Free · The Capistrano Underwriting Toolkit
Five files. One email. Instant download. The same schema-driven workbook, lease abstract template, IC memo template, deal-email template, and schema field guide Capistrano runs on every engagement.
Get the Toolkit →Used by sponsors raising $2M–$50M, brokers prepping listings, and operators standardizing portfolios.
The same 8-tab workbook we use to tie Y1 NOI to the OM exactly. Stop rebuilding the proforma from scratch — use the schema we use.
The Toolkit Includes
01
Same 8-tab schema-driven workbook. 10-year hold. Live sensitivity grid. Bid-to-target IRR solver. CHECKS panel that audits every assumption in real time. Pre-loaded with demo data — swap in your deal in 30 minutes.
02
The schema we apply to every lease. With the Underwriting Handoff block that drops straight into the model. Citation conventions built in.
03
The structure used on every committee package. Executive summary first, risk framework explicit, sensitivities at the assumptions that actually move the deal. In Cody’s voice, ready to adapt to your sponsor brand.
04
Measured, three-numbers-only (Y1 NOI, going-in cap, $/SF). Subject line conventions. Section flow. The discipline that keeps the IRR conversation in the model, not the inbox.
05
What each of the 20 lease fields actually captures, including the Repair vs Replacement separation on Roof, Structure, and HVAC — the most-misread clauses in net-lease.
06Bonus · Coming soon
Cody walking through the underwriting model on a public listing. Toggling Hold Period live. Watching the CHECKS panel update. Reading off the recommended bid.
Other firms charge $5–15K for a single underwriting build. Cody charges to do the build on your deal. The toolkit is the system itself — yours to keep, no engagement required.
One Email. Instant Download.
Here’s Your Toolkit
Save them locally — every file is yours to use on your deals, today and forever.
A short note from Cody
Every artifact in this toolkit is the actual production tool we use on Capistrano engagements. Sanitized of real deal data, but functionally identical. If you find it useful, the best thank-you is to send it to a colleague who’d use it well. If you hit the limits of doing it yourself — calibrating the OM tie-out, deriving rollover years, building the rent schedule from a complex lease — that’s what we do for a living. Reach out when the moment comes.
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