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Our Services

Business Consultation

Financial Modeling Training

Master financial modeling tools

We provide personalized, one-on-one training to help you master real estate financial modeling at your own pace and on your schedule. Whether you are investing on your own behalf or you aspire to work for a large institution and want to learn how to structure complex joint venture waterfalls, we can simplify the process.

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Learn how to build and analyze real estate financial models in Excel for any product type, from simple models for single family rentals all the way up to complex models for high rise office buildings, and everything in between.

 

Examples of topics we cover include:

+  Modeling Best Practices: Structuring your model and writing your formulas to make it easier to use and reconcile
+  Underwriting Models: Projecting returns on a potential acquisition
+  Asset Management Models: Combining historical cash flows with a forecast and estimating total returns over an entire hold period
+  Development Models: Cash flow modeling for ground-up development of various product types
+  Debt Modeling: Fixed, interest only, or variable rate debt using a SOFR or treasury curve 
+  Joint Venture Structuring/Waterfall Modeling: Building a multi-tiered waterfall to project returns for each investor

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*We also teach Argus; however, students must have their own license.​*

Job Search and Interview Coaching

Land your dream job in real estate investment management

With prior experience hiring for a real estate private equity firm, we have read thousands of resumes, conducted hundreds of phone and in-person interviews and Excel tests, and evaluated candidates for entry- through mid-level analyst positions in real estate asset management as well as business intelligence.

 

Let's work together to get you into your dream job. We will:

+  Evaluate your current qualifications

+  Offer suggestions on how to make you a more viable candidate

+  Help with resume writing
+  Perform mock interviews

+  Work through Excel case studies you would see in a job test

Handshake During Interview
Job interview

Career Coaching

Launch your career in real estate modeling

Get started developing your career roadmap and job hunting strategy. We can draw on personal experiences of what has or has not worked for us, as well as our own experiences being on the other side of the table. Once we understand your long term goals, we can discuss what types of roles and further professional development will help you get there.

Consulting Work

Expert Financial Modeling Consultancy

While teaching others is our focus, we are also available for consulting work. Please reach out if you are in the need of modeling related consulting work. Some of the areas we can assist in are:

+  Business process improvement related to budgeting, forecasting, reporting and underwriting
+  Auditing of existing financial models
+  Creation of new models or templates
+  Construction of waterfall structures
+  Group training

+  Portfolio/fund level consolidation of asset level data

Stock Market Analysis

Need help with something else?

Contact us to get started.

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