Introduction
Introduction
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1. Case Study #1: Follow-Along Analysis
Case study #1 overview
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Why investment analysis?
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Market research, part 1
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Market research, part 2
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Back of the envelope analysis
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The rest of the course
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2. Foundations: Investment Process
Investment process overview
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Originations
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Analysis
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Due diligence
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Financing and closing
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Construction and rehab
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Stabilization
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Exit
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Summary of investment process
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3. Foundations: Investment Considerations
Investment considerations overview
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External considerations
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Property considerations
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Deal considerations
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Other considerations
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Investment considerations summary
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4. Foundations: Three Primary Investment Strategies
Investment strategies overview
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Core investment strategy
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Opportunistic investment strategy
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Value-added investment strategy
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Investment strategies summary
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5. Foundations: How to Measure Returns
Intro to measures of returns
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Discounted cash flow and the net present value (NPV)
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Discount rate
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Net present value exercise
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Internal rate of return
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Internal rate of return exercise
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Cash multiple
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Which measure to use?
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Which measure to use? Part 2
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The terminal value
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Yields and cap rates
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Summary of measures of return
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6. Foundations: The Impact of Debt on Return
What is debt leverage?
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Interest-only vs. amortized loans
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The amortization calculator
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How debt impacts investment returns
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Impact of debt summary
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7. Case Study #2: Advanced Rental Property Analysis
Intro to case studies
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Single unit rental overview
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Single unit rental key considerations
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Single unit rental analysis, part 1
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Single unit rental analysis, part 2
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8. Case Study #3: Advanced Fix and Flip Analysis
Single fix and flip overview
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Single fix and flip key considerations
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Single fix and flip analysis, part 1
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Single fix and flip analysis, part 2
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9. Case Study #4: Multifamily Analysis
Multifamily example overview
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Multifamily key considerations
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Multifamily example 1: Fourplex apartment
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Multifamily example 2: 196-unit apartment complex
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10. Case Study #5: Multiple Properties Portfolio Analysis
Multiple properties example overview
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Multiple properties key considerations
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Multiple properties example
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Ex_Files_Real_Estate_Analysis_Foundations.zip
(10.5 MB)