. All the assumptions are on one tab for easy sensitivity analysis.
https://www.eloquens.com/tool/qvNxFlan/finance/real-estate/evaluating-real-estate-risk-the-impact-of-changing-occupancy-on-irr

Mobile Home Parks - Allows the user to plan out investments in up to 40 parks over time. Includes Income Statement, Balance Sheet, Cash Flow Statement, depreciation logic, and logic for debt / refi / exit / operating assumptions and proper initial cost (equity/debt) breakdowns. Easily drive high level levers regarding refinance timing, interest only periods, and LTV assumptions. Includes up to three types of joint venture cash flow waterfalls that can all be analyzed at the same time (preferred equity, preferred return, and general 3 IRR hurdle. Also, includes 'other income' module per park. Recently updated this with logic to account for park-owned homes.
https://www.eloquens.com/tool/8wpKCxGp/finance/real-estate/model-up-to-40-mobile-home-park-acquisitions-and-or-developments-over-16-years

IRR Hurdle Waterfall and GP-catchup Provision Version - This template has 3 IRR hurdles and a version with a GP catch-up hurdle option. Simply drop in the cash in / out per period and the logic will do the rest.
https://www.eloquens.com/tool/EL49s07p/finance/cash-flow-excel-template/staple-of-cash-flow-waterfalls-3-tier-irr-hurdle-distribution-structure
https://www.eloquens.com/tool/7J8wtj4R/finance/return-on-investment-roi-calculator-excel-template/irr-hurdles-with-gp-catch-up

Real Estate Brokerage - The first actual business operating model I have done for real estate. All of these other financial models were built for rent producing properties, but this model was built to help the operator of a brokerage forecast cash flow / performance of running their own firm.
https://www.eloquens.com/tool/20mGUQnp/finance/real-estate/real-estate-brokerage-economic-analysis-forecasting-template-in-excel

Depreciation Recapture Analysis - Model the tax consequences of selling a property for a gain at various points in the future. Includes calculations for monthly depreciation expense, sales price, and calculates the resulting tax basis for recapture and capital gains/losses. 
https://www.eloquens.com/tool/GDXjtYdm/finance/accounting/depreciation-recapture-tax-liability-model

Unit Based Real Estate Acquisition - Best for smaller acquisitions with up to 10 units. Define initial purchase cost/closing costs, rent per square foot (annual) per unit, and expected length of time until rent increase as well as stabilized rent increase. Includes a joint venture waterfall and visuals. Includes exit cap as well. Runs for up to 20 years monthly and annual.
https://www.eloquens.com/tool/lgDdI5a0/finance/real-estate/buying-real-estate-units-up-to-10-improvement-construction-rent-psf-logic

Value-add Real Estate Calculator - This is a single tab workbook that lets the user put in assumptions about an existing multi-family/apartment complex or general piece of property that has multiple unit types and then plan out renovations for the various unit types, plan out rent increases, and the new cap rate based on the new net operating income.
https://www.eloquens.com/tool/xAqXI5J9/finance/real-estate/real-estate-acquisition-value-add-exit-excel-calculator

Self Storage - Investment planner that models out what it would be like to scale into 6 funds over time (each with their own exit assumptions) and all of this is spread on the same timeline, while the cash flow waterfalls are all on their separate schedules and include separate IRR hurdles / GP/LP assumptions. The idea is to plan out the minimum capital you need to get into these deals and how much you can grow over time (up to 15 years).
https://www.eloquens.com/tool/rQ4diAwX/finance/financial-modeling-courses-tutorials/self-storage-equity-ramping-through-multiple-funds-excel-financial-model

Mixed-Use Real Estate - Up to 7 uses and options for leverage and joint venture. Debt can be based on up to 3 facility types (interest-only accrual or payments, p+i, refi) Each 'use' has a separate NOI that flows into an aggregate for separate potential exit values. Recently updated with option to finance a portion of the development and/or acquisition costs.
https://www.eloquens.com/tool/nNnVugb7/finance/real-estate/general-mixed-use-real-estate-model-10-year

Two preferred equity templates - The first is based on achieving an equity multiple and the second is based on a preferred return value and has options for a kicker as well as a secondary common equity waterfall with its own IRR hurdles.
https://www.eloquens.com/tool/z8dksp9D/finance/real-estate/preferred-equity-waterfall-excel-model
https://www.eloquens.com/tool/jbJ4t3AK/finance/private-equity/2-hurdle-preferred-equity-waterfall-repay-equity-attain-roi-target

Real Estate Development - Has a budget and actual for on-going comparison. Easy data entry and advanced calculations to show equity requirements, cash flow, and resulting IRR/ROI of the entire project.
https://www.eloquens.com/tool/zQvRt7Xb/finance/real-estate/real-estate-development-budgeting-advanced

Real Estate Investment Trust - 20 Year Financial Model:
This model is constructed using capital deployment over a 4-year timespan. The auto-filled net operating income is linked to the total capital employed each year. The financial model produces the cumulative effect of the cash flows and an IRR (Internal Rate of Return)/NPV (Net Present Value) of the case.
https://www.eloquens.com/tool/5v2uMp/finance/real-estate/real-estate-investment-trust-20-year-financial-excel-model

10-Year Multifamily Joint Venture Excel Real Estate Model with Refi Logic:
Recently updated to analyze up to 4 properties at once. This Excel spreadsheet real estate model is to be used to estimate future cash flows to the sponsors and investors. The pro forma ties everything up and divides all the cash in a series of summaries that include:
- net income from operations
- cash flow from refinance
- cash flow from exit
- the final cash splits for the investor pool and sponsor pool
Other key features: dynamic exit and refi year adjustments, investor splits, ROI to date and annualized ROI, accumulated cash position, and exit cap rates
https://www.eloquens.com/tool/LGlAUdaL/finance/real-estate/10-year-joint-venture-excel-real-estate-model-with-refi-logic
- Excel Calculator: Full Loan Pay Off or Invest it All
This tool perfectly compliments the Loan Payback Optimizer. It enables the user to compare the outcomes of paying off loans as soon as possible or investing the money instead.
https://www.eloquens.com/tool/KyxZCKzA/finance/real-estate/multi-family-real-estate-joint-venture-model-irr-hurdles-refinancing-and-exit-assumptions

Budget to Buy a Home: Excel Tool - This template is the perfect tool for anybody saving to buy a new home. It contains the expected monthly income, taxes and living expenses. This allows the user to calculate the net cash flow that can be put towards saving for the house each month.
https://www.eloquens.com/tool/LG3vHdq0/finance/real-estate/budget-to-buy-a-home-excel-tool

Analyze up to 100 Rental Properties - Each with their own configurations for purchase price, debt, equity, lease rate, and more on the same 20-year timeline. Includes joint venture waterfalls and a fund version as well as a solo-operator version.
https://www.eloquens.com/tool/r99PC44d/finance/real-estate/advanced-portfolio-expansion-the-premier-guide-to-strategic-property-investment-modeling

Tenant Management Template - For monthly reporting and keeping track of tenant / lease data per unit. Includes a dynamic Google Sheet version.
https://www.eloquens.com/tool/bDm9UmV8/finance/real-estate/tenant-management-template-for-monthly-reporting

100% leverage seller financing strategy template - An advanced real estate investing strategy to analyze high-leverage scenarios. The purpose of this model is to understand how resilient the NOI is over time against debt service.https://www.eloquens.com/tool/1MJMcy9y/finance/real-estate/real-estate-investing-strategy-template-zero-down-seller-financing


These tools combined will give the user a thorough financial oversight into their real estate investment plans.