XLSX
Available now UW Workbook
14-tab institutional underwriting workbook. Sources & uses, stabilized pro forma, four-constraint loan sizing, valuation, exit scenarios, IC-ready output.
Vol. II Templates & Work Surfaces Catalog · 2026
Working instruments for CRE capital markets.
The deliverable scaffolds your AI team fills in — the files the roles produce against, one layer of the platform stack.
Practitioner-built starter templates for underwriting, lender submissions, capital raising, and deal execution. Each ships as an editable XLSX, DOCX, or PPTX with field labels, formulas, and structure tuned for CRE workflow – the scaffolding a deal team builds the full artifact on.
What you receive: the file the sample previewed plus a how-to-use guide. The samples on the Sample Library are representative of what you get – not stripped previews.
- Catalog
- 17 templates · 4 workflow categories
- Formats
- XLSX · PDF · DOCX · PPTX
- Provenance
- Practitioner-built. Field-tested on institutional CRE deal teams.
01 / Flagship
Featured templates
DOCXXLSX
Available now Term Sheet Reader
Business-side term-sheet review. 17-section DOCX checklist for a single quote + 8-tab XLSX matrix to compare four lender quotes side-by-side.
PPTXDOCX
Available now OM Builder
22-slide offering memorandum builder for debt, equity, sale, and refi processes. PPTX layout + DOCX content planner with page-by-page prompts.
XLSX
Available now PFS / REO Schedule
11-tab lender-ready Personal Financial Statement + Real Estate Owned schedule. Ownership-adjusted net equity, contingent liabilities, debt maturity bucketing, print-ready Lender Summary.
DOCXXLSX
Available now Lender Checklist
Lender-submission checklist + document tracker. 13-section DOCX guide + 7-tab XLSX tracker. 95 items across 10 categories. 6 loan-type variants drive required-vs-optional.
File formats
XLSX Financial models, calculators, sensitivity grids, and budget builders
DOCX Editable document templates – OMs, track records, org charts
PDF Reference documents, annotated guides, and read-only checklists
PPTX Presentation decks and visual org-chart files
02 / Catalog
All templates by workflow
Underwriting
5 UW Workbook 14-tab institutional underwriting workbook. Sources & uses, stabilized pro forma, four-constraint loan sizing, valuation, exit scenarios, IC-ready output.
Cash Flow Projection Flexible 10-year DCF model. Year-by-year revenue, expenses, capex, debt service, sale or refi exit, IRR + equity multiple + cash-on-cash.
Sensitivity Analyses Pre-built CRE sensitivity tables. Cap rate × NOI, DSCR × rate, exit cap × rent growth, cost overrun × contingency. Heatmap conditional formatting. One base-input tab feeds them all.
Renovation Budget Builder 12-tab capex tracker for value-add. Per-unit scope, common area, exterior, soft costs, contingency, monthly draw schedule, variance, cost-overrun sensitivity.
Tax Abatement Modeling 10-tab abatement / PILOT model. 30-year market-tax vs abated-payment projection, NPV benefit calc, NOI / value impact, expiration shock at Y26.
Capital Raising
5 OM Builder 22-slide offering memorandum builder for debt, equity, sale, and refi processes. PPTX layout + DOCX content planner with page-by-page prompts.
PFS / REO Schedule 11-tab lender-ready Personal Financial Statement + Real Estate Owned schedule. Ownership-adjusted net equity, contingent liabilities, debt maturity bucketing, print-ready Lender Summary.
Track Record & Case Study 10-slide sponsor track record. PPTX deck (sponsor overview + by-the-numbers + 3 case studies + active + pipeline) + XLSX portfolio database + DOCX writing planner.
Sponsor / Borrower Org Chart Pack Five borrower / ownership patterns (basic · JV · fund · multi-property · construction) in editable PPTX. Plus XLSX entity database and diligence checklist. For OM / lender submission use — distinct from the AI Team Org Chart deployment asset.
Lender Checklist Lender-submission checklist + document tracker. 13-section DOCX guide + 7-tab XLSX tracker. 95 items across 10 categories. 6 loan-type variants drive required-vs-optional.
Closing / Execution
4 Term Sheet Reader Business-side term-sheet review. 17-section DOCX checklist for a single quote + 8-tab XLSX matrix to compare four lender quotes side-by-side.
Insurance & Carrier Matrix 11-tab insurance tracker. Carrier matrix, quote comparison, exclusion tracker, named-insured matching, lender-requirement checklist, closing summary.
AIA Form Pack Construction draw tracker + AIA payment-application reference. DOCX guide on G702/G703/G701 + XLSX 7-tab tracker covering Schedule of Values, change orders, lien waivers, funding memo.
Timeline Builder Transaction timeline + RACI matrix. 8-tab XLSX with Master Timeline, Critical Path, Diligence Tracker, Closing Checklist, Responsibility Matrix, Calendar Export, Summary.
Reference / Utilities
3 Excel Shortcuts & CRE Functions Free CRE analyst reference. PDF quick-reference (shortcuts, formulas, audit checklist) + XLSX worked-examples workbook with debt, valuation, return metrics.
Tax Analysis Property tax + reassessment-risk analysis. DOCX questionnaire for the assessor call + XLSX projector showing 10-year tax burden with reassessment + growth.
Buy vs Rent Calculator Free buy-vs-rent calculator. 6-tab XLSX comparing homeownership costs, rent growth, invested savings, equity build-up, appreciation, break-even year.
Pricing
Individual templates from $12. Founders’ pricing is available to Dispatch subscribers and closes when launch inventory is committed.
03 / Reference
Common questions
What format do I get?
Each template ships in the format(s) listed on its detail page. Financial models arrive as unlocked XLSX files. Document templates arrive as DOCX. Reference documents and guides arrive as PDF. Most items include more than one format so you have both an editable version and a print-ready reference.
Can I edit the file?
Yes. XLSX and DOCX files ship fully unlocked – no password protection, no formula hiding. They are working instruments, not read-only showcases. PDFs are read-only by nature.
Is this a subscription?
No. Every template is a one-time purchase. You buy it once and own it. Bundle pricing is also one-time. There is no recurring charge attached to any individual template or the Acquisitions Toolkit bundle.
Are updates included?
Yes, for the life of the product. When a template is revised – for a regulatory change, a model correction, or a structural improvement – purchasers receive the updated file at no additional cost.
Can my team use it?
Single-user license covers personal professional use. For firm-wide or team distribution, contact us – multi-seat licenses are available at a per-seat rate below individual pricing.