Looking For A Template to Syndicate a couple MF Deals

Looking For A Template to Syndicate a couple MF Deals

Beverly Hills, CA · Member since 2017 · 13 posts · 1 vote

I would appreciate a recommendations on a professional template for a large MF syndication deal I am working on, it would be greatly appreciated.

Dominic

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Investor · Atlanta, GA · Member since 2016 · 335 posts · 144 votes
7y

Look up apartment syndication School with Joe Fairless.  He has a free excel spreadsheet to utilize.

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  • Investor · Atlanta, GA · Member since 2016 · 335 posts · 144 votes
    7y

    Look up apartment syndication School with Joe Fairless.  He has a free excel spreadsheet to utilize.

  • Rental Property Investor · Johnson City TN · Member since 2016 · 386 posts · 271 votes
    7y

    @Dominic Dilello - The Michael Blank SDA is good.  

  • Realtor · McLean, VA · Member since 2009 · 184 posts · 80 votes
    7y

    David Toupin's Deal Analyzer is the best I've seen!

    https://www.obsidiancapitalco.com/dealanalyzer

  • Rental Property Investor · Tampa, FL · Member since 2015 · 1k+ posts · 969 votes
    7y

    As @Christopher Hunter said, you can download a free simplified cash flow calculator. But I recommend either creating your own from scratch or using another model as a guide to create your own from scratch.

  • Beverly Hills, CA · Member since 2017 · 13 posts · 1 vote
    7y

    Theo

    Appreciate watched many podcasts with you and Joe, seems you guys know what your talking about, check out Joe Fairless excel spread sheet along with a couple others   Dominic

  • Investor · Front Royal, VA · Member since 2013 · 586 posts · 418 votes
    7y

    @Dominic Dilello be careful using spreadsheets as "calculators". Meaning, you should really understand the calculations behind the metrics before pulling the trigger. The worst thing you could do is plug in numbers, get the "green light" and assume you're going to succeed. Unfortunately lots of people are doing this right now and they are going to get burned.  Like @Theo Hicks said, i'd try making your own first and then look into other spreadsheets. 

  • Beverly Hills, CA · Member since 2017 · 13 posts · 1 vote
    7y

    Lucas

    You are exactly right, I owned developed and sold therefore am pretty good at reading between the lines, spread sheets can be misleading for sure appreciate the feedback.   Dominic

  • Dan HandfordPro Member
    Investor · Lexington, SC · Member since 2018 · 779 posts · 501 votes
    7y

    @Dominic Dilello Are you looking for an underwriting template? Or PPM template? Or Operating Agreement Template? or Subscription Agreement Template? Or LOI Template? Or PSA Template?

    Please advise?

  • Beverly Hills, CA · Member since 2017 · 13 posts · 1 vote
    7y

    Under writing template for now

  • Specialist · Knoxville, TN · Member since 2012 · 66 posts · 59 votes
    7y

    @Dominic Dilello I have used The syndicated deal analyzer by @Michael Blank. It's a great tool and will help you analyze deals of all sizes. I especially like it's ability to show what each general partner receives for their role in the deal.

  • Rental Property Investor · Tampa, FL · Member since 2015 · 1k+ posts · 969 votes
    7y

    Great point @Luke Miller. The only way to know that the formulas are correct is to create your own from scratch and test the crap out of it.

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