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
- Finding your way around Excel
- Formatting & Conditional Formatting
- Shortcuts
- Functions & Nested Functions
- Extra Featured to Know about
- 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
- Introduction to the Investment Method
- Yield Terminology and Calculation Methods
- Discounted Cash Flow (DCF)
- Leverage
- 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
- What is a Real Estate Analyst?
- The Discounted Cash Flow (DCF)
- Key Performance Indicators (KPIs)
- Different types of Investors
- Understanding a Sales Brochure
- Understanding a Lease
- 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
- Cash Flow Set Up
- Acquisition
- Net Operating Income
- Capital Expenditure
- Sale
- 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
- Adding multiple assets
- Portfolio Cash Flow
- 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
- Using Returns & KPIs to make decisions
- 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
- Guidelines for doing modelling tests & common errors to look out for!
- Multiple Choice Assessment
- Un-leveraged DCF Modelling Test
"The beautiful thing about learning is that nobody can take it away from you."
