Insights

Real Estate Financial Model / Template for Multifamily Property

  • Peter Lynch

In this post you will find a template for the acquisition of a fictional 160 unit multifamily property. The template was developed in collaboration with a couple friends that are real estate professionals.

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Private Equity Fund Structure

  • Peter Lynch

Private equity funds are closed-end investment vehicles, which means that there is a limited window to raise funds and once this window has expired no further funds can be raised. These funds are generally formed as either a Limited Partnership (“LP”) or Limited Liability Company (“LLC”).

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Commission Structure & HLOOKUP Practice

  • Peter Lynch

I recently developed a quick template to look at potential commission structures for a business with customer concentration and large contracts. I thought a simple version of the Excel workbook would provide some decent Excel formula practice.

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Excel: =OFFSET() vs. =CHOOSE()

  • Peter Lynch

The two most commonly used functions for scenario selection are =CHOOSE() and =OFFSET(). The =CHOOSE() function is the simpler of the two, and is sufficient for most simple scenario analysis. If, for example, you only intend to run three scenarios, then you may prefer =CHOOSE(). This function can cause frustration, however, if you are constantly adding or deleting the number of scenarios in your model. The reason is that it requires you link directly to the scenario. The image that follows demonstrates:

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Aswath Damodaran Interview

  • Peter Lynch

I generally find it difficult to listen to long interviews and podcasts. One recent exception to this is an interview with Aswath Damodaran titled “Aswath Damodaran on the Art of Corporate Valuation” (click on the link for the interview).

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