Mastering Real Estate Financial Modeling: A 5-Day Intensive Event, 01.Sep.2025

Course Description

This intensive 5-day course provides a comprehensive introduction to real estate financial modeling. Participants will learn to build sophisticated models for property acquisitions, development projects, and portfolio analysis using industry-standard techniques and best practices. The course covers key concepts in real estate finance, Excel modeling skills, and practical applications for various property types and investment strategies.

Learning Objectives

• Develop proficiency in building complex real estate financial models using Excel
• Understand key financial metrics and valuation techniques used in real estate investment analysis
• Learn to model various property types, including multifamily, office, retail, and industrial
• Gain practical skills in sensitivity analysis, scenario modeling, and risk assessment
• Master advanced techniques for modeling development projects and joint venture structures

Course Modules

Day 1: Foundations of Real Estate Financial Modeling

• Introduction to real estate finance and investment analysis
• Excel modeling best practices and essential functions
• Building a basic property-level cash flow model
• Key financial metrics: NOI, Cap Rate, Cash-on-Cash Return, IRR

Day 2: Acquisition Modeling

• Developing a comprehensive acquisition model
• Modeling complex rent rolls and lease structures
• Incorporating financing assumptions and debt schedules
• Sensitivity analysis and scenario modeling techniques

Day 3: Development Modeling

• Creating a dynamic development pro forma
• Modeling construction costs, timelines, and lease-up assumptions
• Incorporating development fees and promote structures
• Residual land value analysis and feasibility studies

Day 4: Portfolio and Fund Modeling

• Building a multi-property portfolio model
• Modeling fund-level cash flows and waterfalls
• Incorporating asset management and disposition assumptions
• Advanced techniques for returns analysis and benchmarking

Day 5: Advanced Topics and Case Studies

• Modeling joint venture structures and promote calculations
• Monte Carlo simulation for risk analysis
• Real-world case studies and model troubleshooting
• Best practices for model auditing and quality control

Practical Wins for Participants

• Ability to build institutional-quality financial models for various real estate investment scenarios
• Enhanced decision-making skills for evaluating and structuring real estate investments
• Improved efficiency and accuracy in financial analysis and reporting
• Valuable skills applicable to roles in real estate investment, development, and asset management