Real Estate Financial Modeling provides financial analysis, training and data solutions for the multi-trillion dollar global commercial real estate business.
    "This class provides the insight into real estate modeling that ... [read more] - 2-Day Intensive Attendee
    "...excellent anecdotal information born from education and experience that broadens ... [read more] - Stan W. Converse, III
    "This session has really strengthened my basic Excel skills and ... [read more] - Kamel M., Principal
    "This class offers a great fundamental basis for using Excel ... [read more] - Rob Lubeck
    "I was very pleased with the webinar. A lot of ... [read more] - M.S.
    "I have not been exposed to Excel, and this lesson ... [read more] - D.M.
    "If you are looking to set yourself apart from the ... [read more] - Steven
    "The material covered in the training session covered every aspect ... [read more] - Barry K. Metcalf
    "REFM Training is the difference between thinking you can model ... [read more] - James Kasar
    “Just got awarded a big multifamily deal…the model helped!” [read more] - Anonymous
    "Modeling is an essential skill set for real estate professionals ... [read more] - Attendee
    "Great class with a thorough instructor. Thank you." [read more] - Attendee
    "Great course! Highly recommended if you want to learn in-depth ... [read more] - Attendee
    "As good as an all day Real Estate Excel Modeling ... [read more] - Michael Mon
    “After completing the REFM class, I developed a clear and ... [read more] - Rob Quarton

Why Real Estate and REFM

The Value of Real Estate

Real estate investment and ownership creates and preserves wealth, enables financial independence, and drives positive change. It offers us the following unique benefits:
  • The use of the bank's and other people’s money. Real estate is the most accessible of the investment types, because we do not need to personally have a lot of cash or assets to get started.
    • Lenders are often more willing to finance a sound real estate investment than even a great business idea because real estate investments always involve collateral of indisputable value: land. With the aid of leverage, we can typically purchase something 5 times the amount of cash we have to invest.
    • Similarly, investors like real estate because it is tangible, easy to understand and offers attractive tax benefits. The ease of conveying the potential of the property allows us to raise equity capital with relatively less selling and storytelling than for a non-real estate investment opportunity.
  • Protection from inflation. Intelligently written real estate leases include rent escalations tied to an inflation Index, which protect the value of our cash flows in an inflationary environment. While the spending power from our savings account erodes, real estate cash flows offer consistent real rates of return.
  • Shielding from income taxes. Depending on the investment and the applicable accounting standards, we can often decrease our taxable income by significant sums. For instance, the US allows for shielding of income through the writing off of interest cost, through the depreciation of building structure and capital improvements, and through the amortization of loan points.