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Real Estate Investment Masterclass

modeling & concept

Leroy O. | AI & Real Estate Investment |

Description:

If you want to learn how to analyze any Real Estate Investment opportunity for yourself or with your company, it is the place to be.

Here, you will handle all the relevant Real Estate finance concepts to become an informed investor. At the end of this course, you will manage to create your own Dynamic Excel Financial Model and make a final decision about Real Estate investment opportunities. With plenty of exercises and a Case Study at the end you will get the documents to model by yourself Real Estate Investment.

Read more

Description:

If you want to learn how to analyze any Real Estate Investment opportunity for yourself or with your company, it is the place to be.

Here, you will handle all the relevant Real Estate finance concepts to become an informed investor. At the end of this course, you will manage to create your own Dynamic Excel Financial Model and make a final decision about Real Estate investment opportunities. With plenty of exercises and a Case Study at the end you will get the documents to model by yourself Real Estate Investment.

Whether you are a beginner, a college student looking to break into RE finance, an analyst, an associate or simply a RE investor; this course has been specifically made for you.

We will first have an overview of the Real Estate Investment world and we will go deeper into the different strategies that investors and private equity funds commonly use. You will know what happen inside large Real Estate Investment Funds as in the one I was working for. We will then cover all the relevant concepts you need to know to invest in any type of asset such as (CAP rate, NOI, Operating Income, IRR…). After that, we will cover basic and advanced Important Excel formulas for Real Estate investors.

In this course we will go through all the steps to create a Dynamic Financial Model for Real Estate on Excel. You will discover or (re)discover the basic formulas, ratios, and calculations. You will then go through the more advanced ones in Excel. With plenty of exercises, you will be able to check whether you use Excel the right way.

At the end, I prepared a Real-Life Private Equity Real Estate Case Study Exam. You will get in the shoes of a professional investor working for an investment fund receiving an investment opportunity for its portfolio. You will receive a complete case study and you will have to analyze from A to Z the RE asset.

At the end of the course you will be 100% independent to take an informed decision about your future Real Estate Investment Opportunities.

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What's inside

Learning objectives

  • Perform step-by-step analysis of any real estate investment opportunity as a professional
  • Evaluate accurately whether an investment opportunity is profitable or not
  • Private equity exam on a real investment opportunity
  • Understand the most important real estate financial metrics (irr, npv, levered cash flow, cap rate, etc.)
  • Create an excel dynamic dcf model from scratch
  • Excel scenario analysis
  • Become familiar with real estate industry investment strategies, internal work, habits and jargon
  • Real life case study

Syllabus

Guide to analyze Real Estate Asset (Concept and Excel Model) - Introduction
Who is your teacher: about me
Course content and learning outcome : what we will go through
Read more
Who is this course for ?

Download Excel files here for the incoming practice exercises!

Disclaimer
An overview of the Real Estate Investment world
What are the jobs of Real Estate investors, PE Funds and Investment Banks
How a job in PE fund or IB looks like - analyst or associate
Investment strategies of PE funds and Investment Banks
Overview quiz
The different investment strategies
Real Estate Crowdfunding
The BRRR Strategy
The Buy-and-hold Strategy
The Fix-and-flip Strategy
Portfolio Strategies & Diversification
Portfolio Strategies - How to implement it ?
The concept of Leverage in Real Estate
Relevant concepts to understand (CAP rate, NOI, Operating Income, IRR…)
Cap Rate : Real Estate concept
CAPEX (capital expenditures) : Real Estate concept
GOI (Gross Operating Income)
IRR (Internal Rate of Return) : Real Estate concept
NOI (Net Operating Income) : Real Estate concept
OPEX (Operating Expenses) : Real Estate concept
Unlevered Cash Flow : Real Estate concept
Levered Cash Flow : Real Estate concept
Basic Excel fromulas for Real Estate DCF modeling
Download me ! Main Excel Formulas and Shortcuts
Shortcuts and formating in Excel - General
Shortcuts and formating in Excel - Formating & Navigation (Part 1)
Shortcuts and formating in Excel - Formating & Navigation (Part 2)
If & And
Count / Countif / Countifs
Drop-down list
Index & Match
Lookup / Vlookup / Hlookup
NPV (Net Present Value)
PMT / PPMT / IPMT (for Debt Modeling)
Power
Sum & Sumif
Sumproduct
Relative references in Excel
Analyzing a Real Estate Asset : Gather, receive and structure the data needed
Gather, receive and structure the data needed
Analyzing a Real Estate Asset : Market Study
Download me! Market study slides.
Market Study - All the steps of a market study
Market Study - Demand
Market Study - Supply
Market Study - Competitors
Market Study - Investment
Market Study - Rent
Create a discounted cash flow model (DCF) Excel for a Real Estate Asset
Download me ! Excel template
Gross Acquisition Price (GOI)
Gross Operating Income (GOI) - Part 1
Gross Operating Income (GOI) - Part 2
OPEX (Part 1)
OPEX (Part 2)
CAPEX (Part 1)
CAPEX (Part 2)
Net Sales Price (Part 1)
Net Sales Price (Part 2)
NOI (Net Operating Income) & Unlevered Cash Flow
Model debt in discounted cash flow model (DCF) Excel for a Real Estate Asset
Debt modeling - case 1 (Part 1)
Debt modeling - case 1 (Part 2)
Debt modeling - case 2 (Part 1)
Debt modeling - case 2 (Part 2)
Analyze the discounted cash flow model (DCF) Excel for a Real Estate Asset
Ratios
Scenario Analysis (Part 1)
Scenario Analysis (Part 2)
Private Equity investment opportunity case study exam
Case study presentation - Introduction

Download files here for the case study!

Case study presentation - Case study problem statement
Case study presentation - Investment Memorandum
Case study presentation - Concepts reminder
Explanation and correction of the case study exam
Case study DCF: Assumptions
Case study DCF: Gross acquisition price
Case study DCF : Gross operating income part 1
Case study DCF : Gross operating income part 2
Case study DCF: OPEX Part 1
Case study DCF: OPEX Part 2
Case study DCF: CAPEX
Case study DCF model: Net sales price Part 1
Case study DCF model: Net sales price Part 2
Case Study DCF Model: Debt Model Intro
Case Study DCF Model: Debt Model Part 1
Case Study DCF Model: Debt Model Part 2
Case Study DCF model: Levered Cash Flow
Case Study DCF Model : Returns & Solutions Part 1
Case Study DCF Model : Returns & Solutions Part 2

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Covers investment strategies used by private equity funds and investment banks, offering insights into professional practices
Includes a real-life private equity real estate case study exam, simulating the experience of analyzing an investment opportunity for a fund
Explores the concept of leverage in real estate, which is a critical component of many investment strategies
Requires learners to download Excel files for practice exercises, so learners should have access to Microsoft Excel
Teaches the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy, which is a popular method for real estate investment
Examines real estate crowdfunding, which is a relatively new method of raising capital for real estate projects

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Real Estate Investment Masterclass: modeling & concept with these activities:
Review Basic Financial Concepts
Solidify your understanding of core financial concepts before diving into real estate-specific applications. This will make grasping the nuances of real estate investment analysis much easier.
Show steps
  • Review definitions of key financial terms.
  • Work through practice problems calculating financial metrics.
  • Relate these concepts to investment decision-making.
Read 'The Book on Rental Property Investing' by Brandon Turner
Explore practical strategies for rental property investing. This book offers valuable insights and tips for building a successful real estate portfolio.
View The Multifamily Millionaire, Volume I: Achieve... on Amazon
Show steps
  • Read assigned chapters related to rental property investing.
  • Take notes on key strategies and tips.
  • Consider how these strategies apply to your own investment goals.
Read 'Real Estate Finance & Investments' by William Brueggeman and Jeffrey Fisher
Gain a deeper understanding of real estate finance principles and investment strategies. This book provides a comprehensive overview of the field and complements the course material.
View Real Estate Finance & Investments ISE on Amazon
Show steps
  • Read assigned chapters related to course topics.
  • Take notes on key concepts and formulas.
  • Work through example problems in the book.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Excel Formula Practice
Sharpen your Excel skills by practicing the formulas covered in the course. This will improve your efficiency and accuracy when building financial models.
Show steps
  • Create a spreadsheet with various real estate scenarios.
  • Apply Excel formulas to calculate key metrics.
  • Check your results against known solutions.
Write a Blog Post on a Real Estate Investment Strategy
Deepen your understanding of a specific real estate investment strategy by researching and writing about it. This will help you articulate the key concepts and considerations.
Show steps
  • Choose a real estate investment strategy (e.g., BRRRR, Buy-and-Hold).
  • Research the strategy and its pros and cons.
  • Write a blog post explaining the strategy and providing examples.
  • Share your blog post online.
Analyze a Local Real Estate Investment
Apply the concepts learned in the course to a real-world investment opportunity. This will solidify your understanding and provide practical experience.
Show steps
  • Identify a potential real estate investment in your area.
  • Gather data on the property, market, and financials.
  • Build a financial model to analyze the investment.
  • Present your findings and recommendations.
Build a Real Estate Investment Dashboard
Create a dashboard to track and visualize key metrics for real estate investments. This will enhance your analytical skills and provide a valuable tool for managing your portfolio.
Show steps
  • Identify key metrics to track (e.g., NOI, Cap Rate, Cash Flow).
  • Design a dashboard layout in Excel or another tool.
  • Populate the dashboard with data from your investments.
  • Create visualizations to highlight trends and insights.

Career center

Learners who complete Real Estate Investment Masterclass: modeling & concept will develop knowledge and skills that may be useful to these careers:
Real Estate Analyst
A Real Estate Analyst evaluates investment opportunities and provides detailed analysis to support investment decisions. This course directly helps one become a real estate analyst by teaching how to analyze real estate assets using the same financial concepts and discounted cash flow models that a professional in this role would use. This course gives aspiring real estate analysts the tools to build dynamic financial models in Excel, perform scenario analysis, and apply important real estate metrics. It goes over investment strategies used by private equity funds and investment banks, providing a solid understanding of the industry and how deals are analyzed. The comprehensive excel modeling training, especially the building of a DCF model from scratch, is vital for a real estate analyst. The real-life private equity case study exam provides a great practical experience.
See salaries and explore the career path for Real Estate Analyst
Investment Analyst
An Investment Analyst researches and assesses investment opportunities across various asset classes, providing insights to inform investment strategies. This course is very relevant for an Investment Analyst specializing in Real Estate due to its focus on real estate-specific financial concepts and modeling techniques such as IRR, NPV, and discounted cash flow. The course shows how real estate investments are evaluated by professionals and goes through various investment strategies. The ability to build dynamic Excel models, perform scenario analysis, and work through a private equity case study, all covered by this course, are very beneficial skills for an investment analyst. The real-world case study included gives an experience similar to what an investment analyst faces while evaluating actual deals.
See salaries and explore the career path for Investment Analyst
Private Equity Analyst
A Private Equity Analyst analyzes investment opportunities within the private equity space, often focusing on specific industries like real estate. This course offers a strong foundation for becoming a Private Equity Analyst, particularly in the real estate sector. The course covers how to analyze real estate investments, including building financial models in Excel, and conducting scenario analyses. A private equity analyst must understand real estate specific financial metrics like cap rate, NOI and IRR. The course directly addresses these skills and concepts. This course also gives an overview of the strategies of Private Equity Funds and includes a real-life Private Equity case study which is very helpful for a Private Equity analyst.
See salaries and explore the career path for Private Equity Analyst
Real Estate Portfolio Manager
A Real Estate Portfolio Manager oversees a collection of real estate assets, aiming to optimize returns and manage risk. This course helps build a foundation for a Real Estate Portfolio Manager through its emphasis on analyzing real estate investment opportunities and understanding the financial metrics that drive performance. The course covers internal work, habits, and jargon of the real estate industry and teaches various investment strategies and portfolio construction strategies. The knowledge gained through the real estate case study included in this course provides a practical understanding of how investment opportunities are assessed, which is critical for a Real Estate Portfolio Manager. The ability to analyze key metrics such as cap rate, IRR, and NOI are vital to any portfolio manager.
See salaries and explore the career path for Real Estate Portfolio Manager
Financial Modeler
A Financial Modeler builds and maintains complex financial models, often using Excel, to support business decisions. This course is extremely relevant for a Financial Modeler, especially one who works in real estate, given its focus on creating dynamic financial models in Excel. In addition to building models, this course helps a Financial Modeler understand how to structure data, perform scenario analysis, and interpret the results. The course provides practical experience using Excel to build discounted cash flow models and analyze real-life investment opportunities, which are core functions for a Financial Modeler. The included case studies and exercises train a financial professional by teaching them to work with the assumptions, inputs, and the outputs of real estate models.
See salaries and explore the career path for Financial Modeler
Real Estate Investor
A Real Estate Investor identifies and capitalizes on opportunities in real estate markets, aiming to generate profit. This course is ideal for a Real Estate Investor who wants to make data driven decisions before investing. The course teaches how to perform a step-by-step analysis of any real estate investment opportunity, build financial models in Excel, and evaluate whether an opportunity is profitable. This course directly covers real estate metrics, various investment strategies, and how to analyze a real estate asset from A to Z making it extremely useful for a real estate investor. The real-life case study exam will help any investor master real estate analysis and improve decision making skills.
See salaries and explore the career path for Real Estate Investor
Acquisitions Analyst
An Acquisitions Analyst focuses on evaluating and pursuing potential acquisitions of assets or companies. This course can help one prepare for this role, particularly in a real estate context. The course teaches the skills necessary to analyze an acquisition opportunity, including creating DCF models in Excel, performing scenario analysis, and using real estate-specific financial metrics. The course walks through how professional investors go about analyzing deals, and the real-life private equity case study exam simulates the work of an acquisitions professional. The focus on understanding key financial metrics and creating dynamic financial models directly contributes to an Acquisitions Analyst’s role.
See salaries and explore the career path for Acquisitions Analyst
Real Estate Underwriter
A Real Estate Underwriter assesses the risk and potential profitability of real estate investments before they are approved. This course is highly applicable for a Real Estate Underwriter, as it covers core skills needed to analyze real estate assets. The material includes understanding important financial concepts, using Excel to perform discounted cash flow modeling, and using financial ratios to analyze opportunities. The course’s focus on analyzing potential real estate investments and a private equity case study that involves evaluating a deal from beginning to end are very helpful for a Real Estate Underwriter. The ability to build and analyze DCF models using Excel helps a real estate underwriter make more informed decisions.
See salaries and explore the career path for Real Estate Underwriter
Financial Analyst
A Financial Analyst provides financial insights and analysis, helping organizations make informed decisions. While this role can be in various industries, this course is helpful for Financial Analysts working with real estate assets. The course teaches how to perform step-by-step analysis of Real Estate opportunities. The course covers how to build financial models in Excel, perform scenario analysis, and understand real estate specific financial metrics. The real-life case study included in the course will help any financial analyst develop relevant skills. The skills learned in this course can help a Financial Analyst in the real estate sector assess the financial viability of projects.
See salaries and explore the career path for Financial Analyst
Asset Manager
An Asset Manager oversees a portfolio of assets, aiming to maximize their value and performance. The course may be useful for an Asset Manager who manages real estate assets. The course provides insight into how to analyze an investment opportunity, which is important when evaluating and making decisions on whether to hold, sell, or renovate an asset. The concepts, financial modeling, and case study involved in this course are relevant to assessing and optimizing the value of any real estate asset. The knowledge of real estate investment strategies and jargon covered in this course may be helpful for an Asset Manager.
See salaries and explore the career path for Asset Manager
Commercial Loan Officer
A Commercial Loan Officer evaluates and approves loan applications for businesses, often in specific sectors like real estate. This course may be useful to a Commercial Loan Officer who handles real estate loans. The course covers real estate investment concepts, financial metrics, and discounted cash flow modeling, which are all fundamental to assessing the risk and potential of real estate loan applications. The real-world case study and exercises in this course may help a Commercial Loan Officer understand the investment side of real estate lending and perform better due diligence.
See salaries and explore the career path for Commercial Loan Officer
Real Estate Consultant
A Real Estate Consultant provides expert advice and strategic solutions to clients in the real estate industry. Though the course does not touch on consulting directly, it may be helpful for a Real Estate Consultant who needs a strong foundation to analyze real estate assets. The course teaches the concepts, metrics, and strategies used by real estate professionals to evaluate opportunities. It also provides insights into private equity fund work, which would allow a consultant to better understand their clients. A real estate consultant may apply the Excel based modeling skills to advise clients on their real estate investments.
See salaries and explore the career path for Real Estate Consultant
Business Development Manager
A Business Development Manager focuses on generating new leads and expanding business opportunities, potentially in the real estate sector. The course touches on topics that may be useful for a Business Development Manager when interacting with clients in real estate. The course provides an understanding of the real estate financial metrics, investment strategies, and the modeling that is used by investors. This may help a Business Development Manager speak more fluently when engaging with real estate investors. The private equity case study may allow a business development manager to better understand the client’s needs.
See salaries and explore the career path for Business Development Manager
Project Manager
A Project Manager oversees the planning, execution, and completion of specific projects. While this role can exist across many sectors, a Project Manager may be interested in this course if they work with real estate projects. This course may help a project manager on the financial side of real estate projects. The real estate specific concepts and the modeling components of the course may allow a manager to better understand the financial implications of their decisions. The course does not directly cover the project management skillset, and if the project manager is not involved in the financial or investment components of real estate, then the course may not be particularly useful.
See salaries and explore the career path for Project Manager
Property Manager
A Property Manager is primarily responsible for the day-to-day operations and maintenance of a property. This course may be useful for a Property Manager if their role includes making recommendations on whether to invest, renovate or sell the property. The course covers financial concepts relevant to real estate, including capital expenditure, operating expenses, and net operating income. The course's focus on real estate investment metrics may assist the Property Manager with making financial decisions, however, day-to-day management of the property would not use these skills and knowledge. Many property managers may not find this course applicable to their role.
See salaries and explore the career path for Property Manager

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Real Estate Investment Masterclass: modeling & concept.
Cover image
Real Estate Finance & Investments ISE
Save
Comprehensive resource on real estate finance and investments. It covers topics such as valuation, mortgages, and investment analysis in detail. It is commonly used as a textbook in real estate programs and provides a strong foundation for understanding the concepts covered in this course. This book will add depth to the course and serve as a useful reference.
Real Estate Finance & Investments ISE
Paperback
Check
Real Estate Finance & Investments ISE
Kindle Edition
Check
Cover image
The Multifamily Millionaire
Save
Provides a practical guide to rental property investing. It covers topics such as finding deals, financing, managing properties, and building wealth. It valuable resource for beginners and experienced investors alike. This book provides additional reading that expands on the course's investment strategies.
The Multifamily Millionaire, Volume I: Achieve...
Hardcover
$$
The Multifamily Millionaire, Volume II: Create...
Hardcover
$$
The Multifamily Millionaire, Volume I: Achieve...
Kindle Edition
$$
The Multifamily Millionaire, Volume II: Create...
Kindle Edition
$$

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Effort
5 total hours
Via
Udemy
Instructor
Leroy O. | AI & Real Estate Investment |
Language
English
Good to know
Covers investment strategies used by private equity funds and investment banks, offering insights into professional practices
Includes a real-life private equity real estate case study exam, simulating the experience of analyzing an investment opportunity for a fund
Explores the concept of leverage in real estate, which is a critical component of many investment strategies
Requires learners to download Excel files for practice exercises, so learners should have access to Microsoft Excel
Teaches the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy, which is a popular method for real estate investment
Examines real estate crowdfunding, which is a relatively new method of raising capital for real estate projects
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