Hi @Jake Leininger,
Great question. I asked a few Vena Experts and their feedback was the following...
When creating or doing an investment waterfall analysis (specifically for real estate) - it's done starting with your assumptions, interest rates, occupancy, turnover, etc. It also includes input assumptions such as: the waterfall time period, project time period, lifetime of investment, etc. And from there, reporting/analysis can be done in Vena side-by-side with similar assets, investments, or properties.
In terms of Vena, there are some additional considerations:
I hope this gives a good starting point for you.If there are any other community members who want to hop in with their insights on: investment waterfalls, forecasting, or investor reporting - I'd also love to hear about it.Thanks!
PS - @John DiQuattro - Good to see you in the forums! Would be great to share your insights in this thread so other Plan To Grow members can be inspired :)
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