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Scenarios let you model different exit or refinance outcomes and see how proceeds distribute to each investor.

Scenario types

TypeDescription
SaleModels a property sale at a given price or cap rate
RefinanceModels a cash-out refi and distributes excess proceeds
RecapModels a recapitalization event

Baseline scenario

Every property has a baseline scenario that uses your budget and forecast assumptions. The baseline is the reference point for all other scenarios and sensitivity analysis.

Running a scenario

  1. Go to the Scenarios tab
  2. Click New Scenario
  3. Choose the scenario type
  4. Enter your assumptions (sale price, cap rate, hold period, etc.)
  5. Click Run Waterfall
Results show immediately — IRR, equity multiple, and per-investor distributions.

Comparing scenarios

Select two or more scenarios using the checkboxes and click Compare to see a side-by-side breakdown of returns across scenarios.