Introduction
Master unit-level financial modelling techniques for repositioning underperforming residential assets.
This hands-on course guides participants through building a fully integrated, unit-by-unit cash flow model for value-added residential investments. The case study focuses on a residential asset repositioning strategy with the objective of delivering high-quality, premium rental apartments.
- The model begins with an already built, stranded asset that an investor intends to retrofit to meet modern standards.
- The retrofitting process occurs as existing tenants vacate the property.
- The investor will retain ownership of the residential complex to lease the upgraded units to new tenants.
If you’re looking to master the modelling of these types of assets, this course will provide you with advanced skills and guide you in applying best practices to your work.
Teaching Technique: The course will be led by our facilitator, an industry expert, who will guide you through a step-by-step process, enabling you to construct the model alongside their instruction.
Learning Outcomes
By the end of this course, participants will be able to:
- Build a unit-by-unit residential cash flow model from scratch
- Model retrofit strategies for underperforming (stranded) assets
- Analyse rental income, vacancy, and post-refurbishment performance
- Incorporate financing to create levered cash flow models
- Apply sensitivity analysis to assess investment risk
- Present results through dashboards and investor-ready outputs
Course Curriculum
- Acquisition Cost Inputs & Cash flow (16:35)
- Development Inputs and Cash flow (48:41)
- Investment/Reversion Cash flow: Exit/Sales Proceeds (15:03)
- Operating Cash flow I: Passing Rental Income (22:59)
- Operating Cash flow II: Post-refurbishment Model (44:19)
- Operating Cash flow III: Vacancy, Net Rental Income & NOI (27:22)
- Unlevered CF and Performance Return Metrics (11:11)
✔ Step-by-step guidance to build a full value-add residential model
✔ Hands-on case study based on a real retrofit investment scenario
✔ Advanced Excel techniques and modelling best practices
✔ Sensitivity analysis and performance metrics tools
✔ Downloadable model files and course materials
✔ Certificate upon completion
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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