We have what you need...

Infused with years of experience, our templates could save you time and money...

Broker

BROKERAGE

Templates to help win a listing or secure the highest price for your client.

Male hand drawing a graph

ACQUISITIONS

Speed through "first pass" looks quicker, or use our templates to secure equity or debt financing.

building under construction with workers

DEVELOPMENT

Evaluate highest and best use, construction costs, delivery timing, and more.

Financial Planning Accounting Report Spreadsheet Concept

EQUITY WATERFALL

Calculate the GP promote and LP returns. Evaluate alternative promote structures.

Customized templates...

Every client has a unique problem to solve. We offer a variety of templates that match many different scenarios. We can also customize our templates for your use...

Brokerage

Pitching a listing? Want to impress your client with your offering memorandum? Our Excel workbook tabs can be easily dropped into your presentations.

  • In-Place vs. Stabilized
  • Cap rate range
  • Return metrics for each hold period
  • "Presentation ready" Excel tabs.

Begin at $1,000

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Acquisitions

Whether you are burning through OM's or have a deal under contract, our templates could help you spend less time on deals you don't want and do deeper dives into the deals with promise.

  • Evaluate residual cap rate sensitivity.
  • Drop in debt financing.
  • Customize to your specific needs.
  • Works with Argus software (commercial).

Begin at $1,000

Development

Looking at a unique parcel? Evaluating the impact of changing costs or stabilized rents? Need to look at a mixed-use opportunity? We have you covered.

  • Balance complexity with simplicity.
  • Easily customizable.
  • Mixed-use templates.
  • Ties with equity waterfalls.

Begin at $1,000

Equity Waterfall

Evaluating your sponsor or GP returns? Raising LP equity? We can help.

  • Different promote structures.
  • Annual, monthly, or XIRR (by date).
  • Project or fund level.
  • Evaluate different pref, splits and hurdles.

Begin at $500 per equity tier

Property Types

We work with clients across the U.S. on five major asset classes.

01

Industrial

Multi-tenant or single tenant. Investment sale or lease analysis.

02

Multifamily

Contractual vs. market. Year 1 vs. stabilized. Rollover analysis by unit.

03

Office

Market rent by floor or suite. Rent roll summary. WALT calculation.

04

Retail

Single tenant and multi-tenant. MLA by suite (anchor, shop, outparcel). NNN reimbursements.

05

Self Storage

Unit mix. Contractual vs. market. Exit pricing. Redevelopment scenario (add buildings).

Take Your Templates To The Next Level

Our templates are designed to grow your business.

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