Investment plan with GENSLER companies
Financial forecasts for a Real Estate Investment Fund
Here is a simple model for presenting investment returns for the first years (1 to 5).
1. Basic financial assumptions
Initial capital to be raised: 10 million euros for a value of €10,000 for 1,000 investors expected.
Investment in real estate: 80% of the initial capital for each investor on a real estate property
Monthly gross rental yield for a real estate property: 30% of the initial amount Invested or €3,000
Annual growth in rents: 2%.
Growth in asset value: 3% per year.
 Real estate operating costs (maintenance and regulatory taxes): 40% of rental income or €1,200
Profit distribution: €3,000 - €1,200 = €1,800/Monthly net income redistributed to investors.
3. Analysis of results over 1-5 years
Gross rental income (year 1): €36,000.
Operating costs (year 1): €14,400.
Net income (year 1): €21,600.
Redistributed profits: €11,600.
Growth in asset value: 3% of €11,600 = €11,948 (year 1).