Introduction to Real Estate in Excel

A Real Estate financial model is the abstract representation of an investment scenario. Building a Real Estate Financial Model requires theory, maths and excel.

This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector. The training aims to give delegates a grasp of MS Excel and its usage in real estate cash flow modelling. You will be able to set up a financial modelling cash flow from a blank spreadsheet by using the most common shortcuts, formulas and functions. We will also cover the use of pivot tables to clean and organise your data.

This is an excellent starter/refresher course, whether you’re a recent graduate or a mid/senior professional.

On this course, you will…

  • Learn spreadsheet modelling best practice
  • Look over excel tips for general day to day use in MS Excel
  • Recognise spreadsheet navigation and presentation tricks
  • Understand financial mathematics & conventional valuations
  • Identify Real Estate cash flow model single-let common functions and formulas

Who will benefit from this course?

  • Graduate Real Estate professionals
  • Real Estate professionals at any level with exposure to Real Estate financial models on a frequent basis
  • APC candidates
  • Mid-Senior professionals looking for a refresher on core model building skills and best practice
  • Any professionals looking to learn how to build a Real Estate focused model from scratch.

Course Outline

Day One

Conventional Valuations
  • Term & Reversion
  • Layer Method
  • Over Rented
  • Equivalent Yield
Real Estate Cash Flow Models (Single-Let)
  • Annual Discounted Cash Flows
    • “What If” Analysis
  • Quarterly Discounted Cash Flow
  • Cash Flows with Rent Review
  • Multiple Rent Reviews
  • NPV, IRR, Equity Multiple, Cash on Cash

Additional topics:

  • IF, SUMIF & Switches’
  • Sensitivity Analysis: Data Table & Changing Calculation Options

Other Excel tips and tricks, including navigation and presentation:

  • Functions and formulas included: General formatting, data entry, manipulation and creating formulas, Copy/Paste and general navigation with shortcuts, Solver (used to calculate equivalent yield), Scenarios, Customise spreadsheet, Navigation Shortcuts, SUM, TODAY, PV, IRR, EDATE, EOMONTH, DAY, MONTH, YEAR, NPV, YEARFRAC

Included With Course

  • Post-Course Support
    • Two months of Questions and Answers.
    • One year of support is available for an additional fee – Request for more information.*
  • Certificate & LinkedIn Proficiency Badge
  • Online Learning Platform access
    • Course Manual – Digital
    • Course Files
    • Further Learning Resources (Reading, Files, Videos)
  • Hard-copy Course Manual* If purchased separately
    * Included with In-Person Booking.

Course Testimonials

I thought the session was run extremely well and the instructor made it all very comprehensive. Also, I think the manuals were extremely helpful as it was pretty much a step-by-step guide and explained why each calculation was relevant. It was exceptional.

– Graduate Surveyor, JLL

Really engaging and helpful course which covered a lot. The trainer was great.

Senior Surveyor – JLL

Perfect speed with an excellent explanation for each section.

Director, Asset Management – M&G Real Estate

Course Details

Pricing – Public Course

In-Person: £600 +VAT
Virtual: £500 +VAT*
* Hard copy course manual can be bought for an additional fee.

Upcoming Dates – Public Course Dates

Number of days: One day
Course type: Financial Modelling
Course level:
Pre-requisite: None
CPD Hours: 7 Hours

Are you currently studying?

How to Book

Course Bookings:

Jacob Noble
[email protected]

Course Delivery & Administration:

Emma Wilson
[email protected]

Want to know more?

Webinar Videos

Real Estate Asset Cash Flow – Introduction to Real Estate Financial Modelling

Annuity vs Perpetuity  – Introduction to Real Estate Mathematics