Real Estate Division

CPD 152 - Financial Analysis with Excel

Pre-requisite: CPD 151, BUSI 121, or an equivalent background in the mathematics of financial analysis as it relates to real estate.

This two lesson course outlines how the Microsoft Excel spreadsheet program may be used to structure and solve real estate financial analysis problems. The course begins with an orientation to Microsoft Excel, outlining its features and financial analysis functions. The second lesson illustrates how to structure spreadsheets to answer complex real estate scenarios, such as discounted cash flow investment analysis and reserve fund studies. The course will emphasize the use of dynamic spreadsheet analysis to facilitate "what if" scenario testing.

Course Outline

Lesson 1: Introduction to Excel – Orientation and Tools

  • Instructor's Comments
  • Introduction to Spreadsheets
  • Excel Formulas (Functions)
  • Additional Tips and Tricks for Better Use of Excel
  • Summary
  • Review and Discussion Questions
     

Lesson 2: Financial Applications of Excel

  • Instructor's Comments
  • Amortization Schedule
  • Discounted Cash Flow Analysis
  • Reserve Fund Planning
  • Summary
  • Review and Discussion Questions
     

Afterword: The Final Quiz

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