Pro Forma Fundamentals Certificate - Winter 2025
This certificate provides entry and intermediate professionals with a fundamental understanding of pro forma analysis through spreadsheet modeling-- from the basic multifamily pro forma to value add, development, and investment waterfalls pro formas.
Here's what you'll learn:
Enroll in this learning track and beging your journey to improving your skills.
Introduction to Excel for Real Estate Professionals - Winter 2025
In this course, you will learn how to set-up, navigate, and effectively use Excel spreadsheets. This course is recommended for non-finance real estate professionals who wish to obtain new, and enhance existing, Excel skills.
Pro Forma I: Excel Modeling - Winter 2025 - January
In this hybrid course, you will learn to create a basic multifamily investment pro forma. This course is designed for those who have not completed a pro forma from scratch.
Pro Forma II: A Value Add Pro Forma - Winter 2025
Building on the introductory pro forma modeling with Excel course, or your own basic understanding of pro forma modeling, this course moves beyond your understanding of a basic property acquisition pro forma.
Pro Forma II: A Development Pro Forma - Winter 2025
This course will focus on the pre-development phase during which all critical decisions about the project have to be made in order to obtain financing to commence construction.
Pro Forma II: Investment Waterfalls - Spring 2025 - April
Modeling investment waterfalls is the most complex task in developing a pro forma, but it doesn’t need to intimidate you. In this course, you will develop the skills to be able to produce your own investment waterfall pro forma.