Real Estate Acquisition Model

Closed Posted 3 years ago Paid on delivery
Closed Paid on delivery

• Model to buy “Property A” for a bid price of say £10m (this would then be varied to ascertain best price to bid at)

• It should also take into account acquisition costs such as agent fees, legal fees, SDLT as % of the above that can be overwritten with a hard figure without compromising model.

• Property A has two different rental tenants at different rents and expiry dates who will be acquired in TOGC purchase of property. It also has 5 residential tenants, different rents and expiry terms

o Tenancy schedule containing pertinent information should be included such as lease start/expiry dates/break clauses/nsa/rent pa/erv/exit yield etc.

o Cashflow function for each tenant with the ability to introduce lease breaks/rent free periods/voids without compromising model.

• Banking for acquisition needs to include input of LTV (say 60%), loan period and arrangement fees/legal fees other costs (as above percentage that can be overwritten is fine)

o Ability to turn amortisation of loan “on and off” would be appreciated, please default to off

o Ability to refinance at interval periods (3 and 5 year) would be appreciated

• Model should be able to ascertain capital required to acquire the property based on inputs above

o It should also be able to suggest where further capital may be required in scenarios where expenditure exceeds income of course

• Project cashflow showing rental income, loan interest etc. on a quarterly basis required.

o Ability to dispose of parts of the property (say all resi after year 1) and 1 retail unit in year 3 as example, with ability to change these assumptions in straightforward manner

o Disposal costs (whether when partial or at exit) need to be included; agent & legal fees

• It should include assumptions and inputs for asset management costs and service charge costs/management

• It should include cashflow waterfalls for PPR and separately investors putting up capital at acquisition (% of quarterly profit that can be overwritten with a hard figure)

• Model should be able to illustrate full exit at different points, say 5, 7 and 10 years

• Exit price should be linked to dynamic exit income and exit yield

o Exit yield needs to be a composite of rent, quality of tenant, wault, cost of bank loan.

• It should track IRR and absolute return at any exit point

• Exec summary tab with headline information would be appreciated.

Real Estate Financial Modeling

Project ID: #27971022

About the project

2 proposals Remote project Active 3 years ago

2 freelancers are bidding on average $75 for this job

Baderah

I am a financial analyst with an expertise in financial modeling of various real and financial assets. I am also CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager) qualified. Therefore, I can aptly unde More

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danilow

Hi there, I am an expert in financial modelling given my experience working with VCs and fund house. Let me know if you need any clarification.

$120 USD in 2 days
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