Transforming CRE Syndications

 

Introducing Partner Modeling in TheAnalyst® PRO

At TheAnalyst PRO, innovation has always been at the heart of what we do. Today, we’re proud to announce a groundbreaking enhancement that’s redefining how commercial real estate professionals structure, analyze, and present investment partnerships: Partner Modeling

Whether you’re a syndicator, investor, or broker, structuring partnerships has historically been a complex and time-consuming process — requiring spreadsheets, manual calculations, and, often, a lot of guesswork.

Not anymore.

What Is Partner Modeling?

Partner Modeling is the process of structuring and analyzing how cash flows, profits, and returns are distributed among investors and sponsors in a commercial real estate partnership.

Our new Partner Modeling feature empowers users to model both simple and highly sophisticated investment structures in minutes. With TheAnalyst PRO, Partner Modeling is fully integrated into your property analysis with just a few inputs.

Model Types Now Available:

• Simple Split

Quickly divide cash flow and profits based on ownership percentages, with no preferred returns or promote structures. Perfect for straightforward partnerships and small syndications.

• Rake Distribution

Introduce a “rake” or fixed promote to the sponsor, allowing a predetermined share of profits (e.g., 15% or 20%) before the remainder is split based on ownership.

• Preferred Return & Promote

Model structures where investors receive a preferred return first, and any profits above that hurdle are split with a sponsor promote (carried interest), incentivizing strong deal performance.

• Pari Passu Tiered Waterfall

Advanced tiered waterfalls allowing cash to be distributed across multiple hurdles (e.g., an 8% pref, then a 12% IRR hurdle) with customizable promote structures at each level.


Why It Matters

Gone are the days of juggling multiple spreadsheets and struggling to explain complex partnership structures. With TheAnalyst PRO’s Partner Modeling:

•  Save Time: Model partnerships faster and more accurately than ever.

•  Enhance Transparency: Provide professional, easy-to-understand reports to investors.

•  Close More Deals: Spend less time explaining structures and more time building relationships.

•  Generate Investor-Ready Reports Instantly: Your outputs are clean, polished, and ready for syndication presentations.

This innovation sets TheAnalyst® PRO apart as the first all-in-one CRE analysis platform to offer a fully integrated Partner Modeling tool — making us the new standard for the industry.

Key Takeaways from the Partner Modeling Live Training

During our two-part training series, we shared important insights that resonated with hundreds of attendees:

•  No More Manual Errors: Partner Modeling eliminates the risk of spreadsheet errors that could cost credibility with investors.

•  GP Flexibility: Sponsors can now easily model different equity splits, promotes, and preferred returns without restructuring the entire model manually.

•  LP Protection: Models can be structured to prioritize LP return hurdles first, ensuring fairness and transparency to investors.

•  Fully Integrated Into Investment Analysis: No separate spreadsheets or tools needed — the Partner Modeling reports tie directly into your property’s cash flows and return metrics.

•  Industry-Leading Transparency: Our clean waterfall reports clearly show how every dollar is distributed at every tier — helping you build trust and accelerate funding.

Want a Deep Dive?

We recently hosted a two-part live training series to walk users through the new feature. If you missed it, you can watch the full sessions below:

👉 Watch Part 1: Core CRE Partnership Models

👉 Watch Part 2: Advanced Structures and Waterfalls

Experience firsthand how TheAnalyst PRO is helping commercial real estate professionals run smarter syndications — and why more dealmakers are making us their go-to platform for investment analysis and partnership modeling.