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Advanced Pro forma Modeling Using Excel


Advanced Pro-forma Modeling Using Excel Washington, D.C.
March 25 - 26, 2010

This new ULI workshop is designed especially for real estate finance professionals who want to build complex financial models using Excel. Students will develop their own spreadsheets for different property types that will allow them to model any real estate investment scenario quickly and effectively.

 Download Full Brochure (PDF)
 What You Will Learn
 Who Should Attend
 Requirements
 Instructor
 Accommadations/Workshop Location
What You Will Learn
  • Integrate statistical tools into your real estate investment models.
  • Build sensitivity tables that quantify changes in variables.
  • Learn how to use hidden functions in Excel to handle uneven cash flows.
  • Control model using custom-built forms, checkboxes, and menus.
  • Integrate Excel with other modeling software.
  • Develop reusable models and audit existing models.


Who Should Attend
Real estate finance professionals interested in expanding their knowledge of financial concepts and Excel tools.

Requirements

  • Students taking this workshop are expected to have a basic knowledge of Excel and a firm grasp of basic real estate finance concepts such as time value of money, internal rate of return (IRR), and net present value (NPV).

  • A laptop with a CD drive and Excel 2000 or later is required.



Instructor

Joshua Kahr
Principal
Kahr Real Estate Services
New York, New York

Joshua Kahr is the Principal of Kahr Real Estate Services, a consulting firm that specializes in financial modeling, market analysis, and financial software training. He has trained hundreds of people in how to use Excel to model real estate investments for numerous clients including Wall Street investment banks, top business schools, and investment firms. Kahr is currently an adjunct associate professor at Columbia University where he teaches a year long real estate finance course in their MS in Real Estate Development program.

Prior to launching his consulting business in 2002, he worked in investment sales at GVA Williams and at a Credit Suisse backed investment firm that redeveloped environmentally contaminated real estate. Kahr recently authored his first book, Real Estate Market Valuation and Analysis (John Wiley and Sons: 2005).

Kahr has an MS in Real Estate from New York University and a BA in Economics from Reed College.



Professional Development Certificate Program
ULI now offers two professional development certificates: the Real Estate Development Finance certificate and the Real Estate Development certificate. Workshop attendance can be applied toward earning a ULI professional development certificate. Get the recognition you deserve, and save money on selected education events! Call 800-321-5011, or visit the ULI Web site for applications and requirements at www.uli.org/ProDevCertificate.

Continuing Education Credit

ULI Continuing Education programs satisfy the continuing education requirements of many organizations including: the American Institute of Architects/CES, American Society of Landscape Architects, BOMI Institute, and the Society of Industrial and Office Realtors recertification program. Check with your professional organization or recertification body to determine further applicability. If you have any questions, please contact ULI Customer Service at 800-321-5011. This workshop provides 12 continuing education hours.

American Institute of Architects CES American Society of Landscape Architects BOMI Institute Society of Industrial and Office Realtors
Register Now

Register Now
or call 800-321-5011 with credit card information. 

Schedule

Registration:
8:00 a.m. to 8:30 a.m. on day 1

Program :
8:30 a.m. to 5:00 p.m. both days

Lunch:
12:30 p.m. to 1:30 p.m. both days

Registration Fee
ULI Member: $800 $600 special price
Nonmember: $995 $725 special price
Government and Nonprofit: $595 $395 special price

ULI professional development certificate program participants:
ULI Members: $725 $525 special price
Nonmembers: $925 $725 special price
Registration
Registration fee includes tuition, course materials, luncheons, and refreshments. There is an additional $100 charge for on-site registrations.

Cancellations, which must be made in writing to ULI’s Events Management Department, will be subject to a $100 administrative fee. Cancellations must be received at least seven days prior to the start of the workshop to be eligible for a refund. No refunds will be granted thereafter. You may, however, transfer your registration, without penalty, to another member of your organization. 

Group discounts apply if three or more employees from the same company or organization attend the same program. Call David Mulvihill at 202-624-7122 for a special price.
Accommodations and Workshop Location

Hotel accommodations are not included in the registration fee. If you would like to make hotel arrangements, please contact the appropriate hotel before the date indicated. You are advised to make your reservations as early as possible. NOTE: Hotel room blocks do not exist for programs held at ULI’s offices.

Washington, D.C. Program
November 19–20, 2009

Meeting Only
ULI Headquarters
1025 Thomas Jefferson Street, N.W.,
Suite 500 W, Washington, D.C. 20007-5201
Telephone: 202.624.7000.
Cancellation deadline for workshop: November 12, 2009.

Accommodations Only
Hotel Monticello
1075 Thomas Jefferson Street, N.W.,
Washington, D.C. 20007
Reservations: 800.388.2410 or 202.337.0900

The Four Seasons Hotel
2800 Pennsylvania Avenue, N.W.,
Washington, D.C. 20007
Reservations: 877.707.0843 or 202.342.0444

The Latham Hotel
3000 M Street, N.W.,
Washington, D.C. 20007
Reservations: 888.587.2377 or 202.726.5000

The Melrose Hotel
2430 Pennsylvania Avenue, N.W.,
Washington, D.C. 20037
Reservations: 800.635.7673 or 202.955.6400

Questions? Special needs?
For additional information, contact ULI Customer Service at 800-321-5011 (+1-410-626-7505 outside the U.S.).
Contact Professional Development

David Mulvihill
Vice President, Professional Development
Phone: 202-624-7122
E-mail: dmulvihill@uli.org

Cary Sheih
Senior Associate, Professional Development
Phone: 202-624-7161
E-mail: csheih@uli.org