industries
For Real Estate & Property Managers
Excel financial feasibility models tenant rent roll automation and portfolio cash flow dashboards for real estate asset managers.
- real estate
- property
- rent roll
- cam
- feasibility
Real estate developers, property asset managers, and family offices often struggle with fragmented rent rolls, complex CAM reconciliations, and manual development cash flow models. FormulaSurge builds clean, auditable Excel financial models and executive property dashboards that keep asset managers, lenders, and investors aligned.
Real Estate Solutions
Excel models for real estate & property teams.
From development feasibility to tenant rent roll automation - we build Excel workbooks real estate teams rely on every month.
Property Development Feasibility Models
Multi-phase land acquisition, construction drawdown, debt sizing, and IRR sensitivity models built to institutional investor standards.
Tenant Rent Roll & Escalation Trackers
Automated rent rolls with annual CPI/percentage escalations, lease expiry alerts, and vacancy rate dashboards across commercial and residential portfolios.
CAM & Operating Expense Reconciliation
Common Area Maintenance (CAM) expense allocation models that calculate exact tenant recovery charges without manual ledger manipulation.
Multi-Property Cash Flow & Portfolio MIS
Consolidated portfolio executive dashboards that pull rental collections, debt service coverage (DSCR), and net operating income (NOI) into one refresh.
In writing
Four guarantees on every paid engagement.
What every paid engagement comes with - in writing, before any build work starts.
Written scope, fixed price, fixed timeline
Agreed in writing before any build work begins. No open-ended discovery, no scope creep, no surprise invoice at the end.
Working draft within five working days
Or your deposit back, no questions. We will not string you along for a month to find out we are not a fit.
30-day post-handover support window
Every defect against the Definition of Done fixed free, and every question answered within one working day. New features are quoted separately.
A written Definition of Done
If we miss it, we fix it free. No arguments. The bar is in writing before the work starts, not after.
Talk to a Real Estate Excel Consultant
Send us your rent roll or model for a free diagnostic check.
Free audit - written checks delivered within one working day.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard