Update to Portfolio Acquisition Model
I’ve updated my Portfolio Acquisition Model to include the following changes:
– Added an “Investor Level Returns” tab to the model, which uses my Real Estate Equity Waterfall Model to calculate the equity returns of the sponsor (GP) and the limited partners (LPs)
– Added an “Investor Returns” box to the Portfolio Summary tab, summarizing the results of the Investor Level Returns tab
– Fixed some errors in conditional formatting
– Fixed an error on the Portfolio Summary tab, that had referenced the wrong cell when outputting the Levered IRR
– Fixed an error on the Debt tab, where the individual loan balances were not appearing
– Additional formatting to improve the look of the model
Visit the Real Estate Portfolio Acquisition Model page to download the updated model.
What new feature was added to the model for equity return calculations? An “Investor Level Returns” tab was added. This tab uses the Real Estate Equity Waterfall Model to calculate sponsor (GP) and limited partner (LP) equity returns.
Where can I view a summary of investor return results? A new “Investor Returns” summary box was added to the Portfolio Summary tab, showing results from the Investor Level Returns tab.
What formatting improvements were made? Various formatting updates were applied across the model to improve its appearance and usability.
What issue was corrected on the Portfolio Summary tab? An error referencing the wrong cell for the Levered IRR output was fixed on the Portfolio Summary tab.
What was fixed on the Debt tab? A bug was corrected where individual loan balances were not appearing properly on the Debt tab.
Where can I download the updated model? You can download the latest version from the Real Estate Portfolio Acquisition Model page.
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