✔ 12 months access
✔ Advanced Modelling
✔ Waterfalls & Promotes
✔ Risk Analysis
Introduction
Through hands-on, practical instruction, you’ll learn to build complex financial models that incorporate senior and mezzanine debt, preferred returns, distribution waterfalls, promote structures, and advanced risk analysis tools such as Monte Carlo simulations and scenario testing.
The course also introduces the integration of Python and Excel to enhance the precision and scalability of your models.
If you’re ready to deepen your modelling expertise in capital structuring and return analysis, this advanced certificate is your next step.
Learning Outcomes
By the end of this course, participants will be able to:
- Build advanced project‑ and partnership‑level real estate cash flow models with confidence
- Construct and evaluate complex capital structures including senior & mezzanine debt
- Model preferred returns, promote allocations, and tiered waterfalls accurately
- Apply sensitivity, scenario, and Monte Carlo risk analysis techniques to investment models
- Interpret model outputs to support strategic investment decisions
Course Curriculum
Welcome | Capital Structures and Waterfalls: PERE Modelling
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Module 1 | Introduction to Private Equity Real Estate
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Module 2 | Performance Metrics, Key Pitfalls in PERE
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Module 3 | Capital Structures & Stakeholders Priority
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- Introduction (1:00)
- Typical Capital Structure in PERE (3:21)
- Unlevered Cash flow (Hands-On) (16:29)
- Debt Capital - Senior Loans (11:47)
- Case study: Senior Loan Cash flows (Hands On) (15:13)
- Debt Capital - Mezzanine Finance & other loans (4:52)
- Case Study- Mezzanine Finance Cashflow (Hands On) (11:56)
- Test your Knowledge
- Exercise Solution
- Summary
Module 4| Performance & Promote Structure/ Waterfall structures
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Module 5 | Risk Analysis
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Wrap up
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after you enroll
What you get with this course:
✔ Full 12-month access to the course platform
✔ Hands‑on advanced financial modelling exercises
✔ Practical waterfalls & capital structure case studies
✔ Step‑by‑step guided instruction from industry practitioners
✔ Certificate of completion
✔ Hands‑on advanced financial modelling exercises
✔ Practical waterfalls & capital structure case studies
✔ Step‑by‑step guided instruction from industry practitioners
✔ Certificate of completion
Student Discount Available
Students may be eligible for a discounted rate on this course. For more information, please contact our sales advisor:
Jacob Noble
j.noble@bayfieldtraining.com
Students may be eligible for a discounted rate on this course. For more information, please contact our sales advisor:
Jacob Noble
j.noble@bayfieldtraining.com
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