Real Estate Financial Modeling Tools

Standard Version: Housing Subdivision Development Pro-Forma Template



Academic / U.S. Military Price

To get discounted pricing, click Credentials Verification in the header and follow the instructions. Once you are approved, the discounted pricing will show.

Download the Assumptions tab in Excel (no formulas)

Download Sample PDF Reports

NOTE: If you only need to model land development for sale of lots to builders, and not the vertical construction of houses, you will need this product instead.

SKU: SKU-458-1 Categories: , Tag:

An Excel-based spreadsheet analysis tool for the contract and/or speculative development, construction and sales of a single-phase housing subdivision. The model is monthly in nature, and it is a 100% unlocked Excel file with fully transparent formulas that can be further tailored 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
  • S-Curve distribution of Soft Costs by individual line item
  • No circular references impacting the calculation of the construction loan size and funded interest.

Functional Highlights

The model supports the following:

  • One phase of land and amenities development, vertical construction and sales
  • Senior Acquisition Development & Construction (AD&C) loan with accruing Funded Interest Reserve
  • Up to two joint venture equity partnership players, with an IRR-based Preferred Return and residual cash flow split.

Model Tabs

1    Back of the Envelope Model
2    Assumptions Input
3    Unit Mix and Pricing Input
4    Capital Structure Exhibit
5    Monthly Sources and Uses of Funds Input
6    Monthly Cash Flow Exhibit
7    Annual Sources and Uses of Funds Summary Exhibit
8    Annual Cash Flow Summary Exhibit
9    Joint Venture Partnership Structure Exhibit
10  Profit Sharing Waterfall Exhibit
11  Joint Venture Returns Summary Exhibit
12  Land Acquisition Costs Schedule Input
13  Land Development and Amenity Budget Schedule Input
14  Soft Costs Budget Schedule Input
15  Vertical Construction Hard Costs Budget Schedule Input
16  Construction Bell-Shaped Curve Lookup Table

Model Timeline

15 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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