This model is a case study for real estate funds. It shows how you can evaluate the funds and estimates an overall return through three scenarios.

Firstly, if you have limit information with limit data, as the advance assumption builds, we see equity of €298 Million & €448 of debt. The ratio debt to equity is 60 % which creates an XIRR of 12.39%.

Secondly, evaluating the cash flow projection according to the real-estate funds PPM of the funds projection such as initial equity , equity reimbursement (from asset sales ), cash distribution, activities and capital gains and cash distribution yield all for 7 years which represents the funds management plan. These come from advanced studies and sophisticated analysis to estimate value add & dividend yield.

We can then see the difference between XIRR For Equity ( 12.52%) & average return
against overall average of total funds ( 8.208%) and average return against average of equity (12.9393%). There are lots of details and sophistication which proves the study for comparison as the difference between XIRR (8.5533%) & NPV (8.5632%) and weighted average return for the funds (8.5430%) .

Finally, estimating free cash flow for funds (FCFF), net investment and the NOPLAT (FCFF = NOPLAT - Net Investment) we get the return on invested capital (ROIC) and weighted average cost capital employed in the funds (WACC), analysing the economic model analysis and the value adds. Both results equal each other regarding evaluation on the second scenarios and the three-D scenarios i.e. from DCF for the funds or EVA.R

Reviews Add a review
No reviews yet

More From Hany Hassanien Badr

Browse our top rated business templates. See All
Big Bang - Strategic Valuation
Is it not enough for management to have business experience and experts in institutional, market and financial valuation and strategies?…
Sustainable Growth and Value Model
Imagine you have a projection plan for three years forecasting a period for your company, including revenue growth & Operation…
EVA & DCF MODEL Power Point Presentation
This presentation includes a 107-slide PowerPoint with sample excel models and information that explains how the EVA & DCF model…
EVA &DCF Model ( Combined Economic Value Added & Discount Cash Flow )
This unique model is a combined Economic Value Added (EVA) and Discounted Cash Flow (DCF) model that is different from…
Strategic Valuation ( 5 Models )
These five unique models are designed to serve a particular purpose for certain companies, according to their needs. The models…
See All