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Top Shelf Models

Custom Templates & Managed Delivery

- Built for Real Estate Professionals

 
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 Our Experience

 
 
 
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About Top Shelf Models

At Top Shelf® Models, we started with a mission to build real estate Excel models that weren't generic. Our custom-built templates have been used by hundreds of private equity firms, investors, lenders, and brokers to model deals with confidence and clarity.

There are two ways to work with us.

  1. You model - Build it yourself with our Custom Model Builder: 16 institutional-grade template versions across most property types, tailored to your deal and your assumptions.

  2. We model - Let us handle it. Through 3E Management, our analysts build and maintain your underwriting, asset management, and portfolio reporting, and deliver it all in one live portal that stays current.

Either way, your Excel and ARGUS models stay the source of truth, and every solution is grounded in the same underwriting standards trusted across the industry. Over 900 clients and more than $85 billion in real estate deals modeled.

Founded in 2019 and powered by 3E Management, we bring real-world deal experience into every model we deliver, whether you build it or we do.

 
3E Management Founder Eric Bergin
 
 
 

Template Models: As we thought about the most important characteristics in any financial template model, we knew that all models needed to contain certain essential features. They must be accurate, efficient, intuitive, robust, personalized, and visually appealing. Our real estate Excel financial models are fully customizable, precise and error-free. We have experience in financial modeling for an extensive range of property types. Each of our clients receives their personalized financial model and a 30-minute complimentary consultation with the analyst that developed their customized real estate Excel financial model to ensure that the model is right for them.

 
 

See it in action
Watch a 2-minute walkthrough of the 3E delivery platform: your underwriting, asset management, and portfolio reporting, live in one portal and always current.

900+ clients · $85B+ in deals modeled

See the Delivery Platform

In 2021, Top Shelf Models was recognized as a finalist for The Financial Modeling Resource of the Year Award.

 
 

What Sets Top Shelf Models Apart

We know that there are several real estate Excel financial models out there, but we listened to our clients and used our industry knowledge to create our Custom Model Builder. As you can see in this video, our model builder guides you through a series of questions that then creates a financial model that is personalized to you and your property type.

Our competitors usually have one model template for each property type, whereas we have 16 different versions for most property types to meet your individual needs. We use iterative calculations to ensure accuracy and efficiency. We generally have more functionality and control over the assumptions.

We make sure to test our models to ensure there are no miscalculations or mistakes before offering them to our customers.

 
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A Few of Our Clients

 
 

Recent Posts From Our Blog


 
 
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Learn More About Our Affiliate Companies

 
 

 Follow Top Shelf® Models on Social Media

@tsmfinancialmodels

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The Living for Lulu Fund

 

The Living for Lulu Fund was created to honor the radiant spirit of Lulu Peck by continuing her legacy of compassion. Their mission is to bring comfort, healing, and hope to children and animals in need — reflecting the love, empathy, and joy that Lulu shared so freely in her short but impactful life.

At Top Shelf Models, we believe our work should create impact beyond real estate. Supporting the Living for Lulu Fund is one way we carry that belief forward — with a portion of every sale donated to help children and animals in need.