Models
Enjoy these financial models, modules, and real estate deal templates, provided by The Fractional Analyst
This easy-to-use spreadsheet integrates seamlessly with your existing multifamily CRE models, allowing you to compare rent and sale assumptions to local market properties. Designed for simplicity, it helps you uncover actionable insights for accurate benchmarking and informed decision-making.
· Compare subject property rents and sale prices to local comparable properties.
· Analyze key metrics like sale price per unit, effective rents, and unit mixes.
· Save time with a ready-to-use format that fits directly into your workflow.
This Excel workbook bridges the gap between forecasted property assumptions and actual performance, offering unmatched insights for commercial real estate analysis. Designed as a starting point, it provides flexibility for users to easily expand with additional expenses, income streams, and outputs.
· Seamlessly integrates forecasted and actual data to track property performance.
· Customizable structure for adding new income, expense, and output categories.
· Perfect for commercial real estate professionals seeking actionable insights.
Portfolio Roll Up Module
This Portfolio Roll-Up Module lets you input monthly financials for each property and instantly generate a portfolio-wide summary. Whether you're tracking five assets or fifty, the tool surfaces key metrics like average rent, operating income, and cash flow — all dynamically calculated and visualized. It's built to save time, reduce errors, and bring portfolio clarity into one clean dashboard.
Automatically aggregates metrics like GPR, EGI, NOI, and cash flow across properties
Calculates portfolio-level performance indicators including DSCR, cash-on-cash return, and occupancy
Designed to be fast, simple, and flexible — ideal for syndicators, operators, and asset managers
Real Estate Acquisition Checklist
100 Careers in Real Estate
This list is a handcrafted list of 100 Careers you could take in the real estate industry. Enjoy!
Rate Cap - NPV
This Excel-based tool helps real estate investors and analysts evaluate the net present value (NPV) of an interest rate cap on floating-rate debt. By inputting key assumptions such as loan amount, benchmark rate (SOFR), spread, cap strike, and discount rate, the model calculates:
Present Value of the Rate Cap
Cost of the Rate Cap
NPV of the Rate Cap – showing whether the hedge is accretive
The model includes a simple input section and a built-in rate cap pricing table, making it easy to compare scenarios and assess the cost-benefit tradeoff of purchasing an interest rate cap.
Perfect for real estate underwriting, debt structuring, and risk management analysis.
This Letter of Intent template simplifies the process of proposing and negotiating commercial real estate transactions. With clear terms and a comprehensive structure, it ensures both buyers and sellers have a strong starting point for successful deals.
· Ready-to-use format with customizable fields for easy adaptation.
· Covers key transaction components, including purchase price, inspection periods, and closing terms.
· Includes a detailed due diligence request list to streamline property evaluations.
This Excel workbook simplifies the management of your CRE acquisition pipeline, offering a clear summary of your deals in progress. Track notes, key metrics like units and square footage, and forecasted returns, including IRR and equity multiples, all in one place.
· Consolidated summary sheet for quick insights into your acquisition pipeline.
· Tracks essential details, including units, square footage, and forecasted returns.
· Includes a dedicated section for notes, keeping your deal information organized.
Preferred Equity Accrual Calculator – Excel Model
Take control of your preferred equity investments with this comprehensive Preferred Equity Accrual Calculator. Designed for real estate investors, fund managers, and financial analysts, this Excel model helps track contributions, accrued preferred returns, and outstanding balances over time with ease.
Key Features:
✅ Automated Accrual Calculations – Quickly compute preferred equity balances based on initial contributions and time-based accrual rates.
✅ Customizable Inputs – Adjust variables such as origination amounts, analysis periods, and outstanding balances for precise tracking.
✅ Clear Financial Summaries – Gain insight into contributions, pref outstanding, and total outstanding balances in an easy-to-read format.
✅ Ideal for Real Estate & Private Equity – Perfect for tracking preferred return obligations in structured investment deals.
📥 Instant Download – Get immediate access to this financial model and start optimizing your preferred equity tracking today!
Pref Accrual Schedule
Preferred Equity Accrual Calculator – Excel Model
Take control of your preferred equity investments with this comprehensive Preferred Equity Accrual Calculator. Designed for real estate investors, fund managers, and financial analysts, this Excel model helps track contributions, accrued preferred returns, and outstanding balances over time with ease.
Key Features:
✅ Automated Accrual Calculations – Quickly compute preferred equity balances based on initial contributions and time-based accrual rates.
✅ Customizable Inputs – Adjust variables such as origination amounts, analysis periods, and outstanding balances for precise tracking.
✅ Clear Financial Summaries – Gain insight into contributions, pref outstanding, and total outstanding balances in an easy-to-read format.
✅ Ideal for Real Estate & Private Equity – Perfect for tracking preferred return obligations in structured investment deals.
📥 Instant Download – Get immediate access to this financial model and start optimizing your preferred equity tracking today!
The Investor Distribution Module is a free, plug-and-play Excel tool designed to streamline LP distribution forecasting and tracking. It integrates seamlessly with your existing equity waterfall and supports up to 1,000 investors, with dynamic ownership, distribution, and capital call calculations. Ideal for internal use by investor relations teams, the module helps ensure accurate and transparent financial communication. Download it to enhance your fund management workflows with ease and clarity.
Easily calculate monthly payments, track loan balances, and analyze debt service with this plug-and-play Excel tool.
Full amortization table with monthly breakdown of principal and interest
Built-in Excel functions like PMT, IPMT, PPMT, CUMIPMT, and FV
Customize inputs for loan amount, interest rate, term, and payment frequency
This dynamic lease abstract automatically generates a professional summary based on any lease selected from your master lease tracker. It’s designed to help commercial real estate operators quickly view and share key lease terms with consistency and clarity.
Auto-populates from a centralized lease summary sheet
Includes key details like rent schedules, lease term, expenses, and rights
Perfect for investor reports, lender packages, and internal tracking
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Altoma Real Estate Advisors
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Doug Taylor - Owner
Safe Haven Homes, LLC
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Onyx Equity Partners
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Sherpa CRE
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GPG Properties
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Beckstrom Company, LLC
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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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Urban Alfandre
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GPWM Funds
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The Appanage Group
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MOS RE
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Whitestone Development Partners
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