Real Estate Syndication Waterfall Model — Excel

Stop guessing how to split syndication profits with your investors. This pre-built Excel model handles multi-tier preferred returns, promote structures, and IRR hurdles — just enter your deal numbers. What's included: • 4-tier waterfall structure with configurable preferred return rates (6-12%) • Automatic promote calculation based on IRR thresholds (8%, 12%, 15%, 20%) • LP/GP split calculator with catch-up provisions • Investor capital account tracker with monthly contributions • Deal summary dashboard showing total returns by tier • 5 pre-built scenario templates (value-add, core, opportunistic, debt-focused, hybrid) • Assumption sensitivity table for testing different promote splits • Full formula transparency (no VBA, just Excel formulas you can modify) Who this is for: Real estate syndicators, fund managers, passive real estate investors, and family offices raising capital for multi-family, commercial, or development deals. No more expensive attorneys or confusing spreadsheets. Technical requirements: Microsoft Excel 2019+ or Office 365. Must enable macros for scenario generator (optional). All core formulas work without macros. Gumroad tags: excel template, real estate financial model, syndication waterfall, LP GP distribution, investment calculator

Found on Devadex — the discovery index for independent software the big search engines bury. More from gumroad.

Report this listing