Introduction to Excel for Real Estate Professionals

Course Overview and Objectives

Meet Your Instructor

What is Included?

Course Materials

Getting Around

Before you begin...

Participant Contact Exchange (Optional)

Course Introduction

What is Excel?

Why Master Excel?

Before Your First Zoom Class (Please read)

Tuesday, January 7, 2025 12-1pm ET - Join Zoom here!

Materials from Session 1

Thursday, January 9, 2025 12-1pm ET - Join Zoom here!

Materials from Session 2

Tuesday, January 14, 2025 12-1pm ET - Join Zoom here!

Materials from Session 3

Project Evaluation Criteria

Excel Layout

Basic Functions

Common Math Functions

Time Value of Money

Finance Functions

Investment Evaluation- NPV & IRR

Date Functions

Conditional Formulas

File Shortcuts

Moving Around

Selecting Data

Editing Shortcuts

Real Estate Models Layout

Layout to Model Inputs and Outputs

Building Our Model

Formatting the Model

Number Formatting

Cell Names, Troubleshooting Formulas, and High Level Reports

Advanced Applications of Conditional Formatting

What is an Amortization Schedule?

Building Amortization Schedule

IPMT / PPMT

What is Debt Service?

Debt Service

XNPV / XIRR

Sensitivity Analysis

Scenario Analysis

Test Your Knowledge

Introduction to Excel for Real Estate Professionals Quiz

Your Thoughts

Thank You