Events

Intermediate Pro Forma - A Value Add Pro Forma

When

Jul 1, 2020 – Jun 30, 2021

Building on the introductory pro forma modeling with Excel course, or your own basic understanding of pro forma modeling, this course moves beyond your understanding of a basic property acquisition pro forma by introducing Excel functions and processes that can be used to analyze a property that needs renovation or major capital improvement.

Go to official site

Pricing

Pricing Members Non-Members
Private $ 395.00 $ 525.00
Public/Academic/Nonprofit $ 350.00 $ 525.00
Retired $ 395.00 N/A
Student $ 350.00 $ 525.00
Under Age 35 $ 395.00 $ 525.00

All prices are in USD

View Event Attendees

Details

Building on the introductory pro forma modeling with Excel course, or your own basic understanding of pro forma modeling, this course moves beyond your understanding of a basic property acquisition pro forma by introducing Excel functions and processes that can be used to analyze a property that needs renovation or major capital improvement. The project will take you through a case that will ask you to model initial financing using a transitional loan, and once income stabilizes, you will model financing with a permanent loan.

Each session starts with a conceptual discussion of the task at hand and you will receive instructions on how to complete the task. At the end of the course, you will have a pro forma model that is designed to analyze a value-added project. This model is yours to keep and may be modified (such as in the advanced pro forma course) to include more advanced features, such as a waterfall structure for modeling investment returns.