Expand your skillset and secure your dream role in Real Estate
Private Equity
Capital Markets
Debt
Aquisitions
Development
Credit Investments
Private Equity Capital Markets Debt Aquisitions Development Credit Investments
So many strong candidates are disqualified from interview processes because they were unprepared.
Case studies, financial models, and technical questions can be intimidating. We change that.
We provide 1-1 coaching, tutoring, preparation, and live support and review during the interview process. We are experienced, full-time investment professionals, not current students.
Our clients have gone on to interview and subsequently receive offers from some of the best real estate development and investment firms in the world.
Why hire us
Nearly every entry-level CRE role on the investment, development or banking/intermediary side requires a case study during the interview process to demonstrate knowledge and ability
We have seen many great candidates disqualified due to failed case studies and not understanding fundamental concepts
A number of resources already exist to help address this, but these are PDFs or pre-recorded lessons with limited or no access to the actual teacher, and are generic situations
With us, you get our full attention to address your specific situation, knowledge gaps, and case studies, all provided with real world context
We have extensive professional experience in all facets of the principal (equity) side of the business, from real estate private equity to development
About
This service is geared towards a very specific niche: helping current undergraduate/graduate students or young professionals break into commercial real estate investment & finance roles. Traditionally, these are the hardest roles to break into, and many candidates lack the resources necessary to thrive in interviews and solve complex financial modeling case studies.
Clients receive hands-on and high-touch comprehensive support at various stages of the process, from conceptual knowledge building, planning, to final round interview & case study support. Our passion is helping each unique person discern their optimal path within the many sides of the industry and then providing a full suite of resources to help them successfully execute this goal.
Example Concepts
Underwriting Financial Models
Financial statements (Rent Roll/Income Statement/Balance Sheet)
Key operational metrics
Sensitivity analysis
Scenario analysis
Refinance/sale assumptions
Proforma & Valuation
Cap rates
DCF analysis
Key assumptions (market growth, leasing, vacancy, etc)
Value drivers and levers
Banker/broker materials (OM/BOV)
Deal Profiles & Business Plans
Acquisitions vs development
Risk profiles (Core/Core+/Value Add/Opportunistic)
Example business plans (stabilized repositioning, redevelopment, re-leasing, mark to market, etc)
Development and Capital expenditure budget
The deal process
Equity
Joint venture structures and waterfall modeling
Key concepts: promote, preferred return, IRR/MOIC/Cash flow hurdles, critical JV clauses
Preferred / Structured equity
Performance metrics (IRR/MOIC/Cash Yields)
Debt
Senior secured vs. mezz loans, lender types and roles
Key underwriting and sizing metrics (DSCR/Debt Yield/LTC/LTV)
Key concepts: amortization tables, floating vs fixed rate, interest only, prepayments, covenants
CRE Markets
Capital markets - key players and roles
Career path silos
Product Type Nuances
Office, retail, multifamily, industrial, self storage, student housing, hotels, manufactured, etc.
Excel and ARGUS
What ARGUS is and how it’s used in the professional world (hint: don’t need the certification!)
Excel modeling best practices and key formulas to know
Let’s get started. Schedule an introductory call at no cost.