Excel in Property

Advanced Financial Modelling.

Solve real-world challenges with confidence.

Financial modelling is about more than just numbers—it’s about solving real-world challenges, making confident decisions, and presenting insights that drive results.

Our Advanced Financial Modelling course equips you with the tools to tackle portfolio analysis, complex financing structures, and advanced Excel techniques. You’ll gain hands-on experience building and refining models and apply your knowledge to real-world case studies, including stakeholder presentations and negotiations. By the end of the course, you’ll have the skills and confidence to excel in any modelling challenge.

What's included?

Three full-day workshops packed with insights, exercises, and hands-on practice to take your modelling skills to the next level.
A comprehensive workbook designed to support you during the course and as a valuable reference afterwards.
Ongoing access to technical training materials through the Excel in Property platform while you’re an active member—review key aspects of the course at your own pace.
Exclusive Excel templates to streamline your modelling process and save valuable time.
6 months of access to the Excel in Property membership, offering ongoing support, resources, and a community to help you apply and expand your skills.
Certificate of completion, validating your expertise in advanced financial modelling - a powerful addition to your professional portfolio and CV.

Who Is This For?

This course is ideal for:

Experienced real estate professionals with multiple years of experience who want to deepen their expertise in financial modelling and take their skills to the next level.
Analysts, developers, and investors who already have a solid foundation in Excel and real estate modelling, looking to refine advanced techniques and achieve even better results.
Graduates of our Financial Modelling Foundations course or those with equivalent experience who are ready to tackle more complex concepts and apply them to real-world scenarios.

This course is designed for those who already understand the basics and are ready to master advanced techniques—if you're ready to go beyond the fundamentals, this is for you.

Why choose this course?

Practical focus: This isn’t just theory—it’s a hands-on learning experience. Through practical exercises, group discussions, and real-world case studies, you’ll develop advanced modelling skills that you can apply immediately in your work.
Expert-led training: Learn from seasoned professionals with extensive real estate experience and a passion for teaching. They’ll share insights, tips, and techniques gained from years of working on complex financial models.
Future-proof your career: Gain mastery of the tools and advanced modelling techniques that are in high demand across the real estate industry, giving you the edge in your career.
Tailored for advanced learners: This course is designed specifically for professionals with prior knowledge, ensuring the content is challenging, relevant, and valuable for those looking to elevate their expertise.
Comprehensive resources and support: From exclusive templates to 6-months access the Excel in Property membership, you’ll have everything you need to keep learning and improving long after the course ends.

What you'll learn.

Day 1: Portfolio Models & Developments.

WHAT: Understand Portfolios and Developments
- Explore the fundamentals of portfolio-level analysis and development appraisals.
- Understand key metrics for evaluating portfolio performance and project feasibility.
- Learn how to account for diversification, risk, and return in your financial models.
WHY: The Importance of Cash Flow Modelling
- Discover how portfolio and development modelling drive investment decisions.
- See how these tools help analyse risk, maximise returns, and support stakeholder communication.
HOW: Building and Using Portfolio Models Effectively
- Build detailed portfolio and development models step-by-step.
  Incorporate advanced Excel techniques and VBA/macros to automate calculations and improve efficiency.
- Apply best practices for clear, scalable modelling.
Interactive Q&A and Homework
- Address questions from the day’s sessions.
- Receive guidance on creating your own portfolio and development model as homework.

Day 2: Debt & Equity

WHAT: Understand Debt and Equity Modelling
- Explore different loan types, including fixed-rate, variable-rate, mezzanine, and revolving credit facilities.
- Understand debt covenants and their impact on real estate investments.
- Dive into equity structures, waterfalls, and promote mechanisms.
WHY: The Role of Debt and Equity in Real Estate
- Learn how financing decisions impact cash flow, returns, and deal structuring.
- Understand how debt and equity models inform negotiations and stakeholder decisions.
HOW: Creating Effective Debt and Equity Models
- Build debt schedules that incorporate multiple loan types and covenant tests.
- Construct equity waterfall models that align incentives and maximise investor returns.
- Utilise templates and advanced Excel tools for greater accuracy and efficiency.
Interactive Q&A and Homework
- Discuss key takeaways and address any challenges.
- Tackle a homework task focused on creating debt and equity models.

Day 3: AI & Practical Case Study

WHAT, WHY, HOW: Explore AI
- Learn how AI tools can enhance financial modelling by identifying errors, improving efficiency, and validating results.
- Understand the role of AI in streamlining analysis and decision-making.
DO: Apply Your Knowledge to a Real-World Case Study
- Use your portfolio, debt, and equity models to analyse a complex investment scenario.
- Present your findings to stakeholders, practise answering tough questions, and refine your approach.
Interactive Q&A and Final Wrap-Up
- Address any final questions and consolidate your learning.
- Celebrate your progress and prepare to apply these skills in your career.