An Introduction to Real Estate in Excel (Financial Modelling Basics)

Description

A real estate financial model is the abstract representation of an investment scenario. Building a Real Estate Financial Model requires theory, maths and excel.

This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector. The training aims to give delegates a grasp of MS Excel and its usage in real estate cash flow modelling. You will be able to set up a financial modelling cash flow from a blank spreadsheet by using the most common shortcuts, formulas and functions. We will also cover the use of pivot tables to clean and organise your data.

This is an excellent starter/refresher course, whether you’re a recent graduate or a mid/senior professional.

On this course, you will…

• Learn spreadsheet modelling best practice
• Look over excel tips for general day to day use in MS Excel
• Recognise spreadsheet navigation and presentation tricks
• Understand financial mathematics & conventional valuations
• Identify real estate cash flow model single-let common functions and formulas

Who will benefit from this course?

• Graduate Real Estate professionals
• Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
• APC candidates
• Mid-Senior professionals looking for a refresher on core model building skills and best practice
• Any professionals looking to learn how to build a real estate focused model from scratch.

Day One:

Conventional Valuations

• Term & Reversion
• Layer Method
• Over Rented
• Equivalent Yield

Real Estate Cash Flow Models (Single-Let)

• Annual Discounted Cash Flows
• “What If” Analysis
• Quarterly Discounted Cash Flow
• Cash Flows with Rent Review
• Multiple Rent Reviews
• NPV, IRR, Equity Multiple, Cash on Cash

Additional topics:

• IF, SUMIF & Switches’
• Sensitivity Analysis: Data Table & Changing Calculation Options

Other Excel tips and tricks, including navigation and presentation:

• Functions and formulas included: General formatting, data entry, manipulation and creating formulas, Copy/Paste and general navigation with shortcuts, Solver (used to calculate equivalent yield), Scenarios, Customise spreadsheet, Navigation Shortcuts, SUM, TODAY, PV, IRR, EDATE, EOMONTH, DAY, MONTH, YEAR, NPV, YEARFRAC

Included in the Course

• A Bayfield Training Certification
• Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
• Course Files
• Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
• Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee

For more information about the An Introduction to Real Estate in Excel such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:

E - s.musgrave@bayfieldtraining.com

T - 01223 517851

W - www.bayfieldtraining.com