Pro forma Modeling
Collapse Excel Tips and Shortcuts for Real Estate Professionals
Do you know how to use Excel to build quick models but would like to learn how to reuse what you build? The biggest challenge for intermediate Excel users is to learn how to build models that are not only powerful and customized for a particular project, but also contain reusable components. This information-packed webinar will present tips, shortcuts, and strategies so that you can reuse what you build in multiple models and save substantial time.

Attendee Takeaways:
  • Learn how to structure your financial models to maximize efficiency
  • Learn how to build a library of reusable tools
  • Learn how to best plan your “attack” when designing a financial model
Formats Available: Streaming
Original Program Date: October 18, 2016
On-Demand Release Date: Available Now
MORE INFOMORE INFO Excel Tips and Shortcuts for Real Estate Professionals
Collapse Pro forma Modeling with Excel Part II: Construction Draws and Rent Roll (July 2018)
Formats Available: Streaming
Original Program Date: July 16, 2018
On-Demand Release Date: Available Now

Approved Credit:
  • ULI: 8.00 hours Attendance

  • MORE INFOMORE INFO Pro forma Modeling with Excel Part II: Construction Draws and Rent Roll (July 2018)
    Collapse Pro forma Modeling with Excel Part II: Construction Draws and Rent Roll (October and November 2018)

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    Formats Available: Streaming
    Original Program Date: October 23, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • ULI: 8.00 hours Attendance

  • MORE INFOMORE INFO Pro forma Modeling with Excel Part II: Construction Draws and Rent Roll (October and November 2018)
    Collapse Pro Forma Modeling with Excel: Investment Waterfall Distributions (March 2018)

    This is the third course for the ULI Certificate in Commercial Real Estate Pro-forma Fundamentals. 

     

    This third modeling course introduces students to the theory and practical construction of “waterfalls” for existing and new Microsoft Excel spreadsheet models.

     

    The waterfall is the method of distributing profits among partners within a transaction. In more complex transactions, profits are not distributed pari passu. (Pari passu is the proportional distribution of profits according to the percentage of capital invested—for example, with an investor who provides 80 percent of the capital receiving 80 percent of the profit.)

     

    During the first session, students will gain a theoretical understanding of what a waterfall is, as well as be exposed to the Microsoft Excel functions required to construct a waterfall. In the second session, students will construct a waterfall from a blank spreadsheet that can be incorporated into all existing spreadsheet models.

     

     

    Students Will Learn

    • Basic types of equity partnership distributions.
    • The key inputs to the waterfall distribution from a joint venture agreement.
    • How to model variable-return distributions to the project sponsor and equity investor.
    • Advanced valuation formulas in Excel.
    • How to "bolt on" the waterfall to all existing pro forma models
    Formats Available: Streaming
    Original Program Date: March 29, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • ULI: 4.00 hours Attendance

  • MORE INFOMORE INFO Pro Forma Modeling with Excel: Investment Waterfall Distributions (March 2018)
    Collapse Pro forma Modeling with Excel: The Investment Pro forma (April and May 2018)
    Formats Available: Streaming
    Original Program Date: June 08, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • ULI: 8.00 hours Attendance

  • MORE INFOMORE INFO Pro forma Modeling with Excel: The Investment Pro forma (April and May 2018)
    Collapse Hotel Pro Forma Development for the Beginner
    Held over four sessions, this new online workshop will guide students step-by-step through the construction of a development pro forma for a mid-size hotel property. Beginning with a blank spreadsheet, the program will take students through the entire project from development through sale. Students will be instructed in the basic differences between a hotel pro forma model and other asset classes such as office or multifamily and the corresponding inputs and structure. At the end of the last session, participants will have completed their own hotel pro forma that will actively link to a cash flow page, allowing students to understand the basic valuation of a hotel and how investment decisions are made. 

    Each session of the workshop is designed to build on the previous one with each participant having a completed pro forma model at the conclusion. Participants will use learned skills to independently build individual sections and maintain the pace of the workshop. However, to avoid the possibility of anyone falling behind, the completed stages will be distributed the evening of each completed workshop. At the conclusion of the workshop, the instructor’s copy will be distributed, which will provide, at a minimum, a working hotel pro forma model for each participant.
    Formats Available: Streaming
    Original Program Date: March 28, 2013
    On-Demand Release Date: Available Now
    MORE INFOMORE INFO Hotel Pro Forma Development for the Beginner
    Collapse Pro Forma Modeling a Single-Family-Home Community
    Held over four sessions, this new online live program will focus on developing a single-family residential builder pro forma. The program will model and value a 50-lot single-family-home community. The model will assume the developer/builder is working with finished lots. Unlike a typical commercial model, this model does not include construction of an amortization table; instead, a residential builder uses a rolling facility. This construct will be explained in detail in session three of the course. 

    Each session of the workshop will build on the previous one, with each participant having a completed pro forma model at the conclusion. 

    Formats Available: Streaming
    Original Program Date: July 16, 2013
    On-Demand Release Date: Available Now
    MORE INFOMORE INFO Pro Forma Modeling a Single-Family-Home Community