Excel-Based Real Estate Financial Modeling Training

Online Mixed-use Apartment Development Modeling Interview Test Training on Friday, December 6, 2024 - 2PM to 6PM

In this four-hour online session over Zoom, you will learn how to approach and solve a real estate private equity interview-style case study for merchant builder development of a mixed-use (multifamily and retail) property that includes an equity joint venture partnership cash flow waterfall.

You will be provided with an unlocked Excel file that contains a set of assumptions for use as inputs in the projection model. The file will also contain a completed solution to the test that you can reference at any time during the training. The completed solution manifests best practices valued by top employers, such as a clean and clear presentation, formatting of inputs distinct from outputs, and use of conditional statement logic to allow for dynamic modeling and data table-based sensitivity analysis.

The trainer will set the stage for the most efficient way to approach the analysis given the short completion window afforded by employers for these exercises. Next, the trainer will proceed to construct the solution line by line while narrating the business logic behind the technical formula construction.

You are encouraged to ask questions as they arise.

Note: there is required advance preparation of watching a 15-minute video. The live session will assume that all have completed this prep.

Also included in materials provided to participants:
- a tip sheet on how to stand out and avoid common pitfalls in the technical interview
- a sample one-page Investment Committee-style write-up on the analysis, which exemplifies how to concisely present findings/recommendations
- REFM's monthly-based projection model tutorial unlocked Excel file.

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Co-hosted with: Wharton Undergraduate Real Estate Club

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