Mixed-Use Pro Forma
Real Estate Excel Template (Free Download)
Turn residential absorption, office leasing and retail income into a projected mixed-use development and investment decision view.
professionals from Deloitte
About this pro forma
The underlying Excel model is the engine for phased residential, office and retail development. Unit sales or rents, lease-up, tenant improvements, construction costs, draws, operating expenses and stabilization flow into each asset class and the consolidated project.
The pro forma gives developers, lenders, investors and asset managers a forward view of funding needs, blended NOI, project cash flow and returns. Test phasing, preleasing, absorption, cost inflation and exit assumptions.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Mixed-Use Pro Forma
- Residential unit sales, rents and absorption projections
- Office leasing, tenant improvements and occupancy
- Retail rents, percentage leases and anchor contributions
- Phase-by-phase construction costs and draws
- Operating expenses, stabilized NOI and capex
- Blended project cash flow, DCF, IRR and return-on-cost outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What asset classes are included?+
The pro forma links residential, office and retail components into one phased project forecast.
Can I change development phasing?+
Yes. Timing, absorption, preleasing and construction assumptions drive each phase's cash flow.
How is value calculated?+
Residential sales and stabilized income values combine into blended project returns and valuation.
Who uses the output?+
Developers, lenders, development managers and real estate investors use it for feasibility and financing.
Have more financial modelling questions? Contact us
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