Real Estate Equity Waterfall Model with Catch Up and Clawback
Model either American-style or European-style waterfalls. Use either hard or soft hurdles. Include Sponsor (i.e. GP) Catch Up and/or LP Clawback provisions. Add in sponsor fees. Assume the Sponsor contributes some or no capital. Set custom distribution percentages for each partner. Use separate distribution assumptions during operation compared to at reversion. Model up to two tiers during operation and up to four tiers and three IRR hurdles at reversion. Analyze a hold with up to 10 annual periods (plus time zero) or up to 120 monthly periods (plus time zero0. (View description of model)
Note: Compatible with Microsoft Excel 2013 and newer.
To make this model accessible to everyone, it is offered on a “Pay What You’re Able” basis with no minimum (choose ‘Free’ if you need) or maximum (your paid support helps keep the content coming – typical real estate models sell for $100 – $300+ per license).
Instructions: 1) set a price, 2) tell us where (email address) to send the model, 3) enter payment details (if applicable), and then 4) click ‘Proceed with Download’. The system will send you a download link, as well as add the file to your ‘My Downloads’ page.