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Principal Residence Real Estate Investment Model
This Pro Forma Model is designed to analyze Principal Residence Real Estate Investments with the ability to model income components for house hacking, rental apartments, etc.
$ 40 -
Rental Property Model – Ready to use
The Rental Property Financial Model is designed to help real estate investors, property managers, and finance professionals evaluate rental property acquisitions and project long-term investment returns. Whether you are analyzing a single duplex or a 25-unit apartment complex, this model provides the analytical framework to make informed buy/hold/sell decisions.
The model answers key investment questions:
• Is this property cash-flow positive from Year 1?
• What is my projected cash-on-cash return and equity ROI over 10 years?
• How does the deal perform under optimistic vs. conservative assumptions?
• What is the Debt Service Coverage Ratio (DSCR) and will lenders view this favorably?
• How much cumulative wealth does this property generate through cash flow and appreciation?
The template is organized across five tabs: Instructions, Dashboard, Assumptions, P&L Forecast, and Property Value & Profitability. Each tab serves a distinct purpose while remaining fully integrated through cross-sheet references.
$ 40 -
Inventory & Cash Flow Operating Model (Ready to use)
The Inventory & Cash Flow Planning Model is designed to give e-commerce business owners, operators, and finance teams a comprehensive view of how inventory decisions impact cash flow and working capital over a 24-month horizon. It brings together demand forecasting, purchase planning, cash management, and cash conversion cycle analysis into a single, integrated workbook.
Whether you’re managing seasonal inventory swings, optimizing supplier payment terms, or forecasting your cash runway for investor conversations, this model provides the analytical framework to make informed, data-driven decisions.
The template supports three built-in scenarios (Base, Optimistic, and Conservative) that can be toggled instantly, so you can stress-test your inventory and cash strategy under different growth and margin assumptions.
$ 60 -
Asset Management Company – Closed End Fund Model
Financial Model providing analysis of a Closed-End Fund hosted by an Asset Management Company.
$ 139 -
Real Estate Private Equity (REPE) Financial Model
10-Year Financial Model for a Real Estate Private Equity (REPE) Fund covering acquisition strategy, capital structure, cash flow projections, and investor returns. The model supports deal evaluation, fund performance tracking, and scenario analysis, with flexible inputs for asset types, exit strategies, and market conditions. It provides a robust framework for informed investment decisions and capital deployment.
$ 199 -
XL Services Quotes
Create fast, polished service quotes with built-in tiers, pricing rules, and PDF/email — all in Excel.
$ 199XL Services Quotes
$ 199 -
The Super Smart Bundle (all my financial models)
If you want access to my entire library of templates, this is the most discounted way to do so. I’ve now got over 200 unique financial models included in this bundle. Learn and sharpen your financial planning.
$ 499$ 999







