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دسته بندی دوره ها

Advanced Financial Modeling for Renewable Energy – ( US )

سرفصل های دوره

Tax Equity Flip Structure


01 - Introduction to the course
  • 001 Introduction to the Course.html
  • 002 Introduction to the Course
  • 003 Case Study Review
  • 31604312-Renewable-Energy-Modeling-Tax-Equity-Flip-Case-Study.pdf

  • 02 - Excel Refresher Lessons
  • 001 Excel Refresher Lessons.html
  • 002 Calculation in Blocks
  • 003 Paste Forward Link
  • 004 Daisy Chains
  • 005 Placeholders
  • 006 Excel Shortcut Keys
  • 007 Understanding Anchoring
  • 008 Understanding Date Functions
  • 009 Understanding IF Functions
  • 010 Understanding LOOK UP Functions
  • 011 Understanding MIN MAX Functions
  • 012 Understanding SUMIF Function
  • 30693110-calculations-in-blocks-beg.xlsx
  • 30693116-calculations-in-blocks-end.xlsx
  • 30693134-paste-forward-link-beg.xlsx
  • 30693138-paste-forward-link-end.xlsx
  • 30693144-daisy-chains.xlsx
  • 30693160-placeholders-beg.xlsx
  • 30693162-placeholders-end.xlsx
  • 30693190-Excel-2010-shortcut-keys-1.pdf
  • 30693194-Excel-2010-shortcut-keys-AZERTY-1.pdf
  • 30693196-Shortcut-keys.xlsx
  • 30693214-Anchoring-before.xlsx
  • 30693220-Anchoring-after.xlsx
  • 30693242-Date-formulas-before.xlsx
  • 30693244-Date-formulas-after.xlsx
  • 30693286-IF-statement-before.xlsx
  • 30693290-IF-statement-after.xlsx
  • 30693300-LOOK-UP-before.xlsx
  • 30693306-LOOK-UP-after.xlsx
  • 30693336-MIN-MAX-before.xlsx
  • 30693340-MIN-MAX-after.xlsx
  • 30693358-SUMIF-statement-before.xlsx
  • 30693360-SUMIF-statement-after.xlsx

  • 03 - Financing of the Wind and Solar Projects
  • 001 Financing of the Wind and Solar Projects.html
  • 002 Project Finance Basics
  • 003 The Need for SPV in Project Finance Structures
  • 004 SPV in the United States
  • 005 Tax Efficiency
  • 30693658-Financing.pdf
  • 30693664-SPV.pdf
  • 30693692-SPV-in-US.pdf
  • 30693720-tax-efficiency.pdf

  • 04 - Modeling Tax Credits
  • 001 Modeling Tax Credits.html
  • 002 Initial Model Review
  • 003 Understanding PTC
  • 004 Modeling PTC
  • 005 Understanding ITC
  • 006 Modeling ITC
  • 30715922-Start-model-review-beg.xlsx
  • 30715946-ptc-slides.pdf
  • 30715986-TE-PTC-beg.xlsx
  • 30715990-TE-PTC-end.xlsx
  • 30716008-Investment-Tax-Credit.pdf
  • 30716068-TE-ITC-beg.xlsx
  • 30716072-TE-ITC-end.xlsx

  • 05 - Tax Equity Flip and Modeling Allocations
  • 001 Tax Equity Flip and Modeling Allocations.html
  • 002 Special Allocation in US Partnerships
  • 003 Understanding Tax Equity Flip Structure
  • 004 Allocation of Tax and Cash Benefits in Tax Equity Flip Structure
  • 005 Modeling Projects Tax and Cash Benefits
  • 006 Modeling the Flip - Introduction.html
  • 007 Modeling the Flip - Lesson
  • 008 Modeling Tax and Cash Benefits Allocations to the Tax Equity Partner - Intro.html
  • 009 Modeling Tax and Cash Benefits Allocations to the Tax Equity Partner - Lesson
  • 010 Modeling Tax and Cash Benefits Allocations to the Sponsor
  • 011 Modeling Benefits Allocations Before Adjustments - Intro.html
  • 012 Modeling Benefits Allocations Before Adjustments - Lesson
  • 30716218-Special-Allocations.pdf
  • 30716264-Tax-equity-Flip-Structure.pdf
  • 30716294-Allocation-in-tax-equity.pdf
  • 30716320-Project-tax-and-cash-benefits-beg.xlsx
  • 30716322-Project-tax-and-cash-benefits-end.xlsx
  • 30716378-TE-flip-beg.xlsx
  • 30716382-TE-Flip-end.xlsx
  • 30716430-TE-allocations-a-beg.xlsx
  • 30716434-TE-allocations-a-end.xlsx
  • 30716486-TE-allocations-b-beg.xlsx
  • 30716488-TE-allocations-b-end.xlsx
  • 30716546-TE-benefits-bfr-adjst-beg.xlsx
  • 30716548-TE-benefits-bfr-adjst-end.xlsx

  • 06 - Sizing Back Leverage Loan
  • 001 Sizing Back Leverage Loan.html
  • 002 Modeling Loan Flags
  • 003 Modeling Debt Service
  • 004 Sizing Construction Loan
  • 30716650-TE-loan-flags-beg.xlsx
  • 30716654-TE-loan-flags-end.xlsx
  • 30716688-TE-debt-service-beg.xlsx
  • 30716690-TE-debt-service-end.xlsx
  • 30716746-TE-debt-sizing-beg.xlsx
  • 30716750-TE-debt-sizing-end.xlsx

  • 07 - Construction Funding
  • 001 Construction Funding.html
  • 002 Modeling Construction Costs
  • 003 Modeling Sources and Uses of Funds
  • 004 Modeling Financing Fees
  • 005 Linking Financing Fees to Project Costs
  • 006 Modeling PP&E & Paid-In Capital at SPV
  • 007 Modeling Back-Leverage Loans Repayment and Interest Payment
  • 30754668-TE-construction-costs-beg.xlsx
  • 30754672-TE-construction-costs-end.xlsx
  • 30754722-TE-uses-and-sources-beg.xlsx
  • 30754726-TE-uses-and-sources-end.xlsx
  • 30754732-TE-financing-costs-beg.xlsx
  • 30754736-TE-financing-costs-end.xlsx
  • 30754790-TE-financing-costs-2-beg.xlsx
  • 30754802-te-financing-costs-2-end.zip
  • 30754814-te-principal-and-interest-payments-beg.zip
  • 30754818-te-principal-and-interest-payments-end.zip
  • 30754834-te-linking-beg.zip
  • 30754840-te-linking-end.zip

  • 08 - Capital Accounts
  • 001 Capital Accounts.html
  • 002 Economic Effect in Special Allocations
  • 003 Modeling Partners Capital Account
  • 004 Modeling Capital Account for the Tax Equity Partner
  • 005 Modeling the Sponsors Capital Account
  • 30754874-Economic-Effect.pdf
  • 30755024-te-capital-accounts-beg.zip
  • 30755026-te-capital-accounts-end.zip
  • 30755042-te-capital-accounts-te-beg.zip
  • 30755046-te-capital-accounts-te-end.zip
  • 30755070-te-capital-accounts-sponsor-beg.zip
  • 30755072-te-capital-accounts-sponsor-end.zip

  • 09 - Deficit Restoration Obligation & Qualified Income Offset
  • 001 Deficit Restoration Obligation & Qualified Income Offset.html
  • 002 Understanding DRO & QIO
  • 003 Numerical Example of the DRO & QIO
  • 004 Modeling the Tax Equitys DRO
  • 005 Modeling the Tax Equity Partners Reallocations
  • 006 Modeling the Sponsors DRO
  • 007 Modeling the Sponsors Reallocations
  • 008 Modeling Income Reallocation to the Tax Equity Partners
  • 009 Partners Taxable Income After Reallocations
  • 30755104-DRO-QIO.pdf
  • 30755124-DRO-QIO.pdf
  • 30755216-te-dro-beg.zip
  • 30755224-te-dro-end.zip
  • 30755228-te-loss-reallocation-beg.zip
  • 30755230-te-loss-reallocation-end.zip
  • 30755266-te-sponsor-dro-beg.zip
  • 30755268-te-sponsor-dro-end.zip
  • 30755276-te-sponsor-loss-reallocation-beg.zip
  • 30755278-te-sponsor-loss-reallocation-end.zip
  • 30755314-te-income-reallocation-beg.zip
  • 30755316-te-income-reallocation-end.zip
  • 30755320-te-adjusted-taxable-income-beg.zip
  • 30755322-te-adjusted-taxable-income-end.zip

  • 10 - Outside Basis
  • 001 Outside Basis.html
  • 002 Understanding Outside Basis
  • 003 Numerical Example of Outside Basis
  • 004 Modeling Tax Equity Partners Outside Basis
  • 005 Modeling Tax Equity Partners Suspended Losses
  • 006 Modeling 731a Gain for Tax Equity Partner
  • 007 Modeling 731a Gain for Tax Equity Partner - Continued
  • 008 Modeling Sponsors Suspended Losses
  • 009 Modeling 731a Gain for Sponsor
  • 010 Modeling 754 Step-Up Depreciation
  • 011 Modeling 754 Step-Up Depreciation - Continued
  • 30755360-outside-basis.pdf
  • 30755390-outside-basis.pdf
  • 30755512-te-outside-basis-te-beg.zip
  • 30755518-te-outside-basis-te-end.zip
  • 30755520-te-suspended-losses-beg.zip
  • 30755522-te-suspended-losses-end.zip
  • 30755558-te-731a-part-1-beg.zip
  • 30755560-te-731a-part-1-end.zip
  • 30755574-te-731a-part-2-beg.zip
  • 30755580-te-731a-part-2-end.zip
  • 30755616-te-sponsor-suspended-losses-beg.zip
  • 30755620-te-sponsor-suspended-losses-end.zip
  • 30755710-te-sponsor-754-step-up-depreciation-beg.zip
  • 30755718-te-sponsor-754-step-up-depreciation-end.zip
  • 30755746-te-sponsor-731a-part1-beg.zip
  • 30755756-te-sponsor-731a-part1-end.zip
  • 30755790-te-sponsor-754-step-up-depreciation-2-beg.zip
  • 30755792-te-sponsor-754-step-up-depreciation-2-end.zip

  • 11 - Tax Losses and Tax Credits After Adjustments
  • 001 Tax Losses and Tax Credits After Adjustments.html
  • 002 Modeling Adjusted Income (Loss) for Partners
  • 003 Modeling Tax Equity Partners Adjusted Tax Credits
  • 004 Modeling Sponsors Adjusted Tax Credits
  • 30755880-te-adjusted-partnership-income-or-loss-beg.zip
  • 30755886-te-adjusted-partnership-income-or-loss-end.zip
  • 30755894-te-adjusted-tax-credits-sponsor-beg.zip
  • 30755902-te-adjusted-tax-credits-sponsor-end.zip
  • 30755906-te-adjusted-tax-credits-te-beg.zip
  • 30755908-te-adjusted-tax-credits-te-end.zip

  • 12 - Tax Equity Investment Sizing
  • 001 Tax Equity Investment Sizing.html
  • 002 Modeling Tax Equity IRR
  • 003 Modeling Tax Equity Pre-Flip IRR
  • 004 Sizing Tax Equitys Investment
  • 30755988-te-return-te-pre-flip-beg.zip
  • 30755994-te-return-te-pre-flip-end.zip
  • 30756002-te-investment-sizing-beg.zip
  • 30756004-te-investment-sizing-end.zip
  • 30756010-te-return-te-full-beg.zip
  • 30756014-te-return-te-full-end.zip

  • 13 - Debt Service Cover Ratio Covenant
  • 001 Debt Service Cover Ratio Covenant.html
  • 002 Modeling DSCR covenant
  • 30756070-te-dscr-beg.zip
  • 30756074-te-dscr-end.zip

  • 14 - Debt Service Reserve Account (DSRA)
  • 001 Debt Service Reserve Account (DSRA).html
  • 002 Modeling DSRA Target Balance
  • 003 Modeling DSRA Target Deposits, Releases, and Preliminary Balances
  • 004 Modeling Cash Deposits into DSRA
  • 005 Modeling DSRA Withdrawals and DSRA Lock-Up Covenant
  • 30756154-te-dsra-beg.zip
  • 30756160-te-dsra-end.zip
  • 30756176-te-dsra-2-beg.zip
  • 30756180-te-dsra-2-end.zip
  • 30756184-te-dsra-3-beg.zip
  • 30756190-te-dsra-3-end.zip
  • 30756256-te-dsra-4-beg.zip
  • 30756264-te-dsra-4-end.zip

  • 15 - Modeling Sponsors IRR
  • 001 Modeling Sponsors IRR.html
  • 002 Modeling Sponsor Tax Benefits
  • 003 Modeling Sponsor Tax Benefits - Continued
  • 004 Modeling Sponsor IRR
  • 005 Modeling Sponsor IRR - Continued
  • 006 Sponsor IRR Optimization
  • 30756348-te-sponsor-tax-benefits-beg.zip
  • 30756354-te-sponsor-tax-benefits-end.zip
  • 30756366-te-sponsor-tax-benefits-2-beg.zip
  • 30756372-te-sponsor-tax-benefits-2-end.zip
  • 30756520-te-sponsor-returns-1-beg.zip
  • 30756536-te-sponsor-returns-1-end.zip
  • 30756542-te-sponsor-returns-2-beg.zip
  • 30756544-te-sponsor-returns-2-end.zip
  • 30756546-te-sponsor-return-optimization-1-beg.zip
  • 30756550-te-sponsor-return-optimization-1-end.zip

  • 16 - Global Optimization
  • 001 Global Optimization.html
  • 002 754 Step-Up Macro
  • 003 Global Optimization Macro
  • 30774712-te-754-step-up-macro-beg.zip
  • 30774718-te-754-step-up-macro-end.zip
  • 30774724-te-global-optimize-macro-beg.zip
  • 30774728-te-global-optimize-macro-end.zip

  • 17 - Revisiting P99 Case
  • 001 Revisiting P99 Case.html
  • 002 Introduction to P99 Issue in Debt Sizing
  • 003 Modeling Calculated Flip Date
  • 004 Modeling 3rd Pre-Flip Period Flag (When Target Flip Has Not Been Reached)
  • 005 Setting Up P99 Macro
  • 006 Setting Up P99 Macro - Continued
  • 007 Completing P99 Macro
  • 30774944-us-structuring-and-financing-consideratios-for-tax-equity.pdf
  • 30775056-te-p99-macro-1-beg.zip
  • 30775100-te-p99-macro-1-beg.zip
  • 30775106-te-p99-macro-1-end.zip
  • 30775114-te-p99-macro-2-beg.zip
  • 30775118-te-p99-macro-2-end.zip
  • 30775210-te-p99-macro-4-beg.zip
  • 30775326-te-p99-macro-4-end.zip
  • 30775348-te-p99-macro-3-beg.zip
  • 30775350-te-p99-macro-3-end.zip
  • 30775426-te-p99-macro-5-beg.zip
  • 30775428-te-p99-macro-5-end.zip

  • 18 - Review of the Calculations
  • 001 Review of the Calculations.html
  • 002 Review of the Wind Project
  • 003 Review of the Solar Project
  • 30775540-te-input-reallocation-end.zip

  • 19 - Using Scenario Manager to Structure the Transaction
  • 001 Using Scenario Manager to Structure the Transaction.html
  • 002 Scenario Analysis Macro
  • 003 Review of the Scenarios
  • 004 Review of the Results
  • 005 Review of the Results - Continued
  • 006 Pre-Quiz Reading.html
  • 30775636-te-scenario-analysis-beg.zip
  • 30775638-te-scenario-analysis-end.zip
  • 30775690-te-scenario-analysis-2-beg.zip
  • 30775726-te-scenario-analysis-2-end.zip
  • 30775748-pfn-0417.pdf

  • 20 - Sponsor Buyout Option
  • 001 Sponsor Buyout Option.html
  • 002 Modeling Sponsor Buyout Payment
  • 003 Modeling the Tax Equitys Gain on the Buyout Payment
  • 004 Calculating the Tax Equitys IRR with the Buyout Proceeds
  • 005 Modeling the Sponsors Income with the Buyout Payment
  • 006 Modeling Sponsors Tax Payables in the Buyout Scenario
  • 007 Calculating the Sponsors IRR with the Buyout Payment
  • 008 Correct Sponsor IRR in the Buyout Scenario.html
  • 30775914-te-sponsor-buyout-payment-beg.zip
  • 30775916-te-sponsor-buyout-payment-end.zip
  • 30775928-te-gain-on-buyout-payment-beg.zip
  • 30775934-te-gain-on-buyout-payment-end.zip
  • 30775958-te-return-with-buyout-payment-beg.zip
  • 30775966-te-return-with-buyout-payment-end.zip
  • 30775986-te-sponsor-income-in-buyout-beg.zip
  • 30775990-te-sponsor-income-in-buyout-end.zip
  • 30776042-te-sponsor-tax-payable-in-buyout-beg.zip
  • 30776050-te-sponsor-tax-payable-in-buyout-end.zip
  • 30776056-te-sponsor-returns-buyout-beg.zip
  • 30776060-te-sponsor-returns-buyout-end.zip
  • 30776086-te-sponsor-returns-buyout-end-b.zip

  • 21 - HLBV
  • 001 HLBV.html
  • 002 Partnership Pre-Tax Income, GAAP equity liquidation value, and Taxable Gain
  • 003 Gain Allocation to Cure Partners Capital Account Deficit
  • 004 Tax Equitys After-Tax Cash Flow to Reach Target IRR
  • 005 Gain Allocation to Partners as per Liquidation Provisions
  • 006 Gain Allocation to Partners as per Residual Allocation Ratios
  • 007 Allocation of HLBV Income to Partners
  • 30908646-HLBV-background.pdf
  • 30908650-Deloitte-HLBV-concepts.pdf
  • 30908692-te-hlbv-1-beg.zip
  • 30908696-te-hlbv-1-end.zip
  • 30908704-te-hlbv-2-beg.zip
  • 30908712-te-hlbv-2-end.zip
  • 30908784-te-hlbv-3-beg.zip
  • 30908792-te-hlbv-3-end.zip
  • 30908824-te-hlbv-4-beg.zip
  • 30908836-te-hlbv-4-end.zip
  • 30908856-te-hlbv-5-beg.zip
  • 30908862-te-hlbv-5-end.zip
  • 30908970-te-hlbv-6-beg.zip
  • 30908974-te-hlbv-6-end.zip
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