Description
Real Estate Investment Analysis Excel Skills A Course Structure
1. Introduction
2. Excel Worksheet Formatting
3. Excel Pro Forma Architecture & Workflows
4. Assumptions Control Panel: Step 1
5. Operating Cash Flows Through NOI
6. Assumptions Control Panel: Step 2
7. Assumptions Control Panel: Step 3
8. Operating Cash Flows Through CFAF
9. Off-Sheet Calculations
10. Operating Cash Flows Through CFAT
11. Simple Return Measures
12. Year 2 Setup Adjustments
13. X-Ray Vision Mode
14. Conclusion
15. Final Course Assignment
16. Discussion
Learning Objectives
– To understand how to use Excel for analyzing real estate investments;
– To understand the primary financial functions;
– To understand how to set up the spreadsheet to analyze an investment;
– To learn how to correct a spreadsheet through X-Ray vision mode.
Workload
The course will require 3-4 hours of work to be completed.
Assessments
The course will includes quizzes after each video, excel tutorials, and a written essay.
Real Estate Investment Analysis Excel Skills A Course Prerequisites
The course is for real estate professionals who would like to further advance into their career and also for the general public who want to learn the basics of real estate.
Certification
Build Academy will issue course certificates with credits to anyone who successfully completes 80% of the course assessments. Course participants will receive a diploma for completing the eight courses in the Real Estate Finance and Investment program. The two certificates available for the course are: basic, CEU-CPD. You can include the certificate in your CV and LinkedIn profile. We can also provide you with reference letters for job or school applications and promotions.
Real Estate Investment Analysis Excel Skills A Course Readings
Recommended readings:
– Kristen Hunter, The Brookside Square Case Study, 2016
– Richard B. Peiser and David Hamilton, Professional Real Estate Development: The ULI Guide to the Business, 3rd Edition (The Urban Land Institute: Washington, D.C., 2012)
– William Brueggeman and Jeffrey Fisher, Real Estate Finance & Investments, 15th edition (McGraw-Hill, 2015)
– William J. Poorvu with Jeffrey L. Cruikshank, The Real Estate Game (Free Press, 1999).
Professors
Richard Peiser PhD, Michael D. Spear Professor at Harvard GSD
Richard Peiser has been the Michael D. Spear Professor of Real Estate Development at the Harvard University Graduate School of Design since 1998. He is also Director of the university-wide Real Estate Academic Initiative created in 2003. He was previously on the faculty at the University of Southern California (1986-1998) as associate professor of urban planning and development, director of the Lusk Center for Real Estate Development, and Academic Director of the Master of Real Estate Development Program that he founded in 1986. His courses: Real Estate Finance and Development, Field Studies in Real Estate, Planning and Urban Design, and Advanced Real Estate Development and Finance offer basic and advanced-level study of real estate at the GSD. He also taught the studios: Alternative Urban Pattern Prototypes: Looking at Pomona/Los Angeles, Newry, Northern Ireland—Revealing History in Urban Reconstruction, and Alternative Futures for the West Lake, Hangzhou, People’s Republic of China, as well as field studies in Texas, California, New Hampshire, Idaho, and Shanghai. He is directing the school’s activities in advanced education for senior real estate executives, notably the six-week Advanced Management Development Program in Real Estate. Linkedin.
Kristen Hunter, DDes Candidate at Harvard GSD
Kristen Hunter is a doctoral candidate in Real Estate Finance and Urban Development at the Harvard University Graduate School of Design (GSD), where she has taught Real Estate Finance, as well as Public and Private Development, since 2010. She received a Master in Design Studies with distinction in Real Estate and Project Management from the GSD, earning the Gerald M. McCue Medal for highest overall academic record and the Ferdinand Colleredo Mansfeld Prize for superior achievement in real estate studies. She also holds an M.A. in Medieval Chinese History from Cornell University and an A.B. cum laude in East Asian Languages and Civilizations from Harvard University. An experienced real estate development manager and LEED AP, Kristen has delivered a variety of infill projects in Boston’s inner city neighborhoods, and currently provides strategic advisory for complex urban redevelopment projects in domestic and overseas. Linkedin.
