Basic Pro Forma Modeling Using Excel

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Start:
June 25 @ 8:00 am
End:
June 26 @ 5:00 pm
Category:
Venue:
ULI Headquarters
Address:
1025 Thomas Jefferson Street, NW, Suite 500 West, DC 20007 United States
Organizer:
David Mulvihill, Vice President, Professional Development
Phone:
202-624-7122
Email:

Other

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Constructing an accurate pro-forma is a crucial step in any real estate development venture. But without a background in finance, real estate professionals often do not completely understand their construction and function.

Now, even non-finance professionals can develop and manipulate a pro-forma like a pro! In this intensive two-day workshop, you’ll learn the techniques to program and develop a real estate pro-forma using Excel software. Get step-by-step instruction in the inputs, formulas, and techniques to construct and manipulate a pro-forma using basic principles of real estate finance. Gain a deeper understanding of the pro-forma as you apply new concepts in a structured, hands-on learning environment.

From site selection to cash flow to financing and valuation, you’ll leave this workshop with the tools, techniques, and skills to confidently use Excel to analyze various real estate development and investment scenarios.

Principal Instructor

Dick HaneyRichard L. Haney, Jr.
Professor of Real Estate and Finance
Mays Business School
Texas A&M University
College Station, TX

Dick Haney, PhD, is a specialist in real estate finance, development, and appraisal and a professor of real estate and finance. His teaching responsibilities include graduate courses in real estate finance, development, valuation, and mortgage market analysis. He has published widely in academic and professional journals and has extensive experience teaching professional development courses, including more than 20 years as an instructor in the ULI Real Estate School.

Registration Fee

ULI Member: $650
Non-member: $865
Govt. and non-profit member: $595
Govt. and non-profit member: $795

Accommodations and Course Location

Hotel accommodations are not included in the registration fee. If you would like to make hotel arrangements, please contact the appropriate hotel before the date indicated. You are advised to make your reservations as early as possible. NOTE: Hotel room blocks do not exist for programs held at ULI’s offices.

MEETING ONLY

ULI Headquarters 1025 Thomas Jefferson Street, N.W., Suite 500 W, Washington, D.C. 20007-5201 Telephone: 202.624.7000.

ACCOMMODATIONS ONLY

 

The Graham 1075 Thomas Jefferson Street, NW,  Washington, D.C. 20007
Reservations: 800.388.2410 or 202.337.0900

Holiday Inn Rosslyn at Key Bridge 1900 North Fort Myer Drive Arlington, Virginia 22209 Reservations: 800.315.2621 or 703.807.2000

The Four Seasons Hotel 2800 Pennsylvania Avenue, N.W., Washington, D.C. 20007 Reservations: 877.707.0843 or 202.342.0444

The Latham Hotel (currently closed for renovations) 3000 M Street, N.W., Washington, D.C. 20007 Reservations: 888.587.2377 or 202.726.5000

The Melrose Hotel 2430 Pennsylvania Avenue, N.W., Washington, D.C. 20037 Reservations: 800.635.7673 or 202.955.6400

Georgetown Suites 1000 29th Street NW & 1111 30th Street NW Washington, DC 20007 Reservations: 800-348-7203

Avenue Suites NW Hotel 2500 Pennsylvania Avenue Washington, DC 20037 Reservations: 877-736-2500

Program Highlights

  • Excel features, functions, calculations, and best practices.
  • Excel design guidelines for property pro-forma models.
  • Constructing simple and complex Excel property development pro-formas and Excel income pro-formas.
  • Applying different sensitivity analysis tools to Excel property development pro-forma spreadsheets and Excel income pro-forma spreadsheets.
  • Calculations, built-in functions, best practices, and exercises.
  • Pro-forma financial statement preparation.
  • Reverse engineering an existing spreadsheet’s formulas.
  • Using Excel’s solver function to identify and manipulate variable changes

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