Real Estate Financial Modeling Tools

Level 1-2-3 Bundle – UCLA Anderson Real Estate Association

$139.00

SKU: Self Study, Level 1, 2, 3 Bundle Category:

Description

Level 1 Bootcamp – Excel For Real Estate (Level 1 Certification Preparation)
Product Description
An interactive Video Tutorial that teaches the basics of operating in Excel, as well as advanced techniques, specifically as they relate to real estate analysis.  You will follow along in Excel in real time and perform exercises to ensure you are grasping the lesson and are mastering the technical skills being taught.
Product includes the following downloads for you to keep as a permanent reference:
– Easily navigated chaptered 56-minute Video Tutorial, played within your web browser (compatible with Apple Safari in addition to Internet Explorer and Mozilla Firefox)

Chapter Navigation Controller
– Accompanying fully-unlocked Excel file

Topics Covered (All topics include Exercises)

Arithmetic and Rounding
Statistics
Relative vs. Absolute Cell References
Inserting and Deleting Rows and Columns
Dates and Timelines
Conditional Statements
Function Wizard
Creating Summary Tables
Formatting Numbers
Conditional Cell Formatting
Data Table Lookup Functions
Custom Formatting
Format Painting
Paste Special
Transpose
Financial Functions for Compounding and Discounting
Internal Rate of Return (IRR)
Mortgage Payment Calculation
Formula Auditing
Data Tables for Sensitivity Analysis
Circular References
Keyboard Shortcuts
Best Practices
Excel Formulas and Functions Taught

SUM
ROUND, ROUNDUP, ROUNDDOWN
MAX, MIN, AVERAGE, MEDIAN
Cell Anchoring using Dollar Signs
EOMONTH, EDATE, DATEVALUE
IF, AND, OR, and combinations thereof
SUMIF, SUMIFS
COUNTIF, COUNTIFS
VLOOKUP, HLOOKUP
IFERROR
RATE
PV, FV
NPV and XNPV
IRR and XIRR
PMT, PPMT, IPMT

Level 2 Bootcamp – Real Estate Finance (Level 2 Certification Preparation)
Product Description
An interactive Video Tutorial that teaches you the foundations of real estate finance as well as advanced techniques and topics.  You will follow along in Excel in real time and perform exercises to ensure you are grasping the lesson and are mastering the technical skills being taught.
Product includes the following downloads for you to keep as a permanent reference:
– Easily navigated chaptered 80-minute Video Tutorial, played within your web browser (compatible with Apple Safari in addition to Internet Explorer and Mozilla Firefox)

Chapter Navigation Controller
– Accompanying fully-unlocked Excel file

Topics Covered

The Time Value of Money Model (includes Exercise #1)
The Discounted Cash Flow Model (includes Exercise #2)
Internal Rate of Return (IRR)
Mortgage Payment Calculation
Refinancing/Interest-Only Scenario Payment Calculation (includes Exercise #3)
Refinancing Case Study
Maximum Loan Amount Calculation (for income-producing property acquisition)
Residual Land Valuation (includes Exercise #4)
Future Net Operating Income Calculation
Transaction Capital Structures
Financing Development Transactions
Multiple Equity Investors Discussion (includes Exercise #5)
Profit Sharing Discussion
Preferred Return, Internal Rate of Return Waterfall and Promote theory
Excel Formulas and Functions Taught

Compounding and Discounting
Net Present Value (NPV) and XNPV
Internal Rate of Return (IRR) and XIRR
Conditional Statements
Mortgage Payment (PMT)
Principal Payment (PPMT)
Interest Payment (IPMT)
Minimum (MIN)
Maximum (MAX)

Level 3 Bootcamp – Single Transaction Equity Joint Venture Partnership and Waterfall Modeling (Level 3 Certification Preparation)
Product Description
An interactive Video Tutorial that teaches you advanced techniques and topics related to joint venture partnerships and investment waterfall modeling for single property transactions (not multi-transaction private equity funds).  You will follow along in Excel in real time and perform exercises to ensure you are grasping the lesson and are mastering the technical skills being taught.
Product includes the following downloads for you to keep as a permanent reference:
– Easily navigated chaptered 80-minute Video Tutorial, played within your web browser (compatible with Apple Safari in addition to Internet Explorer and Mozilla Firefox)

Chapter Navigation Controller
– PDF of the 60-slide presentation
– Accompanying fully-unlocked, annotated Excel file with the following tabs:
1. Preferred Return Non-Compounded Annual
2. Preferred Return Non-Compounded Annual Solution
3. Preferred Return Compounded Monthly
4. Preferred Return Compounded Monthly Solution
5. 3-Tier Annual Waterfall with Look-Back
6. Double-Promote Profit Sharing
7. Double-Promote Monthly Waterfall # 1 with Look-Back
8. Exercise – Rebuild Tier #3
9. Double-Promote Monthly Waterfall #2 with Look-Back
10. Double Promote Returns Summary Exhibit
11. Alternate Compounding Periods
12. Sample Partnership Structure 1
13. Sample Partnership Structure 2
14. Sample Partnership Structure 3
15. Claw-Back.

Topics Covered and Exercises/Solutions Included:

Rationale behind targeting disproportionate returns to the Sponsor
How to achieve disproportionate returns through fees and partitioning of cash flows
Preferred Return overview
Preferred Return variations with respect to priority of payment
Preferred Return in context (Payment Types A, B and C)
Nature of Preferred Return (Non-compounded/compounded, non-cumulative/cumulative)
Annual Preferred Return Exercise
Monthly Preferred Return Exercise
Waterfall Distribution overview, with Animation
Promote Mechanism overview and modeling
Look-Back Internal Rate of Return (IRR) Method
3-Tier Waterfall modeling
Double-Promote, 5-Tier Waterfall modeling
Double-Promote Exercise
Alternate Compounding Periods: Monthly, Daily, Quarterly
Sample Partnership Structures
Claw-Back overview and modeling
Claw-Back Exercise.