Top Shelf Models

Not your average template.
Each model is crafted by experienced analysts to deliver custom, accurate, and real estate-specific results.

Fund fees—like management fees, organizational costs, and admin fees—can make or break net returns. Top Shelf Models gives you the tools to forecast and allocate these costs with precision across LPs.

Gross IRR shows a project’s performance before fees, while Net IRR reflects investor returns after fees, promotes, and expenses—making it key for understanding actual take-home profits.

Our models run dynamic loan sizing based on DSCR, LTV, LTC, or fixed loan inputs—helping you find the optimal leverage without overexposing your deal.

An investor return summary tab gives LPs and GPs a clear view of net returns, promote structures, and capital account balances—all in one clean, digestible place.

CapEx inputs are fully customizable and flow seamlessly through the cash flow model—helping users schedule renovations, factor in loan reserves, and evaluate return on investment.

What is a rent roll, and why does it matter in financial modeling? A rent roll provides a snapshot of tenants, lease terms, and rental income—critical data for underwriting, valuation, and forecasting in real estate investments.

More than just numbers — we’re the people behind the models.

Monthly models offer granularity—capturing loan draws, rent phases, and expense spikes that annual summaries miss. They’re crucial for short-term planning and construction-driven deals.

Lease-up modeling forecasts how occupancy grows over time—shaping income, expenses, and when a property stabilizes. TSM lets you build in timeline-based lease-up assumptions for sharper projections.

A refinance can reset debt terms, free up equity, and shift IRR dramatically. TSM models include built-in refinance toggles to forecast impacts on cash flow and returns.