On-Demand Event
Course Summary:

In this course, you will learn to create a basic multifamily investment pro forma. This course is designed for those who have not completed a pro forma from scratch.

You will begin with an overview of financial modeling, and the course introduces/reviews a variety of Excel functions that are commonly used in building pro formas. Starting from a blank spreadsheet, you will receive step-by-step instructions in building the components of a financial model, including uses and sources of funds, mortgage amortization, cash flow projections, and property reversion.

By the conclusion of the last session, you will have completed your own investment pro forma.

Course Summary:In this course, you will learn to create a basic multifamily investment pro forma. This course is designed for those who have not completed a pro forma from scratch.

You will begin with an overview of financial modeling, and the course introduces/reviews a variety of Excel functions that are commonly used in building pro formas. Starting from a blank spreadsheet, you will receive step-by-step instructions in building the components of a financial model, including uses and sources of funds, mortgage amortization, cash flow projections, and property reversion.

By the conclusion of the last session, you will have completed your own investment pro forma.

Details
Format

The course is eight hours long, delivered in four two-hour modules. It is available in a convenient on-demand format.

Type

On-Demand Course

Experience Level

Foundational

Career Stage

Beginning Professional

RELATED
Reading List

2023 Winter Issue of Urban Land

The 2022 Winter issue of Urban Land is now available for ULI members. The cover topic is "Exacting Standards: Outlook for property and development in 2023 ." Other topics include "Best Practices: Global Awards for Excellence," "Fall Meeting: Dallas D...
Events Library

2022 ULI Fall Meeting—Industry Insights and Trends Sessions The Responsible Property Investment Council

Fifty Shades of Green: Today’s Specialty Financing Vehicles for ESG Strategies  To enhance the understanding and application of green financing, including but not limited to C-PACE; and learn about evaluating the effectiveness and impact on underwrit...
Video

Financing Decarbonization: The Great Real Estate Investment Opportunity of the Decade? - 2022 Fall Meeting

This panel will share their experiences in financing net zero buildings, and in building low- and lower-carbon real estate funds. Net zero projects and funds are unlocking new sources of capital—often with better rates and terms—but building toward n...
Topics
Finance & Investment Development

Pro Forma Excel Modeling I

Register

Featured Content Pillars

  • Housing and Communites
  • Real Estate Finance and Investment
  • Shaping Successful Cities and Regions
  • Sustainability and Economic Performance
  • Innovation in Development Practice