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Real Estate Investor
Discounted Cash Flow

Course Length — 8 weeks

CPD Hours — 24

Course Level — Beginner to Intermediate

Mentoring — 6 months access to monthly group hot-seat call

Price — £1,197

The Real Estate Investor: Discounted Cash Flow course is a game-changer, masterfully blending property knowledge and financial modelling skills.

It's a comprehensive journey where we solidify your understanding of Excel, Valuation, and Real Estate basics, then meticulously guide you to construct a versatile multi-let single-asset model, and later to convert it into a portfolio model.

Upon completion, you're primed to sit our industry-standard Modelling Test to earn your qualification as a Certified Real Estate Analyst.

Learning Objectives

By the time you’ve finished this course, you will be able to do the following with confidence.

  • Learn how to use Excel, including key features such as functions, shortcuts, and error checking.
  • Understand the different methods of Valuation, Yield terminology and calculation methods
  • Understand what a Discounted Cash Flow (DCF) is and how it works
  • Learn commonly used Key Performance Indicators (KPIs) for assessing property investments
  • Understand the different types of property investors
  • Understand the process for buying an asset and the costs involved
  • Be able to read and understand leases and key lease terms
  • Understand a tenancy schedule
  • Understand different kinds of capital expenditure
  • Be able to build a 10-year single asset, multi-tenant, Discounted Cash Flow (DCF)
  • Convert the single asset DCF into a portfolio DCF
  • Understand how to analyse and evaluate a single asset or portfolio using DCF, KPIs and Summaries

Other Extras

Along with the learning objectives listed above, you’ll also receive the following.

  • Develop Excel Skills
  • Learn Valuation Skills
  • Discounted Cashflow from Scratch
  • Done For You Gantt Template
  • 50 Excel Shortcuts
  • Lifetime Access

Course Modules

Excel: Level Up 1.0

01

Summary

Study Time
Video Length
Course Level

2 Hours
92 Minutes
Beginner > Intermediate

What to Expect

The only way to Excel in Property is to excel in Excel first! During the first module of this course we’ll teach you the ins and outs of spreadsheets. For beginners – we’ll start by showing you how to navigate your way around Excel. We’ll cover basic functions, formatting and shortcuts. We’ll then take it up a level showing you how to layer functions, use pivot tables, and more!

Chapters
  1. Finding your way around Excel
  2. Formatting & Conditional Formatting
  3. Shortcuts
  4. Functions & Nested Functions
  5. Extra Featured to Know about
  6. Reviewing & Troubleshooting

Real Estate: Valuation

02

Summary

Study Time
Video Length
Course Level

1 Hour
43 Minutes
Beginner > Intermediate

What to Expect

Before we dive into the details of a Discounted Cash Flow, our guest expert, Jo Winchester FRICS, is going to take you on a little trip down Valuation lane. She’ll boost your valuation knowledge so that when we start throwing some analyst lingo at you later, you know what we’re talking about!

Chapters
  1. Introduction to the Investment Method
  2. Yield Terminology and Calculation Methods
  3. Discounted Cash Flow (DCF)
  4. Leverage
  5. Relating Yields to physical Real Estate

Real Estate: The Fundamentals

03

Summary

Study Time
Video Length
Course Level

1 Hour
52 Minutes
Beginner > Intermediate

What to Expect

Now that you excel in Excel and Valuation - it’s time to excel in Property! Whether you have studied Real Estate, worked in Real Estate, or are a complete novice, this module will teach you the fundamentals around tenants, landlords, investors, and more.

Chapters
  1. What is a Real Estate Analyst?
  2. The Discounted Cash Flow (DCF)
  3. Key Performance Indicators (KPIs)
  4. Different types of Investors
  5. Understanding a Sales Brochure
  6. Understanding a Lease
  7. Understanding a Tenancy Schedule

DCF – Value a single multi-tenanted
asset using DCF

04

Summary

Study Time
Video Length
Course Level

9 Hours
3 Hours 4 Minutes
Intermediate

What to Expect

We’ve laid the fundamentals, so now it’s time to move on to the heavy modelling. Using our pre-provided template, we’ll show you how to build up a tenancy schedule into a fully flexible un-leveraged cash flow.

Chapters
  1. Cash Flow Set Up
  2. Acquisition
  3. Net Operating Income
  4. Capital Expenditure
  5. Sale
  6. Returns and KPIs

DCF –  Convert an asset model
to a portfolio model

05

Summary

Study Time
Video Length
Course Level

4 Hours
16 Minutes
Beginner > Intermediate

What to Expect

Once you have created one fully flexible asset cash flow, it’s easy to turn that model into a portfolio. In this module, we’ll show you how to quickly go from 1 asset to 20 assets, and then produce some sexy outputs to impress your boss.

Chapters
  1. Adding multiple assets
  2. Portfolio Cash Flow
  3. Returns & KPIs

Decision Making/Investment Memos

06

Summary

Study Time
Video Length
Course Level

1 Hour
10 Minutes
Intermediate

What to Expect

In our final module, we’ll talk you through how the model that you have built can be used to make real-life investment decisions. We’ll show you examples of good and bad Investment Committee (IC) memos, and make sure you become an invaluable asset to your team.

Chapters
  1. Using Returns & KPIs to make decisions
  2. Understanding an IC memo

DCF Modelling Test

07

Summary

Study Time
Video Length
Course Level

3.5 Hours
17 Minutes
Intermediate

What to Expect

Now you’ve reached the end of the course, you have the chance to sit a real-life modelling test – preparing you for future job interviews and making you a Certified Real Estate Analyst.

Chapters
  1. Guidelines for doing modelling tests & common errors to look out for!
  2. Multiple Choice Assessment
  3. Un-leveraged DCF Modelling Test

"The beautiful thing about learning is that nobody can take it away from you."

BB KING

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