Introduction


An introductory course in which you will learn essential Real Estate financial modelling theory, functions and formulas.

This one day course has been developed to teach essential real estate financial modelling theory, functions and formulas to individuals working in the real estate sector. The training aims to give delegates a grasp of MS Excel and its usage in real estate cash flow modelling. You will be able to set up a financial modelling cash flow from a blank spreadsheet by using the most common shortcuts, formulas and functions. We will also cover the use of pivot tables to clean and organise your data.


This is an excellent starter/refresher course, whether you’re a recent graduate or a mid/senior professional.


On this course, you will…

Learn spreadsheet modelling best practice

Look over excel tips for general day to day use in MS Excel

Recognise spreadsheet navigation and presentation tricks

Understand financial mathematics & conventional valuations

Identify Real Estate cash flow model single-let common functions and formulas

Course Trainer


Ross Wilson, Senior Financial Modelling Trainer & Course Creator

Ross is a real estate investment consultant, engaging with clients on short to medium term work contracts to assist with the analysis of both debt and equity real estate investment opportunities. His work primarily involves building financial models in Excel, analysing deal economics, returns and sensitivities, preparing cash flows and financials, investment memoranda and underwriting materials for clients. Prior to working as a consultant, Ross worked for a number of years as a senior analyst and associate within the real estate investment banking and private equity space, working across a range of equity sales and debt financing.

Example Curriculum

  Bayfield Training | Executive Education
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  Introduction to the course
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  Section One: Foundations of Financial Modelling
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  Section Two: Building an Annual Cash Flow
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  Section Three: Developing the Cash Flow
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  Section Four: Making a Dynamic Cash Flow
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  Practice your Learning: Homework excercise
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  Extra Resources - Introduction to Real Estate FInancial Modelling- Step by step Manual
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  Wrap up
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Course Testimonials

★★★★★
“Really engaging and helpful course which covered a lot.”
Senior Surveyor, JLL
★★★★★
“Perfect speed with an excellent explanation for each section.”
Director, M&G
★★★★★
“Clear examples to work off which made it easier to follow.”
Graduate Surveyor, JLL

Course Price

What's Next?



After completing this course, you can explore additional courses to continue developing your modelling skills. See the options below, or contact the Bayfield team for guidance on the course that best suits your needs.

📧info@bayfieldtraining.com