IIRF Online > Finance & Accounting > Financial Modeling & Analysis > Financial Modeling > The Real Estate Pro Forma Modeling Master Class
The Real Estate Pro Forma Modeling Master Class by Udemy
The Complete Step-By-Step Guide To Building Dynamic, Institutional-Quality Real Estate Pro Forma Models in Excel
Course Highlights
- Learn how to build dynamic, institutional-grade real estate pro forma investment models from scratch
- Learn how to build customizations and triggers to maximize flexibility for any investment scenario
- Learn how to create institutional, professionally formatted models to present pro forma calculations to investors and partners
Skills you will learn!
Curriculum
8 Topics
What You'll Get Out of This Course
A Sneak Peek Into What You'll Build
The Pro Forma Outline - Part 1
The Pro Forma Outline - Part 2
The Pro Forma Outline - Part 3
Setting Expectations
About The Instructor & Student Success Stories
Disclaimer
10 Topics
Real Estate Pro Forma Modeling Fundamentals
Pro Forma Components & Dynamic Financial Modeling
Monthly vs. Annual Cash Flow Modeling
Error-Checking on Autopilot
Professional Design Fundamentals
Gridlines
Font Changes & Introduction To "Alt" Shortcuts
Iterative Calculation
Advanced Excel Settings
Excel Shortcuts Cheat Sheet
14 Topics
Summary Tab Setup
Table Formatting
Parking Information
Acquisition Information
Acquisition Loan Information - Part 1
Acquisition Loan Information - Part 2
Refinance Information
Building Out The Summary Details
Renovation Detail Build-Out
Modeling Sale Details - Part 1
Modeling Sale Details - Part 2
Building Out The Sources & Uses Table
Modeling Additional Equity Requirements
The Key Return Metrics Table
15 Topics
Revenue Tab Setup
Building Out The In-Place Rent Schedule
Modeling The In-Place Rent Roll
Total Units & Weighted Average Rent
Building Out The Stabilized Rent Schedule
Modeling Renovation Premiums
Modeling Other Income
Dynamic Rent Increase Timing
Building Out Variable Annual Assumptions
Physical Vacancy Bad Debt & Concessions
Modeling Market Rent Growth Assumptions
Building Out Potential Revenue
In-Place vs. Stabilized Rents
Modeling Dynamic Rent Increase Timing
Modeling Weighted Average Potential Rent
9 Topics
Expenses Tab Setup
Modeling T-12 Operating Expenses
Modeling Hold Period Operating Expenses
Building Out Property Tax Information
Property Tax Information Finalization & Dynamic Drop-Down Menus
Capital Reserves & Property Management Fees
Modeling Property Tax Growth Rates
Building Out The Hold Period Property Taxes Table
Modeling Dynamic Assessed Value
8 Topics
Construction Budget Tab Setup
Building Out The Exterior Renovation Budget
Modeling Construction Costs
Construction Cost Timing
Straight-Line Construction Cost Modeling
Construction Funding Checks
Building Out The Interior Renovation Budget
Contingencies & Overall Construction Budget Finalization
8 Topics
Financing Tab Setup
Acquisition Financing Build-Out
Modeling Acquisition Principal Interest & Total Loan Payments
Modeling The Acquisition Loan Payoff
Acquisition Financing Checks
Refinance Modeling
Modeling Refinance Principal Interest & Total Loan Payments
Modeling The Refinance Loan Payoff
18 Topics
Monthly CF Tab Setup
Monthly CF Timing
Building Out Net Rental Income
Dynamic HLOOKUP & MATCH Modeling
Modeling Bad Debt Concessions & Other Loss
Modeling Other Income
Operating Expense Build-Out & Freezing Panes
Modeling Operating Expenses
PM Fees Insurance & Capital Reserves
Modeling Dynamic Property Tax Resets
Construction Expenses & CF Before Debt Service
Dynamic Loan Funding
Loan Payments Payoffs & Fees
Working Capital
Modeling Dynamic Working Capital Funding
Acquisition & Sale Modeling
Finalizing The Property Tax Reset
Monthly CF Tab Finalization
4 Topics
Annual CF Tab Setup
Modeling Annual Cash Flows
Annual CF Tab Clean-Up & Totals
Modeling The Cash-on-Cash Return
12 Topics
Error Checks & Summary Finalization Introduction
Building Out The Checks Tab - Part 1
Building Out The Checks Tab - Part 2
Finalizing The Expenses Tab
Going-In Cap Rate DSCR & Debt Yield
Dynamically Calculating Refinance Proceeds
Refinance DSCR & Debt Yield Modeling
Summary Details & Return on Cost Modeling
Modeling Sale Details
Sources & Uses Finalization
Modeling The IRR Equity Multiple & Cash-on-Cash Return
How To Use What You've Built
1 Topic
Where To Go From Here
1 Topic
Bonus Lecture - The Next Step
The Real Estate Pro Forma Modeling Master Class
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