01.
Course Description

Building an accurate proforma is a crucial first step in every real estate investment or development venture. Mastering Microsoft Excel’s financial analysis capabilities can make proforma models more accurate and bring enhanced meaning to sensitivity analyses. In this class, students learn step-by-step instructions for creating an accurate proforma for analyzing the financial performance of commercial and investment real estate.

The class is designed specifically for real estate professionals interested in expanding their knowledge of financial concepts and Excel tools. Students learn Excel’s advanced tools financial analysis functions and then apply them to their own investment and development models.

During the course, students develop their own spreadsheets that allow them to quickly and effectively model a variety of real estate investment scenarios. The course concludes with students building a complex financial investment model using Excel. Financial concepts such as compounding and discounting, internal rate of return (IRR), and net present value (NPV) are explained in detail.

02.
Price

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495.00 / list price
455.00 / member price
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Prior to registering, please review our program policies and guidelines for important information about cancellation and tuition.

03.
Course Concepts

Excel applications covered include:

  • Logic functions
  • Absolute and relative references
  • Midpoint discounting and XIRR
  • Reinvestment and MIRR
  • Goal seek
  • Hyperlink, Data Validation, Group and Ungroup
  • And many more

04.
Instructor

Jeff Engelstad, CCIM
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Jeff Engelstad

Jeff Engelstad, CCIM, FRICS, is a clinical professor at the University of Denver. During his more than 35 years in commercial real estate, Engelstad has specialized development and real estate financial analysis.

Engelstad has been a CCIM Institute instructor since 2007 and a professor with the University of Denver since 1994. He was awarded REALTOR® of the Year in 2001 and the 1996 Presidents Distinguished Service Award by the Aurora Association of REALTORS®.

Engelstad earned his Bachelor of Science and Master of Science in Real Estate and his Ph.D. in Urban Geography from the University of Denver.

05.
Have questions? Talk to a human

We are here to answer all your questions about each course. Our solution center team is available Monday through Friday 8:30 a.m. - 5:00 p.m. at +1 (312) 321-4460, option 2, or courseinfo@ccim.com.
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06.
Continuing education credits

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For more information about continuing education contact us at cecredit@ccim.com or +1 (312) 321-4460 ext. 8566.