Real Estate Resource Toolkit by The Fractional Analyst

$495.00 $1,299.00

Master every stage of the deal process — from underwriting to investor reporting — with our complete suite of 23 professional-grade Excel models, templates, and resources.

This toolkit equips you to:

  • Underwrite any deal type — from multifamily and build-to-rent to mixed-use development.

  • Model complex capital structures with plug-and-play debt, equity, and waterfall modules.

  • Save hours of work using pre-built templates for forecasts, pipelines, and investor distributions.

  • Standardize your process with ready-to-use acquisition checklists, LOIs, and comparables templates.

  • Level up your skills with bonus tools like our IRR Matrix, Excel Shortcuts Sheet, and 100 Careers in Real Estate guide.

Built for analysts, investors, and developers, this bundle gives you the same institutional-quality tools used by top real estate firms — all in one download.

What’s Included (23 files)

Core Financial Models

  1. Multifamily Acquisition Model – Full underwriting model for stabilized or value-add multifamily deals

  2. Build-to-Rent Model (Basic & Advanced) – Analyze horizontal and vertical BTR projects with ease

  3. Mixed-Use Development Model – Mixed-use development model with a focus on Garden-Style Multifamily

  4. One-Sheet Multifamily Model – A compact, presentation-ready summary model for quick analysis

Drop-In Modules

  1. Analysis IRR Matrix – Visualize return sensitivity across equity and exit assumptions

  2. Cap Table - Distributions – Detailed investor distribution schedule

  3. Development Cost Curve – Time your capital deployment and track cost-to-date

  4. Equity Waterfall – Plug-and-play equity waterfall with tiered promote logic

  5. Debt Financing Waterfall– Model senior loans, mezz debt, and preferred equity

  6. MF Comp Sheet – Evaluate market comps with automated metrics

  7. NPV of Rate Cap – Is buying that rate cap worth it? Find out with this template

  8. Portfolio Roll-Up– Consolidate multiple deals into a single view

  9. Pref Accrual Schedule – Track preferred return accruals with transparency

  10. T12 Normalizer – quickly categorize and pivot T3, T6, and T12

Tools & Resources

  1. Actual & Forecast Module – Integrate real performance data and forecasts

  2. Amortization Schedule – Detailed loan repayment breakdown

  3. Business Plan Template – Fully templated business plan, perfect for clearly communicating syndicate or fund targets.

  4. Excel Shortcuts Cheat Sheet – Work smarter and faster

  5. Land Acq Pipeline Tracker – Never lose track of another land deal

  6. Lease Abstract – Standardize lease tracking for multifamily and mixed-use deals

  7. Letter of Intent Template – Streamline the early negotiation process

  8. Real Estate Acquisition Checklist – Ensure diligence is complete from sourcing to close

  9. 100 Careers in Real Estate – Explore pathways across the industry

Samples

Multifamily Acquisition - Input Fields

Spreadsheet displaying real estate acquisition details, rent growth assumptions, expense growth assumptions, and debt assumptions for a property named "Testing Place". Includes data on apartment count, purchase price, cap rates, occupancy, and financial metrics.

Mixed Use - Construction Budget

IRR Matrix

Preferred Return Accrual Schedule

Equity Waterfall

Multifamily Acquisition - Investment Summary

Multifamily acquisition summary report showing property details, lease return metrics, renovation details, disposition details, timeline, property valuation, market rent, gross income, net operating income, operating expenses, and cap rate analysis for a real estate project.

BTR Model - Investment Summary

T12 Normalizer

The Fractional Analyst’s
Real Estate Resource Toolkit

Upgrade your underwriting process with our resources that deliver speed, accuracy, and confidence across all your deals

What our customers are saying

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    "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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    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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    CenTria Living

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    VisoneCo

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    Binyan Kesef

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    Avid Asset Management

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    Dean Sparks - Founder & CEO

    Altoma Real Estate Advisors

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    Doug Taylor - Owner

    Safe Haven Homes, LLC

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    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

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    "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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    Beckstrom Company, LLC

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    Todd Jensen - SVP Investments

    Sila Realty Trust

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    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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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 single-user license. If you’d like to use the file across your firm or with multiple team members, please contact us for multi-user or firm-wide licensing options.

  • 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.