Past Events

2-Day Course: Building a Financial Model

September 10, 2018 to September 11, 2018
8:00 am - 4:30 pm

Learn to design and create a real estate development project model for investment and decision making


SOLD OUT. To be added to the waiting list, please send an email reguest to Brynne Wrigley, brynne@torontonaiop.org. Requests will be processed on a first come, first served basis if spots become available.


Thank you to The Marquee Group for helping make this course available. The course reviews real estate project finance concepts and focuses on the skills required to design and create a model to help finance professionals evaluate a real estate development investment.

Participants will take an in-depth look at a case study for a mixed use development project and examine concepts including model design, logic, project timing and various phases and various financing structures. Intermediate and advanced Excel tools along with helpful keyboard shortcuts also will be covered throughout the course.

Learning topics include (Details):
• Design and Structure a Real Estate Development Project Model
• Incorporate Advanced Capital Structure Features
• Sensitize and Evaluate the Project

NOTE: Each participant is responsible for bringing a laptop computer to the classroom, including a working copy of Excel.
 
INSTRUCTOR:  Dave Thomas, MBA, CFA, AFM, Principal and Co-Head of Training, The Marquee Group (Biography)

AGENDA: Daily, 8:00 am to 4:30 pm - Course Instruction  (Continental breakfast plus lunch will be provided)  

VENUE:  CFA Society Toronto office, 120 Adelaide St. West, Suite 2205, Toronto

FEES: Click the tab above

Read about the 6-Step Certificate Program: Commercial Real Estate Studies of Toronto (CREST)
 


CANCELLATION/REFUND POLICY:  Cancellations with request for a refund must be in writing and received via email by August 31, 2018. Please send requests to Brynne Wrigley: brynne@torontonaiop.org. Refunds are not available after August 31.

Note to members who selected the discounted five-course option with registration for the March 23 Leasing Course: Given that the discounted fee was an incentive for attending all five courses, only a partial refund is available if cancellation from this course is your first cancellation in the series of courses. Please also inquire with Brynne Wrigley, brynne@torontonaiop.org, about the no-charge option to defer participation to the next cycle of courses in 2019.

To inquire into previously earned NAIOP course credits, please reach out directly to Brynne Wrigley.