Past Events

Building a Financial Model, by Marquee

September 16, 2019
8:30 am - 5:00 pm

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

SOLD OUT.  To be added the waiting list, please send an email request to Brynne Wrigley,  First come first served, inquirers will be contacted if spots become available.

Thank you to The Marquee Group for helping make this course available. The full-day in-class 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

AGENDA:  8:30 am to 5:00 pm - Course Instruction  (Continental breakfast plus lunch will be provided)  

VENUE:  CFA Society Toronto office, 120 Adelaide St. W, 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 September 6, 2019. Please send requests to Brynne Wrigley: Refunds are not available after September 6.

Note to members who selected the discounted five-course option with registration for the March 21 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,, about the no-charge option to defer participation to the next cycle of courses in 2020.

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