Direct Sponsor Underwriting Engine
Commercial ROI & Waterfall Calculator
Evaluate your projected cash-on-cash distributions, return of principal, and the 80/20 investor profit split governed by an 8.0% cumulative preferred return. Free of aggregator platform fee drag.
Investment Parameters
Manual Entry or SliderInvestor Check Size (Principal)Type or Drag
$
$10,000 (Min)Max: $1,000,000
Target Holding Period5 Years
Yrs
1 Year15 Years
7.00% / Year
%
1.0%7.0% (Underwritten)20.0%
Sponsor Direct Waterfall Alignment
- • 8.0% Cumulative Preferred Return: 100% of cash distributions go to investors first.
- • 80 / 20 Promote Split: Excess appreciation is shared 80% to investors, 20% to Sponsor.
- • 0% Platform Fee Drag: No intermediary tech surcharges.
Projected Total Payout$86,000
Equity Multiple1.72x MOIC
Initial Capital$50,000
Cash Distributions$17,500
Net Investor Profit+$36,000
Annual Cash Flow: $3,500 / yrAnnual Preferred Hurdle: $4,000 / yr
Projected Annual Distribution Schedule
| Year | Annual Cash Yield | Cumulative Cash | Return of Capital |
|---|---|---|---|
| Year 1 | $3,500 | $3,500 | Invested |
| Year 2 | $3,500 | $7,000 | Invested |
| Year 3 | $3,500 | $10,500 | Invested |
| Year 4 | $3,500 | $14,000 | Invested |
| Year 5 | $3,500 | $17,500 | $68,500 (Exit) |
Need the Complete Institutional Model?
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