Real Estate Syndication Deal Analysis

This is ready to use the deal syndication model, which includes all the main sources of real estate financing used in the market allowing to easily compare and wisely choose the best financing option for a deal.

There are no openly available models on the market allowing to compare all main financing scenarios for a real estate deal. This is the one. It is robust and easy to use at the same time.

The focus of the model is on choosing a financing scenario, therefore, revenue modeling is very straightforward in the model. You choose the number of units and unit types as well as the number of revenue and expense streams according to a unit type.

The model can suit any property type OR alternatively, you can link/copy-paste NOI you modeled using any other tool and the model will work perfectly fine.

MAIN ADVANTAGES OF THE MODEL

This model is both detailed and easy to use.

This model includes all of the industry terminologies and considers all associated costs and reserves.

This model is:

- Clean and transparent;

- Professional;

- Reliable;

- 100% dynamic;

- Easy to use, understand and modify;

- Prepared by an industry professional with a significant track record;

- Institutional quality;

- Presentable;

- Includes all relevant costs, commissions, and reserves.

MAIN PURPOSE OF THE MODEL

This deal syndication analysis model will help you to:

- Present main economics of an investment opportunity;

- Estimate rates of return based on a particular financing scenario

- Measure financing costs associated with the particular financing scenario;

- Choose the most profitable financing structure;

- Assess a range of rental and exit scenarios;

- Assess a range of financing options.

MAIN CONTENTS

The package includes 1 Unlocked Excel File + 20min complimentary consultation in case you have issues understanding the model.

The model consists of 4 interconnected tabs.

The contents are as follows:

- Project Summary Tab: flexible acquisition and exit dates, mortgage financing assumptions, re-financing assumptions, acquisition costs, growth rates, and sale costs assumptions.

- Return Summary Tab: 5 years Annual Cash Flow, IRR, Equity Multiple, Net Profit, DSCR, Debt Yield, Cash on Cash, Mezzanine Catch Up, Senior Catch Up, Shortfall Reserves.

- Project Summary Tab: Detailed Calculation of costs associated with the senior loan, senior loan refinancing, Mezzanine, Preferred Equity.

- Common Equity Waterfall.

In case you have any questions or concerns before purchase, please feel free to contact me directly.

If you have specific requirements for the model or need a private consultation/support, please also contact me.