Real Estate Portfolio Financial Model Template

Real Estate Portfolio Financial Model Template-Product Image

Real Estate Portfolio Financial Model Template

$200

In stock

$200

The Real Estate Portfolio Financial Model Template caters to the real estate company. It is very user-friendly, editable, fully inter-correlated, and detailed. In addition, the Real Estate Portfolio Financial Model Template includes three statement economic forecasts and a valuation sheet. This Model is an ideal buy for start-up businesses in the real estate field. The Model assists the owner and investor evaluate the project’s financial feasibility and help grow the investor’s business.

Frequently Bought Together

Real Estate Portfolio Financial Model Template-Product Image + Business Plan Basic Package + Real Estate Pitch Deck- Product Image
Price for all three: $1,070

Description

Real Estate Portfolio Financial Model Template

The real estate portfolio Excel financial model Template is developed primarily for Real Estate investors in the field of real estate business, mainly in the hold and flip strategies, with little or no previous Financial Modeling knowledge. It is very user-friendly, editable, fully inter-correlated, and detailed. The Model includes three statement financial forecasts and decision-making tools: Project Valuation, Sensitivity Analysis, Startup Summary, and Charts & Graphs.

Following are the main sheets of the Real Estate Portfolio Financial Model Template.

Assumptions

Real Estate Portfolio Financial Model Template-Input

The input sheet or Assumption is the basis of the entire Model. It has all the essential assumptions about your business. This model highlights the assumptions in peach colors, like the investment amount, month, etc. You need to change the input data in line with your company’s data, and the Model will update.

Revenue Analysis

Real Estate Portfolio Financial Model Template-Revenue Analysis

In the revenue analysis sheet, we have forecasted the rental revenue of each property under the hold strategy and the sale revenue of all the properties, cost of sales, acquisition cost, and the value of the sold property.

Startup Summary

Real Estate Portfolio Financial Model Template

The startup summary tab is a reality check of whether the business has enough funds to support operations. It contains how much investment has already been made, the expenditures you will have to bear in the first year, and further investment or loan you would need to run your business.

Depreciation

Real Estate Portfolio Financial Model Template-Depreciation

The depreciation sheet contains information about the depreciation expense for the fixed assets each month. In addition, it gives the NPV of fixed assets to be presented in the balance sheet and the profit and loss the company will have from selling the fixed assets.

Loan Schedule

Real Estate Portfolio Financial Model Template-Loan

The loan schedule will help you identify the interest and the principal amount paid to the creditor each month.

Income Statement

Real Estate Portfolio Financial Model Template-Income Statement (1)

An income statement shows the company’s financial performance over the years. For example, the income you will earn and the expenditures you will bear in the next five years. In addition, it indicates whether the company is making a profit or a loss.

Cashflow Statement

Real Estate Portfolio Financial Model Template-Cashflow Statement (1)

 

The cash flow statement will give you an overview of your business’s cash inflow and outflow from operating, financing, and investing activities and, finally, the net cash you have in your company. The cash flow statement will evaluate how efficiently your company manages its cash position.

Balance Sheet

Real Estate Portfolio Financial Model Template-Balance Sheet (1)

 

A balance sheet summarizes a business, giving you the company’s financial position, like how many assets, liabilities, and equity you have in your industry.

Breakeven Analysis

Real Estate Portfolio Financial Model Template-Breakeven Analysis (1)

 

The breakeven will tell you the sales needed to reach breakeven, i.e., When the cost and income of the business are the same. The sheet also contains a graph to show you visually in which year your company will reach breakeven.

Project Evaluation

Real Estate Portfolio Financial Model Template-Project Evaluation (1)

 

The project evaluation estimates your business worth. In addition, it contains the Net present value of the company, Internal rate of return, Return on Investment, Expected equity percentage to investors, investor’s Future Equity Share, and Cash Burn Rate Analysis. 

Sensitivity Analysis

Real Estate Portfolio Financial Model Template-Sensitivity Analysis (1)

 

The sensitivity analysis will estimate future projections by changing the revenue and cost of sales while keeping the same expense plan.

KPIs and Ratios

Real Estate Portfolio Financial Model Template-KPis and Ratios (1)

 

The Key Performance Indicators and Ratios will enable you to know the profitability, liquidity, solvency, and Efficiency ratios.

Dashboard

Real Estate Portfolio Financial Model Template-Dashboard (1)

 

The dashboard provides a graphical representation of how your business is performing. To better understand your profitability, we have incorporated Average gross profit, net profit, and revenue growth in the dashboard.

Benefits of this Model

  1. This financial Model has built-in flexibility to display different outcomes or final calculations based on this sheet’s changes.
  2. You can build financial and business plans based on the financial Model.
  3. You will get to know the investment required to run the business efficiently.

Walk-Through Video of Real Estate Portfolio Financial Model Template

The following video will give you an overview of the different components of the financial model and will help you understand it’s working.

11 reviews for Real Estate Portfolio Financial Model Template

  1. 5 out of 5

    Thomas Moore

    This financial model has transformed my portfolio management. It’s detailed, accurate, and incredibly user-friendly. A must-have for any serious investor!

  2. 5 out of 5

    Christopher Taylor

    As a Property Manager, Managing multiple properties is a breeze with this model. It offers deep insights into each asset and helps in making informed decisions.

  3. 5 out of 5

    Paul Thomas

    For commercial development, understanding the financials is key. This model provides clarity and precision, which is critical for my projects.

  4. 5 out of 5

    Sarah Johnson

    In urban planning, forecasting and budgeting are crucial. This model helps in visualizing the financial future of development projects effectively.

  5. 5 out of 5

    George Martin

    The depth of analysis this model allows is fantastic. It’s a comprehensive tool for any real estate professional.

  6. 5 out of 5

    Andrew Garcia

    This is the most detailed and flexible real estate model I’ve used. It adapts to different types of properties and investment strategies.

  7. 5 out of 5

    Kenneth Thompson

    Not only has this model helped me manage my investments, but it’s also a valuable tool for advising clients on theirs. Truly indispensable.

  8. 5 out of 5

    Jessica Jones

    As an architect, understanding the financial viability of a project is crucial. This model helps bridge the gap between design and finance.

  9. 5 out of 5

    Edward Robinson

    Every development project is unique, and this model flexes to meet those needs. It’s been instrumental in the success of my projects.

  10. 5 out of 5

    Justin Lewis

    For strategizing investments across various properties, this template provides clarity and detailed forecasting.

  11. 5 out of 5

    Jacob Allen

    Managing affordable housing projects requires careful financial planning. This model is comprehensive and very sensitive to our specific needs.


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