CF statement for shophouse investment

Hi could anyone help me model this question through excel so that i am able to double check it. Thank you!

Instructions 1) Based on the below assumptions, please draft a simple CF model for an investment period of 4 years on a Quarterly basis. Any assumptions you believe are missing, please use your own assumptions and state them accordingly.

Property Location: Prime Area Asset Class: Shophouse Deal structure: Share Deal Property size: 15,000 Sqft Acquisition price: 38 Million Acquisition cost : 1.5% of acquisition price CAPEX in month #6: 2 Million Current Gross Rental Yield: 3.00% Current Vacancy: 20% Bank Loan on Acquisition Price: 50% ( 5 year bullet loan) Capex Loan: 50% of Capex Interest rate: 1.3% over LIBOR

The property will be vacant from month #6 onwards during renovation for a period of 6 months. After that, the property will be full leased within a 1 year period. The market rent after renovation is $7.50/sqft/month.

Annual rental increase: 4% Exit Yield on gross rental: 3.00% Exit cost on disposal value: 1.50%

2) Calculate the IRR of this investment plus the Equity Multiple.

3)Please include your assumptions plus your conclusion if you should acquire the property if the expected IRR is 15%

2 Comments
 

Hey Shwnfng1, sorry about the delay, but are any of these useful:

  • Beginner RE Valuation/Modeling for real estate modeling. I had a few questions that were a bit confusing so I would appreciate any ... help! So I understand the process for calculating NOI. In commercial real estate, is NOI considered the ... familiar with traditional modeling (3-statement projection, DCF) but having trouble finding free resources ...
  • Best Real Estate Modeling course? REFM? BIWS? WSP? modeling commercial real estate private equity ... my gut tells me that BIWS's basic modeling course will have me a bit unprepared for the case ... modeling course that I could learn from. I've seen recommendations for BIWS REIT but that seems a bit ...
  • Can we get a STICKY for our RE board for a) Underwriting models to be posted/shared; b) Current salary comps across industry What do you guys think? This would be very useful to many of us. Real Estate Salary models ...
  • Real Estate Hedge Funds (RE Stocks Only) I know a bunch of hedge funds that invest in real estate, but does anyone know of hedge funds that ... primarily invest in publicly traded REITs and RE related companies? LDR Capital Management is the only ... definition for RE related stocks. RE services, home builders, hotels, casinos, infrastructure, and any other ...
  • Real Estate Financial Modeling for beginners Hey guys, I'm trying to build a solid foundation for RE modeling in the hopes of eventually ... applying to a REIT or REPE fund down the road. Any suggestions on how to build up my financial modeling ...
  • Advice to transition from Real Estate Finance to IB Hi all, I recently graduated undergrad and joined a Real Estate investment firm as an acquisitions ... after such a short period of time. On the other hand I'm not sure if working in RE for one year is ... the Buyside, I would much rather be in "real" Finance. I am planning to do my Master of ...
  • WSO Hall of Fame: Real Estate Forum Transitioning Out of Real Estate Exit ops for Corporate RE? Real Estate PE Exit Options Which RE position/track ... Understanding The Basics What is Real Estate? General Real Estate Discussion Distressed Debt Investing (Real ... Types of RE Leases- A Primer A
  • More suggestions...

Fingers crossed that one of those helps you.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Est laboriosam maiores dolores. Assumenda iusto aliquam qui accusantium est. Nam cum corporis omnis quaerat excepturi laborum optio. Deserunt veritatis fuga totam doloribus voluptatem quo. Et dignissimos provident optio eveniet distinctio nam autem qui.

Cupiditate eligendi eum blanditiis laudantium neque. Sint veniam ipsa nulla sit sed. Unde deleniti sequi commodi et nobis. Sint aperiam qui qui nihil est. Nobis qui et voluptatibus veritatis repellat pariatur velit. Sapiente qui magnam iusto et. Hic officiis minima praesentium.

Vel tempora non nemo laborum. Nihil quas vel labore magni cupiditate eius et. Velit consequatur odio quia nesciunt voluptas exercitationem molestiae. Omnis voluptatem unde hic officia rerum sit corporis quia. Voluptas voluptas voluptas nesciunt nobis consequatur ea.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (24) $180
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”