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.
Frequently Asked Questions about the Updated Portfolio Acquisition Model
What major feature was added in this update?
An “Investor Level Returns” tab was added, which uses the Real Estate Equity Waterfall Model to calculate sponsor (GP) and limited partner (LP) equity returns.
How are investor returns now summarized in the model?
A new “Investor Returns” box has been added to the Portfolio Summary tab to provide a clear summary of results from the Investor Level Returns tab.
What formatting issues were resolved?
Conditional formatting issues were corrected to ensure accurate visual presentation across key tabs.
Were there any formula or reference errors fixed?
Yes. On the Portfolio Summary tab, a cell reference error related to the Levered IRR output was fixed. On the Debt tab, an issue with individual loan balances not appearing was also corrected.
Is the model still available for download?
Yes. You can download the latest version by visiting the Real Estate Portfolio Acquisition Model page.
Were there any changes to the debt calculations?
Yes. The update fixed an issue where individual loan balances were not appearing correctly on the Debt tab.
Does this update impact the model’s usability?
Yes. Beyond functional fixes, the update included additional formatting improvements to enhance the overall look and usability of the model.
