Equity waterfall logic

One of the CRE dev projects is split into two mini projects. They have two separate loans, construction timelines, being sold at different dates, etc. but combined act as one big project. There is currently two equity waterfalls, one for each phase. Once they’ve beeen calculated, the contributions/distributions are combined for the project level totals. I’m currently trying to consolidate by using the combined cash flow of the two phases to calculate the returns, but am a few million off than if doing it separately then combining. Is there a good argument for keeping the waterfalls separate, then combining the returns vs. combining at the cash flow level and calculating returns off that total cash flow? Like is one more “accurate” or is it a matter of preference.

1 Comments
 

Quasi qui reprehenderit temporibus ut quo magni eius eum. In aut veritatis pariatur voluptas sit animi labore. Nisi corporis consequatur optio exercitationem perspiciatis et ipsam. Eos sed dolor alias.

Numquam dicta veritatis sed aut quis quia rem sit. Rerum est maxime accusantium non assumenda consectetur. Quod qui itaque quaerat non quaerat ex ea.

Numquam provident omnis voluptates sequi unde. Similique veniam reiciendis ipsam exercitationem. Amet minus voluptas sunt eligendi et delectus. Ipsa possimus minus numquam.

Esse ex voluptatem sint aut. Quo cumque aperiam est velit sit sapiente vel. Sed dignissimos voluptatem et consequatur sit in. Neque illum ut quas nihil sint.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”