Financial models built for investment analysis.

CRE focused Excel templates for acquisitions and asset management.

Underwriting

Multifamily Value-Add Acquisition Model

A complete underwriting model for value-add multifamily acquisitions, with a dynamic hold period, full LP/GP waterfall, and unit-by-unit renovation tracking.

Underwriting

Multifamily LIHTC Acquisition Model

A LIHTC model built around compliance tracking, rent-restricted unit schedules by AMI tier, and exit planning across restricted sale, extended-use expiration, and Qualified Contract scenarios.

Underwriting

Industrial Acquisition Model

An Industrial model covering triple-net and modified gross lease structures, tenant rollover and releasing assumptions, and the return metrics investors expect for single-tenant and multi-tenant industrial deals.


Underwriting

Multifamily Rent Comp Template

Organize and compare local rent comps by unit type and condition, and see how your subject property stacks up against the market.

Asset Management

Multifamily RUBS Template

Allocate shared utility costs to residents by unit type with independent allocation methods, vacancy handling, and per-utility recovery tracking for each utility type.


Underwriting

T12 Template

Paste any raw T12, tag your line items, and get a clean, formatted version ready for underwriting.

Underwriting

Max Loan Calculator

Size a CRE loan across four constraints: DSCR, LTV, LTC, and Debt Yield. Download the free Excel version or use the online calculator.

Underwriting

Multifamily CapEx Budget Template

Budget renovation and capital costs for a multifamily acquisition, unit by unit and building-wide.

Underwriting

Loan Amortization Schedule Template

Build a loan amortization schedule around your actual loan term, with the balance due at maturity called out, not just a 30-year payoff to zero.