Basic Pro Forma Modeling Using Excel

« Back to Events
This event has passed.
Event:
Basic Pro Forma Modeling Using Excel
Start:
January 10, 2013 8:00 am
End:
January 11, 2013 5:00 pm
Organizer:
David Mulvihill, Vice President, Professional Development
Phone:
202-624-7122
dmulvihill@uli.org
Updated:
September 28, 2012
Venue:
Magnolia Hotel Houston
Phone:
713-221-0011, 800-915-1110
Address:
1100 Texas Avenue, Houston, TX, 77002, United States

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! Designed especially for non-finance professionals who want to use Excel software to develop and program a real estate pro-forma, 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.

Registration Fee

ULI Member: $650
Nonmember: $750
Government and non-profit: $595

Registration fee includes tuition, course materials, luncheons, and refreshments. There is an additional $100 charge for on-site registrations.

Cancellations, which must be made in writing or email to ULI’s Customer Service Department, will be subject to a $100 administrative fee. Cancellations must be received at least seven days prior to the start of the workshop to be eligible for a refund. No refunds will be granted thereafter. You may, however, transfer your registration, without penalty, to another member of your organization.

Principal Instructor

Richard 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.

+ Google Calendar

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

Tweets from @ULI_Education

  • ULI Education: ULI Real Estate School is coming to the beautiful Wateview Conference Center in Arlington. Download the 2014 Catalog http://t.co/r4i2JT1vrU 6 days ago

  • ULI Education: First course towards ULI Pro forma Modeling Certificate now available on-demand. http://t.co/nP5N3T2yFU. 6 days ago

  • ULI Education: First ULI online pro forma certificate course begins today. View it live today or later at your convenience. http://t.co/UOaB2v0PW7 3 weeks ago

[ Follow us on Twitter ]