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Self-paced online course

Real Estate Financial Modeling Course

Learn commercial real estate financial modeling and investment analysis in Excel, starting from a blank workbook. 291 lessons, three full case studies and the 50-page Definitive Guide, taught in the order the concepts actually build on each other.

This is the same material I teach in private 1-on-1 coaching, without the hourly rate. The course is finished and in final production. Enrollment opens shortly.

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Fundamentals of Real Estate Financial Modeling and Investment Analysis

$297at launch

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  • Chapters9
  • Lessons291
  • Case Studies3
  • Definitive GuideIncluded
  • AccessLifetime
9Chapters
291Lessons
3Case Studies
50-PageDefinitive Guide

Starts from the beginning

No finance degree and no prior modeling experience assumed, and nothing skipped later because of it.

Built, not downloaded

Every model is built from a blank workbook, so you can rebuild it yourself when it counts.

Three full case studies

An acquisition, a value-add with a refinance and a ground-up development, with every workbook included.

About the course

You open a blank workbook and build it yourself.

Most people learn real estate modeling by inheriting someone else's spreadsheet and hoping nothing breaks. This course does the opposite.

It runs in order and nothing is assumed. The first chapters cover the Excel and the vocabulary. The middle chapters build the pro forma, the debt schedule, the amortization table and a four-tier partnership waterfall. The last three chapters are full case studies, built end to end.

Every case study comes with its case document and the finished workbook, so you can check your build against the answer and reuse the models on real deals.

Who this is for

Four people this course was built for.

Breaking into the industry

A student or career switcher targeting acquisitions, debt, development or asset management who needs to pass a modeling test. Start with the real estate finance interview questions.

Already in the seat

An analyst or associate who can operate the firm's model but could not rebuild it, or defend it, from scratch.

On the other side of the table

A broker, lender, appraiser or property manager who wants to underwrite the way the buy side does.

Investing your own money

Buying small multifamily or commercial deals, and tired of taking the seller's pro forma at face value.

It is probably not for you if you want a finished template to plug numbers into without learning what is underneath it, or if you are after REIT equity research or corporate finance. This is property-level underwriting.

What you will be able to do

By the last lesson, on your own, from a blank sheet.

Build a monthly real estate pro forma, from gross rent down to net operating income.

Size a loan three different ways, including loan to value, and say which constraint binds.

Build an amortization table from the header row down, balloon payment included.

Build a four-tier partnership waterfall and prove that every number ties.

Model a value-add: the renovation, the rent lift, the reserve and the refinance.

Model a ground-up development, from construction draws to permanent financing.

Run a sensitivity analysis and explain IRR, NPV and cash-on-cash return to whoever is asking.

Keep every workbook and reuse it on live deals.

Curriculum

Nine chapters, in build order.

01Excel FundamentalsThe formula set the rest of the course runs on17 lessons
02Real Estate Finance FundamentalsCap rates, IRR, NPV, lease structures and renewal probability, built in cells rather than on slides33 lessons
03Pro FormaGross potential rent down to net operating income18 lessons
04Debt FundamentalsLoan to value, loan to cost, DSCR, debt yield and how lenders actually size a loan16 lessons
05Amortization TablesBuilt from the header row down, including the balloon payment10 lessons
06Waterfall AnalysisA four-tier GP and LP split with a preferred return, the chapter most courses skip44 lessons
07Acquisition Case StudyYour first model from a real case document, roughly the shape of a take-home test21 lessons
08Value-Add Case StudyRenovation pace, capex reserves, a refinance at stabilized value61 lessons
09Development Case StudyGround-up across seven tabs, from construction draws to permanent takeout71 lessons

About the instructor

I'm Christian.

I run Self-Taught CRE, and the name is literal. I have spent my career in real estate investment banking and private equity, working on over $5.2 billion of transactions across multifamily, office, retail and hotels.

For the last few years I have taught this material one-on-one, an hour at a time, to MSRE and MSIRE students, to analysts a week out from a timed case study, and to investors underwriting their own deals. The same questions came up in almost every session, in almost the same order. That order is this course.

$5.2B+ in transactionsSeries 79Series 63SIENY real estate licenseMiddlebury economics

From students taught one-on-one

What they said afterwards.

I had a background in commercial real estate but still lacked the Excel knowledge to feel comfortable completing a timed case study. We worked through a treasure chest of case studies which prepped my interviews.

Jordan B.Real Estate Investment Professional, Acquisitions

Chris helped me land a role at a top firm and helped me lateral to a real estate private equity lending shop. He clearly explains how partners and c-suite professionals think.

Jason C.Real Estate Investment Professional, Debt Lending

Christian is a financial modeling genius and I do not know anyone who underwrites deals like he does. I can call on him for anything real estate related.

Matthew N.Real Estate Development Professional, Principal

Christian has helped me understand coursework and has even underwritten deals I plan on doing on my own. He turns what seems like a sea of numbers into a vivid picture.

Steve B.MSRE Student

Questions

Frequently asked questions

When does the course open?

Soon. The course is finished and in final production. Join the waitlist and you will be the first to hear, with no payment taken today.

Do I need to know Excel before starting?

No. Chapter 1 covers every function used later in the course, from the basics through INDEX and MATCH. If you are already fluent you can skip it, because nothing later depends on having watched it.

Do I need a finance or real estate background?

No. Chapter 2 builds the vocabulary from scratch, including cap rates, net operating income, IRR, NPV and lease structures. Students come from brokerage, property management, construction and from outside the industry entirely. The glossary covers the terms as well.

What is included with the course?

291 video lessons across nine chapters, three case study documents, the finished workbook for every case study, and the 50-page Definitive Guide as a written reference.

Will this prepare me for a modeling test or case study interview?

That is what the acquisition case study in Chapter 7 is built for. It is roughly the shape and scope of a take-home modeling test. Chapters 8 and 9 go well beyond what most interviews ask.

Is the course only about multifamily?

No. The case studies are property-level models that apply across asset classes, and Chapter 2 covers commercial lease mechanics directly, including full service gross, single net, double net and triple net leases, tenant improvements and leasing commissions.

How is this different from 1-on-1 coaching?

It is the same material in a fixed order, at your own pace. Coaching is shaped around whatever you bring to the session and is priced hourly. The course is one payment and covers everything. Many students do both.

How long do I have access?

Lifetime access to the course and to future updates.

Be first through the door.

291 lessons, three case studies and the 50-page Definitive Guide. Enrollment opens shortly at $297, one payment, with every workbook yours to keep.

Join the Waitlist

No payment today. In the meantime, work through the free quick lessons or book a 1-on-1 session.