Institutional-Grade Financial Models for Real Estate Transactions
We create bespoke financial models that align stakeholder interests, support fundraising, and accelerate transactions across asset classes and deal profiles.
Institutional-Grade Financial Models for Real Estate Transactions
We create bespoke financial models that align stakeholder interests, support fundraising, and accelerate transactions across asset classes and deal profiles.
Built to Provide Analytical Clarity
Our models are purpose-built for institutional decision-making—structured to support equity raises, debt underwriting, and investment committee review. With a focus on clarity, flexibility, and defensibility, we equip sponsors, developers, and investment managers with tools that drive execution, not just analysis. Every model we deliver is audit-ready, investor-facing, and tailored to real-world complexity across asset classes and strategies.
1 | Strict Adherence to Industry Modeling Standards
All of our models are constructed with clearly defined inputs and outputs, standardized color-coding, and transparent formula architecture—enabling decision-makers to focus on evaluating investment fundamentals rather than deciphering spreadsheet mechanics. We strongly emphasize structural clarity and analytical efficiency, ensuring our models are easily interpreted and inherited by its users.
2 | Presentation-Ready for Capital Partners and Committees
We build with the end user in mind. Every financial model is presentation-ready, featuring clean formatting, summary dashboards, and intuitive navigation. From institutional LPs to private family offices, our models are used to support capital raises, term sheet negotiations, and investment committee approvals—ensuring that you always have the right numbers, in the right structure, at the right time.
3 | Dynamic Frameworks for Complex Deal Profiles
Transaction dynamics evolve. Our models are engineered to change with them—supporting toggles for refinancing, phasing, JV splits, downside cases, and custom capital stacks. Designed for iterative underwriting and strategic decision-making, our models allow for scenario testing, pivot business plans, and maintain control over even the most complex deals without compromising analytical integrity.
Our Modeling Capabilities
Our models are entirely bespoke and designed to meet the analytical rigor and presentation standards expected by equity partners, lenders, and fiduciary stakeholders—enabling confident execution at every stage of the transaction lifecycle.
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Multifamily Development Model Walkthrough
Our multifamily development model is a comprehensive underwriting tool designed to assess feasibility, structure financing, and project returns. It integrates detailed construction budgets, capital stack assumptions, and revenue forecasts to produce full-cycle cash flow analyses, IRR outputs, and sensitivity scenarios. Built for institutional scrutiny, the model supports data-driven decision-making and enhances visibility into investment performance.
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Hotel Development Model Walkthrough
Our hotel development model is a sophisticated underwriting tool designed to evaluate feasibility, structure financing, and project investment returns. It features an 11-year pro forma, sources and uses, IRR-based waterfall, lease-up assumptions, market comps, construction and permanent loan structuring, amortization schedules, and flexible cost curves. Built for institutional use, the model enables data-driven decision making.
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Waterfall Schedules Model Walkthrough
We recognize that incentive alignment is critical to real estate partnerships. Our waterfall distribution schedules reflect the economic priorities of both sponsors and capital partners. Each structure is designed to balance risk and upside participation, ensuring clarity across return thresholds and supporting institutional alignment, transparent negotiations, and capital structures built for execution.
Frequently Asked Questions
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We build fully integrated models for ground-up development, value-add, and core-plus acquisitions, stabilized hold scenarios, portfolio-level underwriting, and recapitalizations. All models are structured to support institutional decision-making, lender review, and equity fundraising efforts.
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Yes. Many of our engagements are in the multifamily, hospitality, mixed-use, industrial, retail, office, and self-storage sectors We bring tailored logic, cost assumptions, and capital stack structures based on asset-specific underwriting conventions and market benchmarks. We of course are able create models for other asset types as well.
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Models are built to institutional standards, including dynamic rent rolls, development timelines, detailed operating assumptions, capital stack structures, cash flow waterfalls, and sensitivity analyses. We align each model to the client’s intended use—whether for internal decision-making, investor marketing, or lender submission. Models can be as high-level or as granular as you would like.
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Both. We regularly build models from the ground up based on project materials, but can also refine, restructure, or professionalize existing Excel files while preserving core logic. Our goal is to deliver a clean, auditable, and presentation-ready output—regardless of the starting point.
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Typical turnaround ranges from 3 to 7 business days, depending on scope and complexity. For time-sensitive transactions, we offer expedited support to meet investor or lender deadlines without sacrificing quality. In exigent circumstances, we have been able to create multi-tab, multi-scenario models for clients within 24 hours.
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Yes. All engagements include a defined round of revisions, typically within a two-week window. We also support model updates post-delivery for clients managing evolving deal inputs, capital stack changes, or investor feedback, which are typically billed hourly.
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Absolutely. Our models and outputs are specifically designed to meet the expectations of capital partners. We also prepare the accompanying presentation materials—investor decks, executive summaries, and IC memos—that align with the financials and communicate the thesis effectively.
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We offer fixed-fee pricing for defined modeling scopes and hourly or retainer-based structures for clients with recurring needs or evolving deliverables. Pricing reflects project complexity, timeline, and the level of support required throughout the engagement.
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Yes. We regularly execute NDAs and treat confidentiality as a foundational standard in our work. All project materials are handled securely, and access is limited to essential personnel. We’re happy to review your NDA or provide a standard agreement upon request.