The instruments practitioners reach for.
Working templates and reference documents for the recurring tasks of CRE capital markets — underwriting, term-sheet reading, asset-class analysis, lender submissions. Built by a practitioner, for practitioners.
All Templates
Offering Memorandum template with editable sections for property profile, market analysis, financial summary, and capital request. Word + PDF.
Acquisitions underwriting model for multifamily, industrial, and retail. Sources & uses, debt service, equity waterfall, sensitivity tables. Excel.
A practitioner's guide to reading commercial mortgage term sheets — what every line means, what to negotiate, what to walk from. PDF.
10-year DCF projection template with multifamily, industrial, and retail variants. Configurable rent growth, vacancy, opex inflation, and exit cap assumptions.
Depreciation schedules, 1031 exchange mechanics, opportunity-zone analysis, cost segregation reference. PDF + Excel companion.
Personal Financial Statement and Real Estate Owned schedule templates formatted for lender submissions. The forms underwriters actually accept.
Required coverage datapoints by property type, plus a reference matrix of CRE-specialized insurance carriers. Underwriting prerequisite.
Pre-built sensitivity grids: rent growth × exit cap, leverage × DSCR, hold period × IRR. Drop-in companion to the UW Workbook.
Sponsor track-record and case-study templates formatted for LP investor decks and lender submissions. The format underwriters expect.
Deal-stage checklist of every document, certificate, and disclosure a senior lender expects pre-close. Editable per deal.
Editable sponsor-entity org charts for SPVs, holding cos, JV structures, and condo regimes. PowerPoint + PDF.
Reference set of the AIA contract documents most common in CRE construction — G702/G703, A101, A201 — with practitioner annotations.
Deal-timeline templates for acquisition, refinance, construction draw, and disposition — Gantt-style milestones with dependencies pre-wired.
The Excel patterns CRE analysts use daily — XIRR, NPV with irregular cash flows, lease-level NER math, debt yield trios. Cheat sheet + workbook.
Pre-built models for 421-a, 485-x, PILOT, and major state-level abatement programs. Schedule generators and stabilized-NOI bridges.
Hold-period IRR comparison of ownership vs leasing for residential and commercial use cases. Tax-adjusted, opportunity-cost-aware, transaction-cost honest.
Line-item renovation budget template separating true value-add work (cap-stack ROI > cost of capital) from maintenance and aesthetic spend. Underwriting-grade.