REAL ESTATE ANALYST

Meet your instructor, get a sneak peek at what’s ahead, and sort out the need-to-knows — assignments, deadlines, and all that good stuff. Let’s kick things off!

• Instructor intro
• Course overview

Let’s start with the basics. Explore real estate investment types, key single-family investment metrics, and how single-family strategies can transition into multifamily opportunities.

• Real estate investing overview
• Single-family investing basics
• Demo: Single-family model

Assignment #1: Build your own single-family model.

In this class, you’ll learn how to source and finance single-family deals, navigate the acquisition process, and apply your investment model to analyze a real-world scenario.

• Sourcing deals
• Acquisition process: Inspection, appraisal, lender
• Single-family home financing
• Workshop: Use your model for an analysis of the scenario provided. Check the results in your model, and choose your response in the poll

Assignment #2: Multiple choice on acquisition process and financing options (6-10 questions).

Explore what sets multifamily investments apart from single-family. Discover how to calculate key performance metrics and evaluate how multifamily assets contribute to long-term portfolio growth and independent investment strategies.

• Multifamily real estate overview
• Multifamily investment basics
• Multifamily in real estate strategy
• Investing on your own

Assignment #3: Expand your single-family model into a multifamily model.

Get fluent in the financials of multifamily investing. Learn to interpret financial statements, calculate key investment metrics, and assess property creditworthiness to inform independent and lender-based investment decisions.

• Financial statements: Multifamily properties
• Demo: Key financial metrics and how to calculate them for multifamily properties
• Assessing property creditworthiness
• Workshop: Look at the provided metrics, consider a multifamily deal, and assess whether the deal can support debt payments and generate strong returns.

Master the tools and techniques used to evaluate multifamily deals. You'll learn how to build underwriting models, assess lender risk factors, and determine if a property fits your personal investment goals.

• Underwriting process
• Underwriting key factors
• Assessing risk: Lender’s perspective
• Building an underwriting model
• Independent investor: Self-underwriting deals

Assignment #4: Multiple choice.

Learn how to navigate the many financing options for multifamily properties, understand key loan terms, and evaluate lender criteria to confidently secure funding as an independent investor.

• Debt financing: Multifamily properties
• Financing terms
• Lender criteria for multifamily loans
• Independent investor financing

Assignment #5: Multiple choice to review products, content.

Take a deep dive into DSCR and its impact on multifamily financing. You'll learn how to calculate it, use it to structure smarter loans, and assess the risks of high-leverage deals—both as a lender and an independent investor.

• Understanding DSCR
• Calculating and interpreting DSCR
• Loan structuring
• Evaluating risks: High-leverage multifamily deals
• Structuring deals as an independent investor

Assignment #6: Use your model to analyze two to three different debt scenarios.

Discover how to assess borrower credit profiles, analyze loan risk using stress testing and proformas, and apply strategies to mitigate investment risk.

• Assessing borrower creditworthiness: Multifamily loans
• Risk mitigation strategies
• Evaluating loan risk
• Independent investor risk management

Assignment #7: Analyze risk profiles for different borrowers. Rank the profiles according to how creditworthy they are.

In this class, you will learn how to conduct sensitivity and stress tests on investment models, evaluate risk responses, and restructure deals to safeguard financial performance.

• Sensitivity analysis
• Stress testing: Prepare for worst-case scenarios
• Workshop: Adjust your model based on the provided scenario
• Credit risk scenarios
• Independent investor stress testing

Assignment #8: Use your model to analyze the provided scenarios. Explain how these situations impact the performance of the property.

Dive into deal sourcing strategies, due diligence lender checklists, and red flags to watch out for to make informed investment decisions.

• Evaluating & sourcing multifamily loan opportunities
• Due diligence checklist
• Red flags
• Independent investor due diligence

Learn how to evaluate appraisal reports, interpret valuation methods, and apply appraisal findings to support financing and investment decisions.

• Appraisal process
• Inspections & environmental surveys

Assignment #9: Scan through the provided appraisal. Analyze it and identify the strengths and weaknesses of the property, potential up- or downsides. Identify any errors that the appraiser made.

Delve into exit strategies, analyze tax implications, and evaluate when to refinance, hold, or sell multifamily investments in a real-world case study.

• Exit strategies for multifamily loans
• Tax implications: 1031 Exchanges, capital gains, & depreciation recapture
• Maximizing property value
• Case study: Evaluating the exit strategy of a multifamily deal from a credit perspective
• Independent investor exit strategies

Explore real estate analyst career paths, industry trends, and practical tips to strengthen their CVs and interview performance.

• Future trends in real estate analysis
• Real estate analyst roles
• Interview & CV tips