Looking for an Excel template to analyze a portfolio of single-family and multi-family investments
Before I start building this model from scratch, I wanted to see if anyone has an Excel model they use to analyze single-family and multi-family investments on both the portfolio and asset level. Ideally, this model will be used to make investment decisions on which properties to buy, sell, and/or hold to achieve targeted returns across the entire portfolio. In other words, if we target, let's say, a 15% return for the entire portfolio, which individual properties should we buy, sell, and/or hold? 

Thanks in advance for any help. I would also love to hear from anyone who has built a similar model and how you set it up in Excel. Appreciate any input.
[{"id": "hsegnwr", "text": "You're best off making it yourself.  When you inevitably #REF it up (bc everyone does while tinkering) auditing it is going to take forever bc you didn't make it and don't understand how it works. That said, perhaps someone is feeling generous. Not trying to be mean, but a model that can switch back b/t single family and multi and analyze income producing properties and turnkey sales, etc Models like that take hundreds of hours to fine tune. It's a big ask of someone.\n\nYou can also go to adventures in CRE and buy a model. They'll have something like what you want for maybe a few hundred bucks. At one point you could pick what you wanted to pay and students could get them free.", "replies": [{"id": "hsen94i", "text": "Hi there, thanks for your reply and appreciate your input. I had a hunch that I needed to create this from scratch but wanted to be sure before diving in. \n\nIt is a huge ask. I was contracted for this project - they wanted a 1 week turnaround (Ha!).", "replies": [], "depth": 2}], "depth": 1}, {"id": "hseo90z", "text": "What you\u2019re describing isn\u2019t terribly difficult. But I\u2019m confused on how the model will be used for buy,sell, and hold, so you\u2019re using one model to underwrite and be your portfolio/asset management model?", "replies": [{"id": "hsfamsv", "text": "Yeah good question. Client wanted a model to assess a buy, sell, and/or hold strategy. I imagine they will need another model for asset management.", "replies": [{"id": "hsfbkfv", "text": "I think I\u2019m just confused on your description. Like what does an analysis to buy/sell/hold look like. You can\u2019t contemplate selling something you don\u2019t own and you can\u2019t buy something you already own (sell).\n\n\nNonetheless, I think from a fundamental modeling perspective your best bet is to treat SFH and multi family the same (only difference being labeling). In other words, your model would view your SFH as a multi family property that only has 1 unit. Doing it this way allows for a uniform structure of assumptions, cash flows, etc..", "replies": [{"id": "hsk7s9a", "text": "Awesome thank you. This was super helpful.", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "hsfnfu3", "text": "Sorry, to clarify: you\u2019re getting paid to create this, so you came here asking for someone else\u2019s for free so you could sell it? Kinda sus lol\n\nI model construction, acquisition, and term debt across multi tenant assets and portfolios all day long\u2026my spreadsheet is self-built and the result of many months of buildout and tinkering. But it\u2019s also built in a way that only I know how to maximize its use. \n\nTo someone else\u2019s point - if you break the template, how would you know how to fix it if you didn\u2019t build it in the first place?", "replies": [{"id": "hsk7gaj", "text": "Hey thanks for commenting. \n\nI created this post to validate a model of this nature needed to be built from scratch before I sent this feedback to my client and I was interested how others may have set it up in Excel. My primary focus is single-tenant, multi-tenant and portfolio analysis of retail, office, and industrial product. I don\u2019t usually work on multi-family or single-family portfolios. \n\nMake no mistake here. I have worked in brokerage, development, and now consulting for many years. The countless hours I spent as an analyst taught me about the duration and skill set that goes into building a comprehensive model like the many I\u2019ve built in the past. \n\nSure, I know how best to work the models I built in the past, but every model I create allows myself and other users to maximize their value. At the end of the day; you, me, and others who spend the amount of time in Excel as we do learn how to analyze a model pretty quickly. It is not hard for me to read its calculations, decipher inputs and outputs, and understand what\u2019s going on.  \n\nI make this very clear - I have no intention of claiming someone else\u2019s model as my own and profiting from it. That is not the kind of person I am and directly conflicts the values I hold myself to.", "replies": [{"id": "hskao2i", "text": "Cool, I appreciate you clarifying that. Without the additional context, it seemed like a totally different scenario (and my bad for assuming that\u2019s where it was)\n\nHats off for taking the time to custom build something like this for someone else!", "replies": [{"id": "hsksaj5", "text": "Thanks for raising the concerns. I now realize how this post may be perceived so I appreciate the opportunity to clear it up. Take care,", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}]