Financial Model Template for Business + Real Estate Joint Venture Acquisition Deals

This model is great for acquisition deals that involve real estate and an underlying operating business (think assisted living facilities). I've built some brand new frameworks for debt and refinance as well as connected the most flexible preferred return waterfall. You'll be able to quickly analyze deals with high level assumptions that are streamlined into a single tab.

$75.00 USD

After purchase, the template will be immediately available to download. It is also included in the Super Smart Bundle, the Real Estate Bundle, and the Joint Venture Bundle.

real estate acquisition

Template Features:

  • Simple inputs for gross revenues, salaries/wages, and other expenses in order to derive Net Operating Income (NOI).
  • Option for expense ratio input to drive NOI instead of hard coded yearly expenses.
  • Model up to 10 years.
  • Use SBA 504 loan (for real estate portion) and/or SBA 7(a) loan (for business portion) or the 504 can be switched off for an assumed loan instead.
  • Option for REFI at a future year (all existing debt subject to the REFI).
  • Quick underwriting with minimal tabs and a focus on key assumptions.
  • Preferred return waterfall with many configurations.
  • Includes a sources and uses summary and solves for reserve.
  • Output calculations include LP/GP IRR, Equity Multiple, DCF Analysis. I've also built in DSCR.
  • 8 Visualizations.
  • The Excel sheet is fully unlocked and editable.
This Excel model provides a streamlined structure for forecasting up to 10 years of net operating income (NOI), encompassing both real estate and business financing through SBA 504 loans, SBA 7(a) loans, or a standard (assumed) loan. Users can choose to input expenses via a hard-coded approach or through an expense ratio. A refinance (REFI) option allows for the payoff and consolidation of existing debts at a future date. The model also includes a preferred return waterfall with flexible tier/hurdle configurations, delivering clear outputs such as IRRs, equity multiples, DSCR, and eight intuitive visualizations.

Why This Model is Invaluable

Holistic Financial Planning
  • Captures both operational (revenues/expenses) and financing (loan schedules, REFI) details, giving a full-picture forecast.
Flexibility & Scenario Analysis
  • Switch between SBA 504, SBA 7(a), or a standard loan, and toggle expense input methods (itemized vs. ratio) to easily compare different capital structures and operating strategies.
Clear Waterfall Distributions
  • A preferred return with customizable tiers/hurdles ensures accurate tracking of investor splits, enabling transparent communications with LPs and GPs.
Risk Management Through Metrics
  • Key outputs like DSCR, IRR, and Equity Multiple highlight the project’s risk and return profiles, making it easier to identify potential shortfalls in coverage or underperformance in returns.
Professional Reporting & Visuals
  • With eight built-in charts and a consolidated dashboard, stakeholders can quickly grasp financial trends, debt balances, and distribution outcomes—useful for pitching to lenders and investors alike.
Time Efficiency & Accuracy
  • Automating complex calculations (like waterfall distributions and debt service) reduces manual effort, enhances precision, and allows decision-makers to focus on strategic planning instead of spreadsheet mechanics.
Overall, this type of model is invaluable for anyone needing a robust yet flexible framework to forecast multiple financing scenarios, plan for future refinance events, and clearly demonstrate the projected returns to all parties involved.

More Real Estate Models:


No comments:

Post a Comment

Subscribe to: Post Comments (Atom)