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Mixed-Use Development

$49.99

Easily analyze, manage, and optimize your mixed-use development projects with this all-in-one financial model. Designed for precision and clarity, it’s the ultimate tool for developers and investors.

  • Fit for mixed-used developments that include inline retail.

  • Includes a detailed construction budget, financing schedule, and comp analysis.

  • Robust partnership return projections for accurate forecasts.

Key Features

Dual-Focus Assumptions

Model multifamily and commercial components independently while capturing blended project returns.

Robust Construction Budgeting

Track development costs across sitework, residential, and retail construction.

Integrated Financing Schedules

Build and evaluate construction loans, permanent financing, and blended capital stacks.

Return on Cost Analysis

Compare multifamily, retail, and combined project yields to understand profitability drivers.

Equity Waterfall Mechanics

Capture GP/LP distributions with institutional-style waterfall modeling.

Scenario Flexibility

Stress-test unit absorption, rent comps, cap rates, and commercial lease-up assumptions.

What’s Inside the Model

Deal Summary & Returns

  • Deals & Returns – Snapshot of main deal points with blended economics.

  • Return on Cost – Clear look at untrended yields for multifamily, retail, and blended components.

Financials & Operations

  • Annual P&L – Yearly profit & loss across all uses.

  • Monthly P&L – Detailed month-by-month operating cash flows.

Project Assumptions

  • Project Assumptions – Apartments – Multifamily unit count, rents, and absorption inputs.

  • Project Assumptions – Retail – Commercial lease-up, rents, and tenanting assumptions.

Development & Capitalization

  • Construction Budget – Line-item construction budget for residential and retail components.

  • Financing Schedule – Construction and permanent loan schedules with draw modeling.

  • Equity Waterfall – GP/LP distributions across the project lifecycle.

Market Benchmarking

  • Comp Analysis – Rent comps, sales comps, and development pipeline benchmarking.

Samples

Summary Fields

A detailed financial spreadsheet displaying a development budget summary, project returns, and various metrics. It includes sections on land funding, total hard and soft costs, profit projections, cap rates, sources, and uses of funds. Figures are broken down by category, percentage of total, and per unit and square footage calculations.

Investor Tear Sheet

Spreadsheet displaying retail income, recovery income, lease details, and operating expenses for a property with multiple tenants, highlighting rent, lease terms, and expenses.

Apartment Input Sheet

Spreadsheet of project details and apartment unit mix, showing dates, addresses, planning information, and unit specifications such as number of units, unit types, square footage, and monthly rent for a property in Dallas, TX.

Construction Budget

Development budget table detailing project costs, including hard costs like site work and vertical construction, and soft costs such as fees and reserves, summing to total project costs.

Retail Inputs

Side-by-side comparison of multifamily and retail development financial spreadsheets, showing metrics like NOI, development costs, rental income, deductions, expenses, and net operating income per unit and per square foot.

Comparables Sheet

A spreadsheet displaying real estate sales and rent comparables. It includes sections titled 'Sales Comparables,' 'Rent Comparables - Market Rate,' and 'Rent Comparables - Rent Restricted.' Each section specifies details like sale date, sale price, average sale price per unit, month built, year renovated, number of units, and average square footage for various properties such as Gallatin Apartments, Clearpoint, and Caroillin Heights. The data is divided by factors such as product type, year built, and more.

The Fractional Analyst’s
Mixed-Use Development Model

Upgrade your underwriting process with our model that delivers speed, accuracy, and confidence across all your multifamily deals

What our customers are saying

  • Smiling man in a dark suit with a light shirt standing in front of a glass building.

    "The Fractional Analyst team stepped in when we had a gap in our analyst pool. They have been working with us for about two years. They have seamlessly provided the expertise and support we needed to streamline our operations and make smarter, data-driven decisions."

    Clay Heighten - Principal

    Caddis Partners

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    "Our family office needed a solution to manage legacy real estate assets. They have been instrumental to streamline our valuation and underwriting processes."

    James Gueits - Principal

    MHP Operator

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    "We had a robust multifamily acquisition pipeline in Q2/Q3 '25 and needed additional support. The Fractional Analyst team knocked out over 50 underwritings for us in that time period and provided valuable market research in the process."

    Oakdale Capital

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    Robert Sheppard - Founder, Managing Partner

    Vital Housing

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    "Having a tailored and precise model became the cornerstone of our capital raising efforts. The TFA team's ability to simplify complex structures gave me & my investors the confidence to move forward."

    Justin Britto - Founding Partner

    CenTria Living

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    "I needed a mixed-use development model that would impress key stakeholders. Their model provided an exceptional level of detail, making it easy to present insights to our investors."

    Tamer Celik - COO

    VisoneCo

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    Robert Dew - Principal

    Castello Divino

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    "Their meticulous attention to detail ensured my reports were backed by solid data. Their support has been invaluable, and I highly recommend their services to anyone in the industry!"

    Steven Fox - Appraiser

    Binyan Kesef

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    "The Fractional Analyst team provided an institutional-grade industrial acquisition model and complementary pitch deck to support our capital raise. Great and efficient process!"

    Aiden Samuels - Partner

    Avid Asset Management

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    "We needed a debt book and supporting market data for a luxury for-sale home development in the rockies. The design and analyst team at The Fractional Analyst knocked it out of the park."

    Dean Sparks - Founder & CEO

    Altoma Real Estate Advisors

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    "I am a private practice physician. I have little experience with real estate finance. I engaged The Fractional Analyst team for financial modeling support. Not only did they provide a sophisticated model, they walked me through how to use it and present it to my bank. Exceptional team!"

    Parker Velargo - Physician

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    "I needed a model for single family development. The mixed-use development from The Fractional Analyst was a good start. Really looking forward to CoreCast!"

    Doug Taylor - Owner

    Safe Haven Homes, LLC

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    "I needed some additional support on a LIHTC underwriting project. The Fractional Analyst team had it turned back around in a week. Great group!"

    Delvin Hall - Founding Principal

    Onyx Equity Partners

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    "I have downloaded a few resources from The Fractional Analyst. As a broker, it's always nice to have professional resources readily available to show to clients."

    Sarah Humbargar - Associate Broker

    Sherpa CRE

  • Silhouette of a man's profile in front of a bright blue circle against a black background.

    "The financial models from The Fractional Analyst are top notch. I purchased the multifamily acquisition model and the mixed-use development model. I needed a few upgrades, and the team was quick to provide them."

    Jason Glick - Principal

    GPG Properties

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    "I had a hard time finding quality financial models until I came across The Fractional Analyst. Count me in as a lifelong customer!"

    Jason Beckstrom - Principal

    Beckstrom Company, LLC

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    "I needed an equity waterfall added to my financial model. The Fractional Analyst team had a good template. I requested a couple tweaks, which they excecuted to my approval, and got the task done in just a few days."

    Todd Jensen - SVP Investments

    Sila Realty Trust

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    "I work in the Data Center development space. Very few know how to build a data center development model. When I engaged The Fractional Analyst, I wasn't exactly sure what to expect. After just 3 weeks (with regular check-ins), I was blown away but what they had put together. I highly recommend their off-the-shelf and custom financial models."

    Joseph Strobele - Principal

    Crystal Peak Data Centers

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    James Alfandre - Principal

    Urban Alfandre

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    Kirk Walton - Managing Principal

    GPWM Funds

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    "I had dozens of deals that I needed underwriting and diligence support on. The Fractional Analyst team stepped up and provided that support."

    Tyler Kight - Broker

    The Appanage Group

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    "I needed two financial feasibility studies done in two totally different markets. The Fractional Analyst team delivered on that request and did a great job, complete with financial models, market research, and stakeholder-ready presentations."

    Johnny Vassallo - Founding Principal

    MOS RE

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    "We needed a new multifamily acquisition model. We also needed modeling support in our existing development model. The Fractional Analyst team did a great job on both."

    Whitestone Development Partners

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    Jeff Webb - COO

    Made by Gatehouse

FAQ

  • After completing your purchase, you’ll receive an email with a secure download link. You can also access your files anytime through the confirmation page immediately after checkout.

  • Most downloads are provided in Excel (.xlsx), PDF, or PowerPoint (.pptx) formats depending on the product. Each listing specifies the exact formats included.

  • Absolutely. All templates are fully editable and fully unlocked. You can modify formulas, branding, and inputs to fit your project or client deliverable.

  • Your purchase email includes a download link valid for 24 hours. We update these files periodically. If you ever want an updated copy, reach out to us at info@thefractionalanalyst.com for a discount code (80% off current price). We’ll get you taken care of!

  • Due to the nature of the product being sold – digital file downloads – all orders are final. Your satisfaction is our highest priority. Please contact us at info@thefractionalanalyst.com with any comments/concerns. Thank you for your order!

  • Each purchase grants a company-wide license. Please feel free to share the model with your team members and key stakeholders. For anyone asking you for the model, we would ask that you would please send them to our site to purchase their own copy. Thank you for your support, and we look forward to hearing how you use our resources.

  • Our templates are optimized for desktop. Some functions may not work perfectly in Google Sheets or on Mac, though most users find they can still adapt the file with minor adjustments.

  • Yes — we specialize in custom real estate financial models and investment deck design. If you need a model/deck built or adapted for your unique deal structure, visit our On Demand Analyst page or email info@thefractionalanalyst.com

  • We offer 1:1 training for $145/hr. You can reach us at info@thefractionalanalyst.com to set up a call.