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Deal Analysis and UnderwritingDownloadable ResourcesMembers Only

Investor Deal Analysis Toolkit

The Academy's calculators, templates and checklists with guided walkthroughs.

Members-only course. This course is included with club membership.

About this course

A resource-based course that walks through each Academy spreadsheet and checklist: what every input means, how to avoid common modeling errors and how to adapt the templates to your own deals.

What you will learn

  • Use the deal analyzer and rental calculator
  • Adapt underwriting templates to new deals
  • Avoid common spreadsheet errors
  • Keep a consistent deal file

Curriculum

8 modules · 8 lessons · 39 min

  1. Module 1

    Introduction

    1 lessons
  2. Module 2

    Core Principles

    1 lessons
    • The Four Sources of Real Estate ReturnVideo · 5 min
  3. Module 3

    Deal Structure

    1 lessons
    • Choosing a Financing StructureVideo · 5 min
  4. Module 4

    Financial Analysis

    1 lessons
    • Building a Pro FormaVideo · 5 min
  5. Module 5

    Risk Management

    1 lessons
    • Identifying Property-Level RisksVideo · 5 min
  6. Module 6

    Real-World Examples

    1 lessons
    • Example: A Single-Family Rental UnderwrittenVideo · 5 min
  7. Module 7

    Case Study

    1 lessons
    • Case Study: The Midwest DuplexCase study · 6 min
  8. Module 8

    Final Assessment

    1 lessons
    • Final AssessmentQuiz · 3 min

Your instructor

Daniel Okafor, CFA

Daniel Okafor, CFA

Head of Underwriting, Academy Faculty Chair

A former real estate private equity analyst, Daniel has reviewed thousands of deals. He leads the Academy's deal analysis curriculum and financial modeling standards.

Deal AnalysisUnderwritingFinancial Modeling
All courses by Daniel

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