Advanced Excel & Real Estate Modeling

Excel & Real Estate Modeling Courses in NYC

In this 2-day course, you will master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. This will also cover real estate fundamentals used to create real estate models. You will create a real estate acquisition model using assumptions for the purchase price, financing, operating performance, and exit cap rate.

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tag-solid $745$599 clock-solid 14 Hours display-solid PC provided help-line map-marker-solid 185 Madison Avenue, NYC users-solid In-person classroom training

Corporate training available

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  • Custom Schedule

  • Feb 3–10

    • Advanced Excel for Financial Modeling

      Monday, Feb 3, 10am–5pm

    • Real Estate Financial Modeling

      Monday, Feb 10, 10am–5pm

  • Mar 16–23

    • Advanced Excel for Financial Modeling

      Monday, Mar 16, 10am–5pm

    • Real Estate Financial Modeling

      Monday, Mar 23, 10am–5pm

The Advanced Excel & Real Estate Modeling includes

Advanced Excel for Financial Modeling

Master the advanced Excel tricks, techniques, and tools financial analysts use to build and audit financial models. By the end of this course, you will know how to write efficient and flexible formulas, create sensitivity analysis, and master Excel's features for finance.

Real Estate Financial Modeling

In this course, you will learn the advanced Excel and real estate fundamentals used to create real estate models. You will create a real estate acquisition model using assumptions for the purchase price, financing, operating performance, and exit cap rate. 

Full Course Syllabus

Download PDF Outline

Advanced Excel for Financial Modeling

Advanced techniques to Expedite Workflow

  • Efficient formula writing
  • Formula & model auditing
  • Advanced cell locking
  • Hot Keys to work without the mouse
  • Windows & work with multiple applications
  • Go To Special
  • Paste Special

Project #1: Revenue build-up by store count and same store sales growth

  • Learn different methods for projecting company revenues
  • Apply advanced Excel techiques to quickly build out projections

Advanced Analytical Tools & Sensitivity Analysis

  • Goal Seek
  • Data Tables
  • Scenario Manager

Project #2: Cash flow modeling & sensitivity analysis

  • Project revenues and expenses
  • Discount cash flows to the present value
  • Run a sensitivity analysis for valuation based on revenue growth and gross margin

Database Functions for Finance

  • Advanced SUMIFS
  • VLOOKUP-MATCH
  • INDEX-MATCH

Functions for Financial Modeling

  • Financial functions
  • Date functions
  • Nested IF statements
  • IF Statements with AND/OR
  • CHOOSE function
  • Weighted average calculations
  • IFERROR

Projects #3: Loan amortization model

  • Model cash flows from an amortizing loan
  • Use advanced functions to aggregate the data

Real Estate Financial Modeling

Real Estate Fundamentals

  • NOI and cap rates
  • Real estate valuation factors
  • Property types
  • Leases
  • Financing and mortgages
  • Create a mortgage model in Excel

Real Estate Acquisition Modeling

  • Set purchase price and operating assumptions
  • Model scenarios for a sale
  • Project levered cash flows
  • Evaluate a real estate acquisition and calculate levered and unlevered returns
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Frequently Asked Questions

  • Do I need to bring a computer?

    No. We provide a computer with the necessary software for each attendee. This course is available on Windows PC only.

  • Are discounts available for this course?

    This program is a discounted package of classes that is 15–25% off the individual class prices.

  • Does this course come with a book?

    Yes. This course includes a complimentary book or manual at no additional cost.

  • What if I need to retake this course? May I retake it for free?

    Yes. You may retake this course for free once within six months, provided that the class is running with an available seat. For more information, visit our policies page.