Tier 01 / New Debt, Modeled.

New Financing Underwriter

Who it's for

Real estate investors and sponsors evaluating a multifamily acquisition where you plan to obtain new financing — whether a single conventional loan or a primary loan paired with a second, subordinate loan (seller carryback, mezzanine debt, or preferred equity).

A 17-tab Excel workbook that walks you through a full 10-year underwriting of a multifamily acquisition with new debt: enter the seller's numbers, build your own view, size the financing, project a 10-year hold, stress-test your exit, and model LP distributions — plus the companion guide.

Compare Tiers
one-time license · Excel + Google Sheets
Specification
TABS17
FORMATXLSX / Sheets
SUPPORTEmail
+17-tab New Financing Underwriter workbook
+Holy Trinity traffic-light (CoC, Cap Rate, DSCR)
+10-Year Proforma with rent & expense growth
+IRR Sensitivity Analysis grid
+LP Investor Waterfall (3-tier preferred return)
+Disposition UW — Buyer-Price IRR vs. Our Exit IRR
+Tax Estimates with reassessment calculator
+New Financing Edition User Guide (PDF)
+Free Investor Guide
+Excel + Google Sheets
+Email support
MODULE 01

The 17-Tab Underwriting Workbook

A complete 10-step workflow — from entering the seller's T-12 on the Input Sheet through your own acquisition underwriting, 10-year proforma, amortization tables, tax estimates, disposition stress-test, IRR sensitivity grid, LP waterfall, and a print-ready investor package. The Holy Trinity traffic light (Cash-on-Cash ≥ 12%, Cap Rate ≥ 7%, DSCR ≥ 1.6x) tells you at a glance whether a deal clears the bar.

TABS17
The 17-Tab Underwriting Workbook
MODULE 01 — Module detail
MODULE 02

New Financing Edition User Guide

A 9-page companion guide that walks through every tab, explains the color key and input conventions, defines all return metrics (NOI, Cap Rate, CoC, DSCR, IRR, AAR, Equity Multiple), and answers the most common troubleshooting questions — so you know exactly what you're entering and why.

PAGES9
New Financing Edition User Guide
MODULE 02 — Module detail
MODULE 03

The Free Investor Guide

A market and process primer for investors newer to multifamily — how deals are sourced, quoted, and closed before you ever open the workbook. Included with every tier.

GUIDEFREE
The Free Investor Guide
MODULE 03 — Module detail