Real Estate Finance and Investment Analysis

Program Dates

  • 6 Thursdays, starting October 3 (omitting October 31)
  • 5:30 - 8:00 p.m.


UCI Paul Merage School of Business


(Includes program sessions, course materials and parking permits; students will need to supply their own laptop.)

  • 6 Sessions

This program will provide participants with an overview of how to analyze and finance a real estate investment. Learn essential Excel skills to create dynamic and sophisticated commercial real estate valuation property cash flow models to analyze transactions on both an unlevered and levered basis.

Program Objective

  • Develop an advanced knowledge of real estate valuation concepts and apply them in Excel
  • Build dynamic and easily auditable real estate financial models using the best practices in the industry
  • Prepare advanced sensitivity and scenario analyses to evaluate commercial real estate investments
  • Utilize and learn sources for real estate market and economic data
  • Forecast and model property cash flows for underwriting commercial real estate transaction
  • Understand critical due diligence materials

Program Content

Program Content

  • Underwriting different product types (office, industrial)
  • Modeling different investment structures (outright purchase, development, joint venture, refinancing, etc.)
  • Evaluating alternative financing methods (senior debt, mezzanine debt, bridge financing, joint venture equity, etc.)
  • Preparing market analysis (market/submarket, demographic and economic profiles)
  • Understanding various types of investors (return profiles, reposition and exit strategies, current active market participants)
  • Reviewing transaction documentation (offering memorandum, third party reports, typical due diligence materials)

*Scholarships and preferred pricing are being offered to current Merage School students (undergraduate and master's level), UCI Alumni, and current Center for Real Estate advisory board members.

More information:

Office of Executive Education

In partnership with the Merage School's

Center for Real Estate