Financial Modelling and Analysis Services

Excel in Property provides expert financial modelling services tailored specifically to the needs of real estate professionals and investors. With extensive hands-on experience across diverse property projects, we build and refine models that support informed decision-making and strategic planning.

Our services encompass property and investment valuation, cash flow forecasting, development appraisals, and complex scenario analyses. Whether you're an investor, developer, or asset manager, our financial models are designed to deliver clarity, precision, and actionable insights tailored to your unique objectives.

The SMART Modelling Method.

Why choose Excel in Property?

Our deep industry knowledge, combined with advanced Excel techniques, enables us to build financial models that go beyond surface-level analysis. We deliver models that are accurate, reliable, and aligned with industry best practices, empowering you to make data-driven decisions with confidence. With a client-focused approach, we work closely with you to understand your goals, tailoring each model to provide valuable insights and help you drive growth in an evolving market.

Who we serve.

Our services are ideal for real estate investors, developers, financial institutions, property asset managers, and professionals seeking high-quality, practical financial modelling support.

Key services.

  • Discounted Cash Flow (DCF) Analysis

  • Development and Residual Appraisals

  • Scenario and Sensitivity Analysis

  • Revenue and Cash Flow Forecasting

  • Debt and Covenant Modelling

  • Waterfall and Promote Modelling

  • Stakeholder Reporting

Retainer Packages.

Bronze.

Perfect for those who require a small amount of ongoing support, such as updating financial models, running scenario analyses, or reviewing small-scale projects.

  • Monthly check-in call to review progress and address specific needs.

  • Email access to our entire associate team.

£1,500 pcm

Silver.

For those who have active investments and require regular, hands-on support. Ideal for ongoing portfolio management, preparing bespoke DCF models, or supporting live deal negotiations.

  • Bi-weekly check-in calls to discuss progress, strategy, and upcoming needs.

  • Dedicated point of contact for seamless communication.

£3,000 pcm

Gold.

Best suited for those actively investing in the market and requiring comprehensive, high-level support. Ideal for managing large portfolios, complex development projects, or strategic decision-making.

  • Weekly check-in calls for in-depth collaboration and planning.

  • Priority access to support, ensuring faster turnaround times.

£4,500 pcm

Prices are exclusive of VAT.

Our Clients.

What do they say about us?

Tristan de Souza | Longstock Capital

EiP is a tremendous help to Longstock. As well as evident analytical ability, Lucy is highly responsive, efficient and has a clear appreciation of the broader investment and asset management context; this enables Lucy to make creative and value-add suggestions that often pre-empt any follow-up requests. Lucy is also fun, has a 'can do' attitude and a passion for what she does - exactly what Longstock seeks to support our team!

Katie Rogers | GreenCore Homes

We really appreciate your hard work over the past few months. Your model was exactly what we needed, you listened, understood and developed, patiently adapting as we changed our minds! It has been a pleasure working with you to date.

Matthew Mcadden | Iceni

Excel in Property provides excellent service. Gets it right first time, listens to their clients and is friendly and approachable.

Tim Mockett | GreenPlace Partners

Many thanks for your help on our project.

That was an excellent process!

Nick Watson | Tartan Commercial

EiP was engaged late on during a multi-site development project and in a short timeframe created a bespoke analysis model which has been integral to the funding. The structure and model were complex, but Lucy's background in development means she understands the fundamentals and is able to create usable and "user-friendly" models which give clear client focussed outputs.

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Our Associates.

Excel in Property works with a talented network of associates, each bringing unique expertise and skills to the table. Our associates are experienced professionals who often work freelance alongside their main careers, such as travelling, consulting, or pursuing other real estate ventures. This flexibility allows us to match you with the person best suited to your project’s specific needs, ensuring high-quality, tailored support.

All our associates are bound by agreements with Excel in Property Ltd, including an 18-month non-compete clause, providing you with peace of mind and professional integrity.

If you’d like to discuss hiring one of our associates full-time or need assistance with recruiting an analyst for your team, please speak to a member of the executive team. We’d be happy to help guide you through the process.

Lucy Gordon.

Lucy started her modelling career at private equity fund, Clearbell Capital. She has modelled over £2.4bn worth of assets across all asset classes. Her speciality lies in modelling operational forecasts, and providing strategic financial advice.

Lucy is the CEO and Founder of Excel in Property.

George Massey.

George started his career at Patrizia, leaving in 2024 to travel the world. His speciality is debt modelling.

George is currently travelling around the Americas - so excuse the time difference!

Rory Clayden.

Rory is ex-JLL, where he used to work in Living. His speciality is student development.

He works full time as a furniture maker in Berkshire.

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