Lakeside HoldingsLAKESIDE HOLDINGS
03 / The Academy

The Model Library.

Twenty-one institutional models and four packages. Re-run, stress-tested and shipped with audit rows in every file. Instant delivery; your copy is yours alone.

Custom builds

Your deal, your model.

Off the shelf not quite right? We build the model around your deal, scoped on a free call and delivered in days. Every custom build ships with a working session: we walk your team through the file and teach you to run it. Priced on the call.

Get Your Custom Model
01 / Free models

Start here.

Two free tools and two quick calculators. See the standard before you spend real money.

Quick Deal Screener cover Free tool

Quick Deal Screener

A one-page pencil test with a PENCILS or PASS verdict against your own IRR and DSCR hurdles, plus a six-deal Pipeline Ranker.

Free / pay what you want
Download free
Rent Roll Normalizer cover Free tool

Rent Roll Normalizer

Paste a messy rent roll, map the columns once and get a standardized roll with loss-to-lease, WALT and a unit-mix rollup.

Free / pay what you want
Download free
Cap Rate Toolkit cover Quick tool

Cap Rate Toolkit

Solve any corner of the NOI, cap rate and value triangle, price your NOI across a nine-step cap ladder, convert to $/SF and GRM.

$5 / one-time
Buy the tool
Loan & DSCR Calculator cover Quick tool

Loan & DSCR Calculator

Payments, mortgage constant, DSCR both ways, debt yield, max proceeds at your target DSCR and a ten-year balance path.

$15 / one-time
Buy the tool
02 / Pro models

The pro models.

Acquisitions, development, waterfalls and the full debt stack. Priced by the job they do.

Construction Draw Schedule cover Model

Construction Draw Schedule

Fourteen budget lines drawn on S-curve, straight or upfront profiles across a 30-month grid with retainage held and released.

$49 / one-time
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C-PACE Module cover Model

C-PACE Module

Assessment sizing with capitalized interest, a term-flexible schedule, prepayment premiums and the full capital-stack impact.

$59 / one-time
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Financing Module cover Model

Financing Module

Senior proceeds sized to the binding LTV, DSCR or debt-yield constraint with monthly amortization, mezzanine and covenant testing.

$79 / one-time
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Construction Loan Module cover Model

Construction Loan Module

Closed-form LTC sizing, equity-first monthly funding, capitalized interest tested against the reserve, full sources and uses.

$89 / one-time
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JV Equity Waterfall cover Model

JV Equity Waterfall

Compounded pref, return of capital, a 100% GP catch-up and two promote tiers with every account balance visible.

$99 / one-time
Buy the model
Refinance / Hold-vs-Sell Analyzer cover Model

Refinance / Hold-vs-Sell Analyzer

Hold against sell, pre-tax and after-tax with capital gains and depreciation recapture, plus a cash-out refinance scenario.

$119 / one-time
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Acquisition + Future Funding Module cover Model

Acquisition + Future Funding Module

Initial advance plus committed future funding for capex and leasing, interest on drawn balance and fees on undrawn commitment.

$149 / one-time
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5-Tier Equity Waterfall cover Model

5-Tier Equity Waterfall

Five tiers with escalating promotes, each gated by both a compounding IRR hurdle and a MOIC floor.

$179 / one-time
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Four LP Waterfall cover Model

Four LP Waterfall

Four LP classes with independent prefs and promotes, allocated pro rata and settled class by class against the GP.

$199 / one-time
Buy the model
Industrial Acquisition Model cover Model

Industrial Acquisition Model

Tenant-level rent roll with rollover, downtime and TI / LC, binding-constraint debt, WALT and concentration on the IC page.

$199 / one-time
Buy the model
Multifamily Acquisition Model cover Model

Multifamily Acquisition Model

Unit-mix rent roll, renovation schedule, per-unit expenses, debt sizing and a 10-year levered pro forma with waterfall.

$199 / one-time
Buy the model
Retail Development Model cover Model

Retail Development Model

Suite-by-suite tenant mix, development budget, stabilized NOI with recoveries and yield-on-cost, spread and margin.

$249 / one-time
Buy the model
Data Center Acquisition Model cover Model

Data Center Acquisition Model

MW-to-NOI revenue build with power pass-through economics, binding-constraint debt and an exit-cap IRR ladder.

$299 / one-time
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LIHTC Model cover Model

LIHTC Model

Eligible basis through the boost, the 10-year credit stream, investor equity pay-in, gap-solved sources and a 15-year pro forma.

$299 / one-time
Buy the model
Development + Waterfall Model cover Model

Development + Waterfall Model

Ground-up pro forma to yield on cost, spread and margin, feeding a full LP / GP promote waterfall with partner-level returns.

$349 / one-time
Buy the model
03 / Institutional models

The institutional models.

The ground-up multifamily engine and the ten-asset fund model.

Multifamily Development Model cover Institutional

Multifamily Development Model

Unit mix to stabilized NOI, closed-form construction loan, lease-up, perm refinance at stabilization and exit, fully scenario-switched.

$499 / one-time
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Portfolio Acquisition & Fund Model cover Institutional

Portfolio Acquisition & Fund Model

Ten levered engines in parallel, aggregated through fees and a catch-up waterfall to net LP IRR, TVPI, carry and per-asset contribution.

$1,999 / one-time
Buy the model
04 / Packages

The packages.

Curated packages priced under their pieces, and the Master Suite with everything.

Master Underwriting Suite cover The complete library

Master Underwriting Suite

All twenty models, from the free tools to the Multifamily Development engine, at less than half their individual prices. Future updates included.

$999 / one-time

Bought alone: $3,134

Get the suite
The Developer Pack cover Package

The Developer Pack

Construction Draw Schedule, Construction Loan Module, Retail Development, Development + Waterfall and the Multifamily Development engine.

$749 / one-time

Bought alone: $1,235

Get the pack
The Waterfall Pack cover Package

The Waterfall Pack

JV Equity Waterfall, 5-Tier Equity Waterfall and the Four LP Waterfall: catch-ups, dual gates and multi-class structures.

$349 / one-time

Bought alone: $477

Get the pack
The Acquisitions Pack cover Package

The Acquisitions Pack

Industrial, Multifamily and Data Center acquisition models: rollover, renovation and megawatts, all sized to the binding constraint.

$549 / one-time

Bought alone: $697

Get the pack

Not sure which model fits your deal? Book a free call and we build one curated to you, priced on the call.

06 / Education

Taught by the people who built the files.

The Academy is not just a library. Book a free education call and a member of our team works through it with you, live.

Bring anything.

Your Excel questions, a model that is fighting you, a technique you want to learn or training on any Lakeside file. Thirty minutes, no charge, and you leave knowing how to do the thing.

Book a Free Education Call
  • Excel technique: formulas, structure and the conventions institutional files follow
  • Working sessions on your own model: where it breaks, why and how to fix it
  • Training on any Lakeside file: inputs, scenarios, audit checks and presenting the output
  • Modeling fundamentals: debt sizing, waterfalls and stress testing, taught from real files
05 / Inside the files

Inside every file.

The same standard in every tab: gold inputs you edit, locked formulas you cannot break, audit rows that read PASS before you trust a number. Read why the audit rows exist.

Investment committee summary tab
Plate I  ·  Investment committee summary  ·  Industrial Acquisition Model
LP GP promote waterfall allocation tab
Plate II  ·  Promote waterfall, every account visible  ·  Development + Waterfall Model
Fund executive dashboard tab
Plate III  ·  Executive dashboard  ·  Portfolio Acquisition & Fund Model
01

Buy the model

Checkout takes a minute. Card or PayPal, receipt to your inbox.

02

Delivered instantly

The file arrives by email the moment payment clears. Your copy is yours alone.

03

Open and underwrite

Opens in Excel. Gold cells are yours to edit; the engine stays locked and verified.

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