Retail CRE Deal Underwriting

@daniyal3214

As an experienced financial professional with a specialized focus in data analytics, including Excel and Google Sheets, I possess the necessary skills to provide you with a fully linked Excel model and short risk memo to facilitate your retail CRE deal underwriting projects. Over the years, I have honed my ability to meticulously investigate NNN, gross, and modified-gross rent rolls, while accounting for real-life factors such as lease-up timelines and below-market occupancy rates. This ensures my models provide true-to-life cash-flow projections and valuable IRR, equity multiple, and sensitivity analyses. One key aspect of this project that I'm eager to contribute to is the hold analysis. This is an area where I've consistently excelled. I've become adept at stress-testing various exit cap rates, identifying potential refinancing scenarios, and optimizing capital stack structures for maximum profitability. What sets me apart from other freelancers is my commitment to delivering beyond expectations. Not only will you receive a transparent and functional Excel model or an Argus-style one if you prefer, but you'll also get a concise write-up aiming to highlight assumptions, lease-term risks appropriately while outlining key drivers behind upside and downside situations. Hire me, and I guarantee top-notch quality work that helps tell a clear story through the numbers.

@Saadsadfy

Have you established a standard underwriting template, or would you like me to build a fully linked model that can serve as your benchmark for future acquisitions? I specialize in turning complex acquisition data into clear investment decisions. I'll review rent rolls, OMs, and your assumptions, build a transparent 5–10-year cash flow model with IRR, equity multiple, refinance, exit cap, and sensitivity analyses, then stress-test the deal to uncover lease-term risks, rollover exposure, and value-creation opportunities. Every assumption will be easy to follow and modify as new information becomes available. Alongside the model, you'll receive a concise investment memo highlighting key risks, upside drivers, and recommendations so you can evaluate opportunities quickly and confidently. I'm available on an ongoing basis for new acquisitions and can maintain a consistent underwriting approach across every deal. I look forward to discussing your pipeline and becoming a reliable extension of your acquisitions team. Saad.

@usmanbashir12100

Hi, I can underwrite single‑asset retail and mixed‑use acquisitions fast and clean. Share the OM, rent roll, and your assumptions, and I’ll deliver a transparent Excel model with 5–10 year cash flows, IRR, equity multiple, refinance and exit‑cap sensitivities, plus realistic lease‑up for vacancy and below‑market suites. I’ll scrub NNN, gross, and modified‑gross terms, flag lease‑term risks first—breaks, stacked expirations, option caps—and summarize upside and downside in a concise one‑to‑two‑page memo you can act on. Best regards, Muhammad Usman

@bhupendrayadav

I have already created the similar project, please check the project details here - https://www.freelancer.in/portfolio-items/8690571-automated-real-estate-analysis I am an Excel & VBA Automation Expert with an MBA and 10+ years of experience delivering smart solutions to global clients (eg. Decathlon, E&Y, Schindler). I’ve successfully completed 100+ projects (4.9★ rating), helping businesses save time, reduce errors, and boost efficiency. I can deliver a fast, accurate, and customized solution for your requirements. Let’s chat and discuss your project—I can start right away. Looking forward to working with you!

@ahmadayaz

I specialize in creating advanced Excel models for evaluating commercial property acquisitions, including analyzing rent rolls, lease-up timelines, and cash-flow projections. With expertise in stress-testing exit strategies and refining capital stack scenarios, I provide comprehensive analyses to support investment decisions. I excel at delivering transparent investment memos aligned with specific criteria and am ready to enhance your investment strategy for profitable outcomes. Let's collaborate to streamline your underwriting process and drive portfolio success.

@revival786

Greetings! I can underwrite your retail and mixed-use acquisitions with detailed Excel modeling and concise risk memos. I will scrub rent rolls, model lease-up timelines, and build 5 to 10 year cash flow projections with IRR, equity multiple, and sensitivity tables. I will stress-test exit cap rates, refinance scenarios, and capital structures, with a focus on lease-term risks including break options, expirations, and extension rights. I will deliver a transparent model you can manipulate and a one to two page write-up covering assumptions and key drivers. I can share anonymized past work samples. Let's discuss your current deal and timeline. Thanks, Revival

@durgesh8527

Over the years, I have become highly proficient in Excel, as you can see from my extensive portfolio. Whether it's building scalable software solutions or using data to drive business analytics and decision making, Excel has always been my go-to tool. I am confident in my ability to provide you with a fully linked model that will not only meet but exceed your expectations. My meticulous approach to data and analysis ensures robust and reliable outputs, making it easier for you to manipulate and navigate the models at your convenience. In addition to my technical proficiency, I bring a deep understanding of business requirements to the table. I've worked on diverse projects across various industries and have an eye for identifying potential risks and upside/downside drivers. This aligns perfectly with your need for a freelancer who can stress-test exit cap rates, analyze refinance scenarios, and evaluate lease-term risks effectively. Lastly, my commitment to clear communication is something I hold in high regard. I understand that as a professional like yourself, it's important to stay informed throughout the project's lifecycle. Therefore, I promise to keep you updated with regular progress reports, ensuring that any potential issues are addressed in a timely manner. With me on board, you can rest assured that your neighborhood-scale retail and mixed-use properties will be underwritten with great precision and attention to detail.

@arturg6

Hello, "lease-up timelines" – you need realistic vacancy assumptions built into a 5‑10 year cash‑flow model that can stress‑test exit caps and refinance triggers. I’ll construct a linked Excel model using dynamic arrays and VBA to auto‑populate rent escalations, then embed a data‑validation table for lease‑term options so you can instantly toggle break clauses or extension rights. My prior work includes a 7‑year mixed‑use model that flagged a 2025 lease‑expiry cluster, saving the sponsor $200k in upside risk. Would you prefer the cash‑flow outputs in a separate “Scenario” sheet or integrated within the primary dashboard? Looking forward to working with you. Artur

@copulas

Having built a solid reputation for delivering quality software solutions in the business world, my team and I at COPULAS Co., Ltd have acquired invaluable skills that extend beyond typical coding. We are proficient in business analysis and have a keen eye for detail - essential attributes that make us an exceptional fit for your project. Throughout our 15+ years in Full-stack engineering, we have handled numerous complex projects that required thorough analysis and precision. Our robust knowledge of both Excel and Argus-style models, combined with our ability to manipulate data with accuracy and speed will ensure you receive a model that not only works but is also easy to use and adjust for future reference We are committed to providing you a transparent deliverable, combining a precisely built Excel model with a concise write-up that gives focus to key assumptions, risks, upside/downside drivers where they exist. Our approach of keeping lines of communication open ensures your constant involvement in the process and ultimately an output aligned with your needs and preferences. So let's start building together;

@nikolar13

"lease rollover risk" in the retail underwriting process is the real issue here — the goal is not just producing a financial model, but creating a deal analysis that shows whether the property can actually protect returns under realistic tenant and market conditions. I’ll approach this by structuring a fully linked Excel underwriting flow that cleans the rent roll data, separates NNN/gross/modified-gross leases, models lease expirations, downtime, renewal assumptions, and below-market rent adjustments before flowing everything into 5–10 year cash flows, IRR, equity multiple, and sensitivity analysis. A common failure point in CRE models is using optimistic lease-up assumptions or overlooking expiration concentration, which can make a weak acquisition appear attractive. I’d add downside scenarios around exit cap rates, refinancing conditions, vacancy periods, and tenant rollover exposure so the investment risks are visible before making a decision. Which underwriting framework are you currently using for acquisitions — an existing Excel template, Argus model, or a custom investment committee format? Looking forward to working with you. Nikola

@antonk52

Hello, Having worked in IT for years developing reliable, scalable software systems, I possess an intricate understanding of data analysis and interpretation. As an Accounts expert, I am well-versed using Excel and other analytic tools to provide you with the fully linked Excel model you need for each acquisition. Leaning on my background in backend development, system scalability, and optimization, I can assist with everything from scrubbing rent rolls to stress-testing exit cap rates till the numbers tell a clear story. Another addition to your team would be my cloud management skills and how they match your project needs. Offering secure and scalable cloud deployments is vital for efficient data handling, which forms a core of underwriting crucial for your retail property's acquisitions. By opting for me, you tap into proven expertise in AWS(EC2, S3) - optimizing cost-effectiveness and automating operations while safeguarding against power outages or server crashes that could compromise data accessibility or integrity. The significance of your project calls for long-term technical reliability, which you stand assured of with me on board. My clients praise me for my focus on long-term maintainability as opposed to quick fixes - guaranteeing you a transparent Excel or Argus-style model that you can manipulate even after delivery. You will receive deliveries marked by layered assumptions, lease-term risks, and key upside/downside d Thanks!

@josep438

As an experienced financial analyst proficient in Excel, I possess the skills and flexibility necessary to excel in this position. My aptitude for seamlessly navigating and manipulating complex financial models enables me to quickly provide you with insightful data analysis that focuses on the crucial elements of your deals. Over my X years in the industry, I have built a reputation for delivering thorough and strategic underwriting. Moreover, my propensity for analyzing long-term cash flow holdings; considering all possible exit cap rates, refinance scenarios and capital-stack tweaks until they tell a clear story give me an added advantage and confidence that I can deliver and even surpass your expectations. All these insights will be summarized succinctly in one-to-two page "memo-before-you-go" documents highlighting key assumption leases risks, upside/downside drivers that will surely aid your decision-making process. Let's discuss further how I can aid in driving your real estate acquisitions!

@warrick1718

This project immediately caught my attention because it is exactly the type of work I do best. I understand the importance of a clean, professional, and seamless underwriting process for retail properties. While I am new to freelancer, I have tons of experience and have done other projects off site. I specialize in creating fully linked Excel models, stress-testing exit scenarios, and providing concise risk memos. My expertise lies in analyzing lease terms, cash flow projections, and identifying key drivers for success. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden