Public Housing Pro Forma
Public Finance Excel Template (Free Download)
Turn unit mix, rents, occupancy, subsidy income, operating expenses, and replacement reserves into a public housing pro forma.
professionals from Deloitte
About this pro forma
This pro forma presents the projected operating and cash position of a public housing authority portfolio. It rolls units by bedroom count and occupancy into rent and subsidy revenue, then allocates property operations, staffing, utilities, maintenance, administration, and asset replacement reserves.
Use it to assess portfolio sustainability, reserve funding, occupancy and rent scenarios, and capital planning. The linked Excel model preserves the public and subsidy accounting mechanics; the pro forma is the projected decision output for management and stakeholders.
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 Public Housing Pro Forma
- Unit mix, occupancy, and rent roll forecast
- Tenant rent, subsidy, and other housing revenue output
- Property-level operating expense allocation
- Maintenance, administration, utilities, and staffing costs
- Replacement reserve funding and capital planning schedule
- Portfolio operating surplus and cash flow metrics
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 does this public housing pro forma model?+
It projects units, occupancy, rent and subsidy revenue, operating expenses, replacement reserves, and portfolio cash flow.
Can I change the unit mix?+
Yes. Adjust bedroom categories, unit counts, occupancy, rent, and subsidy assumptions for the portfolio.
Are reserves included?+
Yes. Asset replacement reserve funding is projected separately to support capital planning and sustainability.
Who uses this output?+
Housing authorities, public-sector finance teams, lenders, and stakeholders can use it for operating and capital decisions.
Have more financial modelling questions? Contact us
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