Excel Foundations · Part of the EiP Academy

Excel Foundations for Real Estate Analysts

Build a strong foundation in Excel with the essential functions, shortcuts and formatting techniques you need for real estate financial modelling.

Beginner

7.5 CPD hours

about this course

Excel for property, not generic tutorials

This course teaches the Excel skills behind real estate financial modelling, investment analysis and commercial property reporting.

It uses practical property examples rather than generic tutorials, and shows you how to work faster, avoid common spreadsheet mistakes and build cleaner models.

Who this course is for

Aspiring real estate analysts and graduates

Surveyors and valuation professionals

Real estate investment and development professionals

Students preparing for analyst or modelling roles

Professionals moving into commercial real estate

Anyone strengthening their Excel modelling foundations

What you'll end up with

This is what you'll learn to do

By the end of the course, you will move around Excel with confidence and build a clean, beginner-friendly property model.

  • Move around Excel quickly with keyboard shortcuts

  • Format a workbook so it is clear to read and ready to present

  • Use the functions analysts rely on every day, including SUM, IF, INDEX MATCH and IFERROR

  • Use key real estate functions like IRR and NPV

  • Spot, trace and fix errors before anyone else sees them

What you will learn

Skills you can use at work straight away

  • Keyboard shortcuts and navigation

  • Relative and absolute references

  • Formatting for analysis and reporting

  • SUM, IF, INDEX MATCH and IFERROR

  • Dates with EOMONTH and EDATE

  • IRR, XIRR, NPV and XNPV

  • Conditional formatting and drop-downs

  • Error checking and troubleshooting

Practical examples

Excel examples and downloadable files to work through.

Supporting materials

Everything you need alongside the lessons.

Academy access

Included in the EiP Academy, with future updates while your membership is active.

Want more than one course?

Get all our courses in the EiP Academy

All of our courses, the EiP Model Library and a community of property professionals, in one membership.

FAQs

Is this course suitable for complete beginners?

Yes. It starts with the basics, such as the ribbon, saving and formatting, and builds up to the functions analysts use every day. You do not need advanced Excel knowledge before you join.

Is this a generic Excel course?

No. The examples come from commercial property, so you practise on property tasks such as reviewing a tenancy schedule rather than made-up sales data.

Which Excel functions does the course cover?

Dozens of functions and tools, including SUM, IF, SUMIFS, INDEX MATCH, OFFSET, IFERROR, EOMONTH, IRR, XIRR, NPV and XNPV.

How long will I have access?

You have unlimited access for 12 months, in line with the EiP Academy, which is a 12-month programme. Nothing renews automatically, and you can renew when the period ends.

Do I get instant access?

Yes. Access is sent to you by email as soon as your order is confirmed.

Is this course included in the EiP Academy?

Yes. It is included in the EiP Academy, together with the other courses, the EiP Model Library and a community of property professionals. If you want more than one course, take a look at the Academy.

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