Pro forma Modeling with Excel: Construction Draws and Rent Roll

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Start:
February 27 @ 1:30 pm
End:
March 8 @ 3:30 pm
Category:
Venue:
Live Online
Address:
Online DC United States
Organizer:
David Mulvihill, Vice President, Professional Development
Phone:
202-624-7122
Email:

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February 27, March 1, 6, and 8, 2018 | 1:30 to 3:30 p.m. ET

Building on the first pro-forma modeling course, this four-part online program will help further build the participants’ financial modeling and Excel skills. Students will learn more advanced Excel functions for valuation, amortization, rent roll, construction and permanent financing, construction draws, and cash flows.

In each session, students will receive concise direction in spreadsheet construction. At the end of the last session, students will have a complete pro-forma model that can be scaled further to include waterfalls, stochastic processes, portfolio analysis, and visual displays of results.

Each session of the workshop is designed to build on the previous one. Participants are expected to use learned skills to build individual sections and maintain the pace of the workshop. However, as in the first course, the completed stages will be distributed at the end of each session.

Can’t make a session live? No problem. Registrants will have access to the archive recording of each session for 60 days!

Attendees Will Learn

  • Advanced Excel skills required to build a development pro forma for a multifamily project of any size;
  • Graphically demonstrate the construction draw;
  • Develop the methodology for drawing construction dollars using an S-curve;
  • How to quantify project cash flows; and
  • Additional components to a development pro forma:

◾Rent roll
◾Construction financing
◾Construction draw
◾Permanent financing
◾Scenario analysis to quantify risk.

Instructor

Roger StaigerRoger Staiger
Owner
P(Gain), LLC

Mr. Staiger is owner of P(Gain), LLC, an international real estate investment and advisory firm with offices in Washington DC and New Castle, Nevis.  P(Gain), LLC develops, owns and manages investments in the DC metropolitan area and the Caribbean.  P(Gain) is best known for providing University scholarships for Nevisian graduating seniors.  Also, through the Roger P. Staiger Faculty Development Fund, Mr. Staiger personally provides grants for academic research studies.  On a limited basis, P(Gain) will provide expertise to clients in areas of global portfolio management, real estate financial modeling and asset repositioning.

During his 20-year career Mr. Staiger has worked in a number of industries at senior levels.  He was Managing Director for a Fortune 500 Energy Company’s retail commodity division, CFO for America’s Best Mid-Sized Builder 2006, and a Portfolio Manager for a large commingled pension fund in New York.

Mr. Staiger holds multiple degrees including BS Electrical Engineering (Bucknell University), MBA Investments (George Washington University), MA International Transactions (George Mason University) and a MS Finance (George Washington University).  Currently, Mr. Staiger holds or has held faculty positions in the real estate departments at Georgetown (Professor of Year, 2011), Johns Hopkins University (Senior Lecturer), and University of Maryland in the United States.   Mr. Staiger also holds a faculty position in the MS Finance program and Finance Department at George Washington University.

Mr. Staiger provides numerous capital market and economic presentations to organizations internationally.  He also appears regularly on television and is often quoted in national periodicals.  Mr. Staiger is recognized globally as an expert in Financial Modelling having authored the leading text on the subject, Foundations of Real Estate Financial Modelling, Routledge, 2015.  Global interest and sales have warranted a second edition which is expected mid-2018.

 

Registration

Members: $395
Nonmembers: $495
Govt./nonprofit member: $350
Govt./nonprofit nonmember: $465

Earn an online ULI Certificate in Pro forma Modeling

Now you can earn a ULI specialty certificate while taking online pro forma courses. This course is the second of three required to earn the ULI Certificate in Commercial Real Estate Pro forma Fundamentals.

ULI’s new online pro-forma certificate program is designed to provide real estate development professionals with the set of technical skills necessary to make better-informed development, investment, and valuation decisions. All from the comfort of your desktop.

An online workshop exam following the conclusion of each program will ensure your content comprehension.

Email David.Mulvihill@uli.org for more information.