Want to learn how to build professional, dynamic, institutional-quality commercial real estate pro forma models from scratch for office, retail, and industrial properties in Microsoft Excel?
This course will take you by the hand and walk you step-by-step through the entire process of building a complete, dynamic, eight-tab commercial real estate pro forma model, starting with a blank Excel workbook ending with a complete commercial real estate pro forma acquisition model that YOU'VE created, from scratch.
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Want to learn how to build professional, dynamic, institutional-quality commercial real estate pro forma models from scratch for office, retail, and industrial properties in Microsoft Excel?
This course will take you by the hand and walk you step-by-step through the entire process of building a complete, dynamic, eight-tab commercial real estate pro forma model, starting with a blank Excel workbook ending with a complete commercial real estate pro forma acquisition model that YOU'VE created, from scratch.
Want to learn how to build professional, dynamic, institutional-quality commercial real estate pro forma models from scratch for office, retail, and industrial properties in Microsoft Excel?
This course will take you by the hand and walk you step-by-step through the entire process of building a complete, dynamic, eight-tab commercial real estate pro forma model, starting with a blank Excel workbook ending with a complete commercial real estate pro forma acquisition model that YOU'VE created, from scratch.
When I was first learning real estate financial modeling, I would download real estate investment models or real estate investment calculators on the internet, only to feel overwhelmed and frustrated by the complex functions and formulas everywhere in the Excel file. And once I felt like I was getting used to one of these things, I still was petrified to touch or change anything because I didn't want to "break" the model. And honestly, even if I understood it and I believed the model was working correctly, I still had no idea if I could even trust the calculations in the first place.
If you've ever felt any of these things, this course will pull back the curtain and uncover the "Black Box" that most real estate financial models appear to be. By the end of this course, you'll be able to build a dynamic, professional-quality commercial real estate pro forma model from scratch, and by the time you finish the last lecture, you'll have an institutional-quality model that you've built from start to finish.
This course will teach you how to build a commercial real estate pro forma investment model the way the largest and most sophisticated private equity real estate firms look at deals. At the end of this course, you will be able to:
Build an institutional-quality, dynamic commercial real estate pro forma investment model for office, retail, and industrial properties from scratch (without expensive software)
Model advanced real estate financing structures like mezzanine debt, future funding for renovation projects, prepayment penalties, dynamic loan sizing based on multiple constraints, and more
Create a dynamic sources and uses table, so you'll know exactly how much you'll need to fund a deal up-front
Build dynamic working capital accounts to automatically fund operating shortfalls to prevent unexpected equity capital calls to investors
Model complex commercial real estate lease structures in Excel including I model deals for experienced private equity real estate investors, and the principals I work for had never used a proforma as dynamic, versatile, and visually appealing as this model. If you need to analyze a commercial deal you should absolutely take the time to work through this course. Thanks, Justin. Already looking forward to the next course."
"Best class I've taken, truly builds a phenomenal model with institutional quality complexity. Take this class. "
"Amazing, above expectations. "
If you have a foundational understanding of real estate finance and you're looking to apply that knowledge to analyze commercial real estate investment opportunities, enroll now and let's get started building this model together today.
Looking forward to having you in the course.
Here's a deal for you
UDEAFNULP2024
What's inside
Learning objectives
- Learn how to build dynamic, institutional-grade commercial real estate pro forma investment models from scratch for office, industrial, and retail properties
- Learn how to model commercial lease structures and reimbursements all in excel (without expensive software)
- Learn how to create institutional, professionally formatted commercial real estate pro forma models to present to investors and partners
- Learn how to build dynamic, institutional-grade commercial real estate pro forma investment models from scratch for office, industrial, and retail properties
- Learn how to model commercial lease structures and reimbursements all in excel (without expensive software)
- Learn how to create institutional, professionally formatted commercial real estate pro forma models to present to investors and partners
Syllabus
Students will be introduced to the advanced commercial real estate pro forma model they will build in this section of the course.
Welcome!
Who This Course Is For
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Syllabus
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Activities
Organize and Review Course Materials
Show steps
The process of sorting and summarizing your course materials will help you identify important concepts and reinforce your understanding.
Show steps
-
Gather all of the course materials, including notes, slides, and assignments
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Organize the materials into a logical order
-
Review the materials and highlight key concepts
Watch video tutorials on CRE pro forma modeling
Show steps
Help you learn the basics of CRE pro forma modeling at your own pace and to see how other professionals approach the task.
Browse courses on
Real Estate Financial Modeling
Show steps
-
Find a video tutorial on CRE pro forma modeling.
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Watch the tutorial.
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Practice the techniques you learned in the tutorial.
Follow a Tutorial on Commercial Real Estate Pro Forma Models
Show steps
Search online and find a video or online tutorial that explains how to use pro forma models for commercial real estate.
Browse courses on
Pro Forma Modeling
Show steps
-
Search for video tutorials on commercial real estate pro forma models
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Select a tutorial and watch it
-
Take notes on key concepts and steps
Six other activities
Expand to see all activities and additional details
Show all nine activities
Practice building CRE pro forma models
Show steps
Help you better understand the concepts and apply them to real-world scenarios.
Browse courses on
Real Estate Financial Modeling
Show steps
-
Choose a property type and location.
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Gather data on the property.
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Build a financial model for the property.
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Analyze the results of the model.
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Make decisions based on the results of the analysis.
Attend a Commercial Real Estate Investment Industry Mixer
Show steps
Interact with professionals in the commercial real estate investment field will allow you to ask questions and pick up helpful tips.
Show steps
-
Search for upcoming commercial real estate investment industry mixers
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Register for a mixer and attend
-
Introduce yourself to other attendees and ask questions
Create a CRE pro forma model for a specific property
Show steps
Provide you with hands-on experience in building a CRE pro forma model, which is a valuable skill for real estate investors and analysts.
Browse courses on
Real Estate Financial Modeling
Show steps
-
Choose a property to model.
-
Gather data on the property.
-
Build a financial model for the property.
-
Analyze the results of the model.
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Write a report summarizing the results of your analysis.
Write a blog post or article about CRE pro forma modeling
Show steps
Help you share your knowledge of CRE pro forma modeling with others and to improve your writing skills.
Browse courses on
Real Estate Financial Modeling
Show steps
-
Choose a topic for your blog post or article.
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Research your topic.
-
Write your blog post or article.
-
Publish your blog post or article.
-
Promote your blog post or article.
Participate in a CRE pro forma modeling competition
Show steps
Provide you with an opportunity to test your skills against other professionals and to win prizes.
Browse courses on
Real Estate Financial Modeling
Show steps
-
Find a CRE pro forma modeling competition to participate in.
-
Prepare for the competition.
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Compete in the competition.
-
Win prizes.
Create a Dynamic Model for a Specific Commercial Real Estate Property
Show steps
Applying your skills to a real-world scenario will help solidify your understanding of the concepts covered in this course.
Show steps
-
Select a specific commercial real estate property
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Gather data on the property, including financial statements, lease agreements, and market research
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Build a dynamic pro forma model for the property using Excel
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Analyze the results of the model and make recommendations on the investment
Organize and Review Course Materials
Show steps
The process of sorting and summarizing your course materials will help you identify important concepts and reinforce your understanding.
Show steps
- Gather all of the course materials, including notes, slides, and assignments
- Organize the materials into a logical order
- Review the materials and highlight key concepts
Watch video tutorials on CRE pro forma modeling
Show steps
Help you learn the basics of CRE pro forma modeling at your own pace and to see how other professionals approach the task.
Browse courses on
Real Estate Financial Modeling
Show steps
- Find a video tutorial on CRE pro forma modeling.
- Watch the tutorial.
- Practice the techniques you learned in the tutorial.
Follow a Tutorial on Commercial Real Estate Pro Forma Models
Show steps
Search online and find a video or online tutorial that explains how to use pro forma models for commercial real estate.
Browse courses on
Pro Forma Modeling
Show steps
- Search for video tutorials on commercial real estate pro forma models
- Select a tutorial and watch it
- Take notes on key concepts and steps
Practice building CRE pro forma models
Show steps
Help you better understand the concepts and apply them to real-world scenarios.
Browse courses on
Real Estate Financial Modeling
Show steps
- Choose a property type and location.
- Gather data on the property.
- Build a financial model for the property.
- Analyze the results of the model.
- Make decisions based on the results of the analysis.
Attend a Commercial Real Estate Investment Industry Mixer
Show steps
Interact with professionals in the commercial real estate investment field will allow you to ask questions and pick up helpful tips.
Show steps
- Search for upcoming commercial real estate investment industry mixers
- Register for a mixer and attend
- Introduce yourself to other attendees and ask questions
Create a CRE pro forma model for a specific property
Show steps
Provide you with hands-on experience in building a CRE pro forma model, which is a valuable skill for real estate investors and analysts.
Browse courses on
Real Estate Financial Modeling
Show steps
- Choose a property to model.
- Gather data on the property.
- Build a financial model for the property.
- Analyze the results of the model.
- Write a report summarizing the results of your analysis.
Write a blog post or article about CRE pro forma modeling
Show steps
Help you share your knowledge of CRE pro forma modeling with others and to improve your writing skills.
Browse courses on
Real Estate Financial Modeling
Show steps
- Choose a topic for your blog post or article.
- Research your topic.
- Write your blog post or article.
- Publish your blog post or article.
- Promote your blog post or article.
Participate in a CRE pro forma modeling competition
Show steps
Provide you with an opportunity to test your skills against other professionals and to win prizes.
Browse courses on
Real Estate Financial Modeling
Show steps
- Find a CRE pro forma modeling competition to participate in.
- Prepare for the competition.
- Compete in the competition.
- Win prizes.
Create a Dynamic Model for a Specific Commercial Real Estate Property
Show steps
Applying your skills to a real-world scenario will help solidify your understanding of the concepts covered in this course.
Show steps
- Select a specific commercial real estate property
- Gather data on the property, including financial statements, lease agreements, and market research
- Build a dynamic pro forma model for the property using Excel
- Analyze the results of the model and make recommendations on the investment
Career center
Financial Analyst
Real Estate Investment Analyst
Investment Banker
Real Estate Developer
Asset Manager
Commercial Real Estate Broker
Property Manager
Real Estate Appraiser
Real Estate Consultant
Project Manager
Construction Manager
Loan Officer
Architect
Real Estate Agent
Real Estate Attorney
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