ULI - Advanced Pro-forma Modeling Using Excel

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Advanced Pro-forma Modeling Using Excel

Date: April 12 - 13, 2012
Location: Chicago, IL
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This popular ULI workshop is designed for real estate finance professionals who want to build complex financial models using Excel. Students will develop their own spreadsheets for different property types that will allow them to model multiple real estate investment scenarios quickly and effectively.

Students will learn advanced tools in Excel and apply them immediately to their own Excel models. Important skills such as building construction loan and development models, using statistical skills to better understand real estate investments, developing reusable models, and auditing existing models will be addressed in detail.

Overview:

The opportunistic redevelopment of an office building
The construction and financing of a single-family housing subdivision
Using a partnership to raise money to purchase a stabilized shopping center
Using a partnership to raise an investment fund to finance multiple transactions

Who Should Attend
Real estate finance professionals interested in expanding their knowledge of financial concepts and Excel tools.

Requirements
Students taking this workshop are expected to have a basic knowledge of Excel and a firm grasp of basic real estate finance concepts such as time value of money, internal rate of return (IRR), and net present value (NPV).

A laptop computer with Excel 2003 or later is required.

Schedule
Registration: 8:00 a.m. to 8:30 a.m. on day 1
Program: 8:30 a.m. - 5:00 p.m. both days
Lunch: 12:00 p.m. - 1:00 p.m. both days

Instructor

Joshua Kahr
Principal
Kahr Real Estate Services
New York, New York

Joshua Kahr is the Principal of Kahr Real Estate Services, a consulting firm that specializes in financial modeling, market analysis, and financial software training. He has trained hundreds of people in how to use Excel to model real estate investments for numerous clients including Wall Street investment banks, top business schools, and investment firms. Kahr is currently an adjunct associate professor at Columbia University where he teaches a year -long real estate finance course in their MS in Real Estate Development program.

Prior to launching his consulting business in 2002, he worked in investment sales at GVA Williams and at a Credit Suisse backed investment firm that redeveloped environmentally contaminated real estate. Kahr recently authored his first book, Real Estate Market Valuation and Analysis (John Wiley and Sons: 2005).

Kahr has an MS in Real Estate from New York University and a BA in Economics from Reed College.

Accommodations and Workshop Location

Hotel accommodations are not included in the registration fee. Please note that ULI does NOT have a room block at the meeting hotel.

Chicago, Illinois Program
April 12-13, 2012

Holiday Inn Chicago Mart Plaza
350 West Mart Center Drive
Chicago, Illinois 60654
312-836-5000

or call 800-321-5011 with credit card information.

ULI Member: $650
Nonmember: $750
Government and non-profit: $595

Registration fee includes tuition, course materials, luncheons, and refreshments. There is an additional $100 charge for on-site registrations.

Cancellations, which must be made in writing or email to ULI’s Customer Service Department, will be subject to a $100 administrative fee. Cancellations must be received at least seven days prior to the start of the workshop to be eligible for a refund. No refunds will be granted thereafter. You may, however, transfer your registration, without penalty, to another member of your organization.

Group discounts apply if three or more employees from the same company or organization attend the same program. Call David Mulvihill at 202-624-7122 for a special price.

Program Highlights

Integrate statistical tools into your real estate investment models.

Build sensitivity tables that quantify changes in variables.

Learn how to use hidden functions in Excel to handle uneven cash flows.

Control models using custom-built forms, checkboxes, and menus.

Integrate Excel with other modeling software.

Develop reusable models and audit existing models.

Contact Professional Development

David Mulvihill
Vice President, Professional Development
Phone: 202-624-7122
E-mail: dmulvihill@uli.org

Questions? Special needs?
Contact ULI customer service at 800-321-5011 or 410-626-7505 or via email at customerservice@uli.org