Premium Excel Financial Model Audit + Edits + Strategy Call
Upgrade your real estate model. Clarify your strategy. Make better investment decisions.
In real estate, the quality of your financial model can make or break your project. If your numbers aren’t accurate, optimized, and investor-ready, you risk presenting a weaker deal, missing critical details, or making decisions based on incomplete information.
Whether you’re working on a residential or commercial project, this premium service is designed to take your existing financial model and elevate it to a professional, high-performance standard—fast.
Why This Service Matters
Many real estate professionals spend weeks building their own models or using templates—but without a professional review, errors, inefficiencies, and missed opportunities can slip through unnoticed. A polished, accurate, and strategically aligned model not only boosts your confidence but also helps you win over investors, lenders, and partners. With the Premium Excel Financial Model Audit + Edits + Strategy Call, you get more than just a “check”—you get hands-on optimization and strategic insights from a real estate finance perspective.
What’s Included1. Thorough Audit of Your Real Estate Excel Model
We’ll perform a comprehensive review of your existing financial model—whether residential, commercial, or mixed-use—covering: Formula accuracy and error detection. Layout and organization for usability. Logical flow and assumptions validation. Output clarity for decision-making and presentations. The goal is to ensure your model is error-free, investor-friendly, and easy to navigate.
2. Direct Edits for Accuracy and Optimization
Instead of just pointing out issues, we’ll make direct improvements to your model, including:
Correcting broken or inefficient formulas.
Enhancing structure for better readability.
Adjusting calculations for more realistic projections.
Streamlining inputs and outputs for faster scenario analysis.
This way, you end up with a model that’s both precise and practical.
3. Custom Summary Memo with Key Insights
Alongside the updated model, you’ll receive a clear, concise memo summarizing:
- The most important financial metrics from your deal (IRR, ROI, equity multiple, etc.).
- Strengths and potential risks identified in your model.
- Recommended next steps for improving your investment case.
This summary is ideal for quick decision-making and internal reviews.
4. 1:1 Strategy Call (Phone or Zoom)
You’ll get one full hour with an expert to:
- Walk through your updated model step-by-step.
- Clarify any assumptions or formulas.
- Discuss funding structures and return strategies.
- Align your numbers with your overall investment goals.
This ensures you leave the process not just with a better spreadsheet, but with a deeper understanding of your project’s financial story.
Fast 3-Business-Day Delivery Time is often the most valuable resource in real estate. That’s why we guarantee delivery of your audited and improved model—plus your summary memo—within three business days of receiving your file and project details.
The Outcome By the end of this process,
you’ll have:
An optimized, error-free Excel model you can trust.
- A clearer understanding of your deal’s potential.
- The confidence to present your project to investors, lenders, or partners.
- You’ve done the hard work of putting your deal together.
- Now let us refine, enhance, and position it for success.
Buy now to get started—because your model deserves more than a quick glance. It deserves a pro-level review that delivers real value for your next big move.
Premium Excel Financial Model Audit + Edits + Strategy Call
- Data Inputs all in "Blue"
- Property Description
- Property Value and Repair Costs
- Holding Costs
- Financing Assumptions - Up to 3 Lenders
- Transaction Costs
- Repair Worksheet
- Automated Return on Investment
- Automated Profit Calculation
Email me your model, questions you may have and areas of concern.

