MF Asset Management Model.

My firm started a new fund a little less than a year ago that gives us the ability to hold our multifamily developments longer (5-7 years). Historically we sold upon stabilization so an asset management system or reporting process was never really implemented.

We now have a few hundred units about to be delivered and everyone is looking at me to take on the asset management/investor reporting for these longer term deals.

Does anyone have a simple AM model that allows me track actual vs proforma and do some simple hold/refi/sell analysis? Im not looking for anything fancy I just don't want to start building this from scratch. Thanks in advance to anyone who is willing to share.

4 Comments
 

Hi ChangedMyName, check out these links:

  • What is the appeal of mega-funds? equity hedge fund megafund ... spend all their time worrying about getting into the top group at whatever bank so they can move to mega ... funds in private equity or big hedge funds, where the lifestyle can be close to if not just as bad as ...
  • How does my resume look for future mega fund recruiting? realistic is it for me to shoot for a summer internship while in my MBA at a larger fund or mega fund? Is it ... a mega fund summer internship while at a Booth/Columbia? job prospects ... with a management team about a management buyout, and the partners have since entrusted me with ...
  • Going from MM Investment Bank to Mega-Fund I am currently a first year analyst at a mid-tier middle-market bank (William Blair, Piper ... move laterally to a BB or can I work for a smaller fund for a couple years and then make my move? Do ... I need to get my MBA first? Is that big of a jump even possible? I am willing to do just about anything ...
  • 1st Year Mega Fund (MF) Associate Compensation a Mega-Fund like KKR, TPG, Silver Lake, or Apollo. I've heard anything from $250K to $400K. Can anyone ... salary varies from firm to firm, mega fund associates can expect to make between $200 k- $300 k. ... Equity Analyst wrote: Over the two years in a standard associate program at a MF (after completing 2-3 ...
  • Why even bother going to a mega-fund? I've read some comments and posts about how people pick IB groups based solely on MF ... to go to another sweatshop PE fund that will kick you out after 2 years for B-school. I thought the ... a decent pe fund and still get into a top MBA program. IBD PE to Monday, May 2, 2016- 8:00pm ...
  • Mega Fund Placement out of BB LevFin I have a good chance in attracting head hunters at Mega-Funds? Assuming semi-target state school, 3.75+ ... If I am an incoming analyst at JPM / BAML / CS in the respective Leveraged Finance Group. Do ...
  • HELP: Business School convo with head of group at mega fund the issue- I am on a work Visa that actually expires a few months after I finish 2 years at the fund ... into my role as PE associate at a top MF, and have had great year-end reviews in which I have been told ... for now. My team and the fund generally have a track record of promoting associates without MBAs (some ...
  • Mega Fund Recruiting From my understanding, the mega-funds generally recruit around the same time every year. Anyone ...
  • More suggestions...

You're welcome.

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

I don’t have any models that would help you, but just found this and was curious to know if you found what you were looking for. Are you still handling your firm’s AM (and if so how's it going)?

“Doesn't really mean shit plebby boi. LMK when you're pulling thiccboi cheques.“ — @m_1
 

Voluptatem omnis fuga vel accusantium quis. Suscipit est quod dignissimos nulla et fuga. Corrupti possimus quo animi corporis in. Culpa voluptatem laboriosam delectus molestiae necessitatibus numquam maxime atque. Aspernatur sapiente numquam non quam. Voluptas fugit voluptatem ut aut similique.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • 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 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (77) $151
  • Intern/Summer Analyst (71) $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
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
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...”