Real Estate Financial Modeling Tools

Standard Version: Hotel Acquisition and Renovation Pro-Forma Template



Academic / U.S. Military Price

To get Academic pricing, click Academic Verification in the header and follow the instructions. Once you have Academic status, the discounted pricing will show in your cart.


SKU: SKU-389-1 Categories: , Tags: ,

An Excel-based analysis tool for the acquisition of an existing hotel that allows for the modeling of a room renovation program. The model is monthly in nature, and it is a 100% unlocked Excel file with fully transparent formulas that  can be further tailored to suit the particulars of your transactions.

User-Friendly Features

  • Compatible with both PC and Mac
  • Includes instructions for use, with detailed annotations tied to select cells
  • Two-page assumptions input and reporting screen optimized for dashboard-style viewing
  • Persistent calculation checks and data validation protections to prevent faulty inputs
  • Hyperlink navigation enables fast, intuitive access to all tabs
  • Institutional-quality print-ready reporting tabs that are brandable to your company
  • Includes copy/paste tab for “next buyer” analysis to be housed and presented in REFM’s Valuate® web-based software

Functional Highlights

The model supports the following:

  • Levels of service up through Full Service properties
  • Property-wide renovation modeling, and the impact on Occupancy, ADR and Expenses
  • One layer of acquisition financing, and a permanent loan
  • Up to two joint venture equity partnership players with an IRR-based Preferred Return and a residual split.

Like what you see but need to include a third equity player? Check Out Our Professional Version

Model Tabs

1    Back of the Envelope Model
2    Assumptions Input
3    Capital Structure Exhibit
4    Monthly Cash Flow Exhibit
5    Annual Cash Flow Exhibit
6    Joint Venture Partnership Structure Input
7    Monthly Profit Sharing Exhibit
   Joint Venture Partnership Returns Exhibit
9    Transaction Summary Exhibit
10  Acquisition Loan Monthly Amortization Schedule
11  Permanent Loan Monthly Amortization Schedule

Model Timeline

11 years (expandable)


Print-ready, brandable reports are included in the model. See the Sample Reports link above.

License Type And Multiple-User Pricing

Licenses are sold on a per-user basis
Multi-user pricing quotes are available here

Included With Purchase

  • Blank template (inputs are all set to zero) and a version of the template with a sample deal loaded in
  • 1 year of online ticket-based support
  • Ability to upgrade to the Pro model by just paying the difference in price

Need more power or flexibility?
Support Level

Standard Support, Priority Support

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