The Advanced Real Estate Pro Forma Modeling Master Class
The Advanced Real Estate Pro Forma Modeling Master Class, available at $119.99, has an average rating of 4.81, with 306 lectures, based on 601 reviews, and has 5126 subscribers.
You will learn about 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 This course is ideal for individuals who are Real estate investors and professionals who want to learn how to create dynamic, institutional-quality commercial real estate pro forma models from scratch for office, industrial, and retail properties or Current real estate professional who want to become an expert in real estate financial modeling to advance their career and make more money or Aspiring commercial real estate investment professionals who want to begin a lucrative career in commercial real estate investing It is particularly useful for Real estate investors and professionals who want to learn how to create dynamic, institutional-quality commercial real estate pro forma models from scratch for office, industrial, and retail properties or Current real estate professional who want to become an expert in real estate financial modeling to advance their career and make more money or Aspiring commercial real estate investment professionals who want to begin a lucrative career in commercial real estate investing.
Enroll now: The Advanced Real Estate Pro Forma Modeling Master Class
Summary
Title: The Advanced Real Estate Pro Forma Modeling Master Class
Price: $119.99
Average Rating: 4.81
Number of Lectures: 306
Number of Published Lectures: 119
Number of Curriculum Items: 306
Number of Published Curriculum Objects: 119
Original Price: $199.99
Quality Status: approved
Status: Live
What You Will Learn
- 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
Who Should Attend
- Real estate investors and professionals who want to learn how to create dynamic, institutional-quality commercial real estate pro forma models from scratch for office, industrial, and retail properties
- Current real estate professional who want to become an expert in real estate financial modeling to advance their career and make more money
- Aspiring commercial real estate investment professionals who want to begin a lucrative career in commercial real estate investing
Target Audiences
- Real estate investors and professionals who want to learn how to create dynamic, institutional-quality commercial real estate pro forma models from scratch for office, industrial, and retail properties
- Current real estate professional who want to become an expert in real estate financial modeling to advance their career and make more money
- Aspiring commercial real estate investment professionals who want to begin a lucrative career in commercial real estate investing
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 workbookending 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:
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Build aninstitutional-quality, dynamic commercial real estate pro forma investment model for office, retail, and industrial properties from scratch (without expensive software)
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Modeladvanced real estate financing structures like mezzanine debt, future funding for renovation projects, prepayment penalties, dynamic loan sizing based on multiple constraints, and more
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Create adynamic sources and uses table, so you’ll know exactly how much you’ll need to fund a deal up-front
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Builddynamic working capital accounts to automatically fund operating shortfalls to prevent unexpected equity capital calls to investors
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Modelcomplex commercial real estate lease structures in Excel including NNN, FSG, MG, and BYS reimbursement structures, custom rent escalation schedules, percentage rent, and more
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Createdynamic re-leasing scenarios based on renewal probability and re-leasing assumptions to create future lease cash flows automatically
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Model investor distributions on a monthly, quarterly, and annual basis and be able to switch between the three options quickly and easily
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Createcustom charts and graphs that automatically populatein your model, that you can use to present more clearly and professionally to investors, lenders, and partners
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Build formula “checks” toerror-proof your work and feel confident in your calculations
This course is perfect for you if:
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You’re a college student or graduate student looking to break into real estate investment after graduation, and you’re looking to add the key technical skill sets to your arsenal that will put youhead and shoulders above the competition and allow you to land a lucrative career opportunity in the field
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You’re an existing real estate professional looking toadvance your career, increase your compensation, and break into the real estate investment industry
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You’ve have a basic understanding of real estate finance and you’re looking to take your real estate financial modeling skill set to an expert level to land a better job, make more money, and/or more confidently model and analyze your own real estate deals
Here’s what our students have had to say:
★★★★★ “This course really has it all. 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!
Course Curriculum
Chapter 1: Introduction
Lecture 1: Welcome!
Lecture 2: Who This Course Is For
Lecture 3: About The Instructor & Student Successes
Lecture 4: Disclaimer
Chapter 2: Real Estate Pro Forma Modeling Fundamentals
Lecture 1: Real Estate Pro Forma Modeling 101
Lecture 2: Setting Expectations
Lecture 3: How To Take This Course
Chapter 3: Part 1 – Building Out The Summary Dashboard
Lecture 1: Summary Dashboard Introduction & Excel Settings
Lecture 2: Modeling Property Details
Lecture 3: Parking & Acquisition Information
Lecture 4: Sale Information, Investor Distribution Frequency, & Project-Level Fees
Lecture 5: Building The Summary Details Table
Lecture 6: Building The Capital Cost Details Table
Lecture 7: Building The Sale Details Table
Lecture 8: Modeling Levered & Unlevered Return Metrics
Lecture 9: Building Sources & Uses Tables
Lecture 10: IRR Partitioning & The Circuit Breaker
Chapter 4: Part 2 – CRE Lease Modeling
Lecture 1: CRE Leases Tab Setup & Tenant Details
Lecture 2: Modeling Operating Expense Reimbursement Structures
Lecture 3: Building Out The Rent Escalation Schedule
Lecture 4: Modeling Re-Leasing Assumptions
Lecture 5: Modeling Re-Leasing Cost Assumptions
Lecture 6: Modeling Percentage Rent
Lecture 7: Setting Up The Tenant Cash Flow Table
Lecture 8: Modeling Dynamic Re-Leasing Timing
Lecture 9: Tenant Cash Flow Table Build-Out
Lecture 10: Modeling In-Place Base Rent
Lecture 11: Modeling In-Place Operating Expense Reimbursements – Part 1
Lecture 12: Modeling In-Place Operating Expense Reimbursements – Part 2
Lecture 13: Modeling Percentage Rent
Lecture 14: Modeling Up-Front Free Rent
Lecture 15: Modeling Re-Leasing Base Rent
Lecture 16: Modeling Re-Leasing Free Rent
Lecture 17: Modeling Re-Leasing Operating Expense Reimbursements
Lecture 18: Modeling Up-Front TI Allowances
Lecture 19: Modeling Up-Front Leasing Commissions
Lecture 20: Modeling Re-Leasing TI Allowances
Lecture 21: Modeling Re-Leasing Leasing Commissions
Lecture 22: CF Codes & Totals
Lecture 23: Adding Suites To The Model
Lecture 24: Adding Suite Cash Flows To The Model
Lecture 25: Adding Tenants To The Model
Lecture 26: Modeling Monthly Occupancy – Part 1
Lecture 27: Modeling Monthly Occupancy – Part 2
Lecture 28: Modeling Monthly Occupancy – Part 3
Lecture 29: CRE Leases Tab Finalization
Chapter 5: Part 3 – Operating Expense Modeling
Lecture 1: Expenses Tab Setup & T-12 Operating Expenses
Lecture 2: Hold Period Operating Expenses & Property Tax Information
Lecture 3: Operating Expense & Credit Loss Assumptions
Lecture 4: Modeling Property Tax Growth Over Time
Lecture 5: Modeling Hold Period Property Taxes
Lecture 6: Modeling Operating Expenses
Chapter 6: Part 4 – Construction Budget Modeling
Lecture 1: Construction Budget Tab Setup
Lecture 2: Modeling Cost Subtotals
Lecture 3: Modeling Construction Cash Flows
Lecture 4: Creating Error Checks
Lecture 5: Building Out The Contingency
Chapter 7: Part 5 – Monthly & Annual Cash Flow Modeling
Lecture 1: Monthly CF Tab Setup
Lecture 2: Modeling Operating Revenue
Lecture 3: Modeling Credit Loss
Lecture 4: Modeling Other Income
Lecture 5: Modeling Operating Expenses & NOI
Lecture 6: Modeling Construction Costs, TIs, & LCs
Lecture 7: Modeling Capital Reserves, AM Fees, & CM Fees
Lecture 8: Modeling Unlevered Working Capital
Lecture 9: Modeling Debt Service & Levered Working Capital
Lecture 10: Modeling Acquisition & Sale Cash Flows
Lecture 11: Modeling Loan Information
Lecture 12: Modeling Investor-Level Cash Flows – Part 1
Lecture 13: Modeling Investor-Level Cash Flows – Part 2
Lecture 14: Modeling Cash Flow Totals
Lecture 15: Modeling Annual Cash Flows – Part 1
Lecture 16: Modeling Annual Cash Flows – Part 2
Chapter 8: Part 6 – Debt Modeling
Lecture 1: Financing Tab Setup
Lecture 2: Debt Metric Inputs
Lecture 3: Dynamic Acquisition Loan Sizing
Lecture 4: Dynamic Mezzanine Loan Sizing – Part 1
Lecture 5: Dynamic Mezzanine Loan Sizing – Part 2
Lecture 6: Dynamic Refinance Loan Sizing – Part 1
Lecture 7: Dynamic Refinance Loan Sizing – Part 2
Lecture 8: Building Out The Acquisition Financing Table
Lecture 9: Modeling Starting Loan Balance & Additional Loan Proceeds
Lecture 10: Index Rates & Forward Curves
Lecture 11: Modeling Dynamic Interest Rates Over Time
Lecture 12: Modeling The Total Loan Payment
Lecture 13: Modeling Principal & Interest Payments
Lecture 14: Modeling The Loan Payoff, Prepayment Penalties, & Ending Balance
Lecture 15: Modeling Totals, Checks, & Cash Flow Codes
Lecture 16: Building Out The Mezzanine Financing Table
Lecture 17: Modeling Refinance Loan Proceeds
Lecture 18: Modeling Additional Refinance Loan Proceeds
Lecture 19: Modeling The Total Refinance Loan Payment
Instructors
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Justin Kivel
Real Estate Investing & Financial Modeling
Rating Distribution
- 1 stars: 3 votes
- 2 stars: 0 votes
- 3 stars: 25 votes
- 4 stars: 114 votes
- 5 stars: 459 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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