Key Topics

• Overview of financial modeling concepts and their importance in real estate.
• Key Components of a Real Estate Financial Model:
• Understanding key inputs, outputs, and the structure of a real estate financial model.
• Introduction to income statements, balance sheets, and cash flow analysis.
• Overview of property valuation methods (e.g. Rental Yield, Cap Rate, Discounted Cash Flow)
• Market Analysis and Revenue Forecasting
• Techniques for analyzing market trends and forecasting rental income and property value.
• Use of data analytics tools to project market growth.
• Financing and Investment Analysis:
• Understanding different financing options and their impact on financial models.
• Loan amortization schedules, interest rate scenarios, and ROI calculations.Sensitivity analysis for various investment scenarios.
• Interactive Session and Case Studies • Real-life examples of successful financial modeling in real estate. • Discussion on best practices for model building and scenario analysis. • Q&A session. • Hands-on demonstration of building a simple financial model from scratch.

Learning Outcomes

These learning outcomes aim to provide non-tech real estate professionals with a general understanding of Financial Modeling and its applications in the real estate industry, equipping them with the knowledge to leverage technologies effectively

• Understand Real Estate Financial Modeling
  • Grasp the core concepts and importance of financial modeling in real estate decision-making.
• Develop Key Components of a Financial Model
  • Build a financial model using key inputs and outputs, including income statements, balance sheets, and cash flow analysis.
  • Apply property valuation methods such as Rental Yield, Cap Rate, and Discounted Cash Flow.
• Analyze Market Trends and Forecast Revenue
  • Use techniques to analyze market trends and forecast rental income and property values.
  • Leverage data analytics tools for market growth projection.
• Evaluate Financing and Investment Options
  • Understand different financing options and their effects on financial models.
  • Create loan amortization schedules, calculate interest rate scenarios, and determine return on investment (ROI).
• Conduct Sensitivity and Scenario Analysis
  • Perform sensitivity analysis on different investment scenarios to assess potential risks and returns.
• Apply Financial Modeling in Real-World Scenarios
  • Learn from real-life case studies of successful financial modeling in real estate.
  • Apply best practices for model building and scenario analysis.
• Hands-on Financial Model Creation
  • Build a simple financial model from scratch, applying learned techniques through an interactive session.
• Summarize Key Concepts and Practical Applications
  • Recap key points and engage in practical Q&A for deeper understanding.

Who Will Benefit

• Real Estate Agents
• Property Managers
• Real Estate Valuers
• Compliance and Risk Management Professionals
• Marketing and Sales Team in Real Estate Firms
• Real Estate Consultants

Speaker

Alex Chung - Real Estate Development Specialist

He specializes in Real Estate Planning & Development, with expertise in project management, financial modelling, product development, and architectural design. With approximately 10 years of experience involving residential, retail, and industrial development projects, he demonstrates strategic insight and strong leadership in the planning and execution of large-scale developments. His background includes managing various stages of development, from conceptual design to financial evaluation, ensuring that each project aligns with market demands and financial objectives. He is currently working with the development teams of a leading international Japanese developer. He holds a Bachelor's degree in Architecture and a Master's in Real Estate Finance and Investment.