Dynamic financial model with flexible financing structures and explicit cash flow calculations.

1. Deal Assumptions & Inputs

Project Information

Project Finances

Timeline & Income

Purchase Loan (P)

Construction Loan (C)

Sale Assumptions

2. Detailed Financial Breakdown

Summary Metrics

Total Holding Period (Months)
Total Rental Income ($)

Project Costs (All-In)

Purchase Price
Renovation Budget
Construction Contingency ()
Acquisition & Closing Costs ()
Total Loan Points (P + C)
Total Interest Expense (P + C)
Sales Commission ()
Other Selling Costs ()
TOTAL PROJECT COSTS (ALL-IN)

Financing Summary

Purchase Loan Principal ()
Construction Loan Principal ()
TOTAL LOAN PRINCIPAL
EQUITY DOWN PAYMENT REQUIRED (Initial)

Deal Equity Required (Total Out-of-Pocket)

1. Equity Down Payment
2. Acquisition & Closing Costs
3. Total Loan Points (P + C)
4. Total Interest Expense (30 months)
5. Construction Contingency Fund
TOTAL DEAL EQUITY REQUIRED

Project Profitability

Net Sale Proceeds (Sale Price - Loan Principal - Selling Costs)
PLUS: Total Rental Income
TOTAL PROJECT PROFIT (Before Investor Structure)

3. Investor Structure & Returns (Hybrid Capital)

Hybrid Capital & Profit Inputs

I. Debt Component (Promissory Note)

II. Equity Component

Profit Distribution

Developer's Capital Contribution
Investor's Total Capital (Debt Principal + Equity Share)
Developer's Total Profit
Investor's Total Profit/Return
Developer's Total Return
Investor's Total Return (Principal + Profit)

Key Performance Indicators (Investor Only)

Investor Multiple (x)
Investor Annualized Return (%)
Internal Rate of Return (IRR) (%)