Analyze Real Estate Investments | Financial Modeling

Analyze quality investment properties with a professional tool - Understand your real estate market.
3.2 (10 ratings)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
82 students enrolled
Instructed by Marco Osorio Business / Finance
25% off
Take This Course
  • Lectures 21
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

About This Course

Published 7/2015 English

Course Description

Welcome to this finance course! What you can expect from this course is building the necessary tool to assess real estate investments. I will build the financial model with you, and explain the math behind the equations, and the meaning of every financial metric (Ex. CapRate). This is a hands-on course meaning I will provide the excel sheet for you to practice on your own time. This tool can be adapted to any real estate market. I will teach you common sense behind “complicated decision making". What is good about this is that you will not only build a financial model, but you will learn what makes up a good investment. We will take into account future values of a property, or equity, by measuring economic factors through a powerful excel financial metric named Monte Carlo Simulation. 

Please send me a message for any question you may have. I look forward for us to enjoy. 

My Best,


What are the requirements?

  • Before taking this course you should have a sound understanding of what your objectives are. Are you looking to understand investments? Are you looking both to understand investment making in order to invest yourself? Once you know your purpose, I will teach you how to have a better understanding of the meaning of ROI and how to think in terms of common sense, which will take you far. Requirments: 1. Basic knowledge in financial accounting (Operating Statements, Mortgages, Equity). 2. Knowledge on Appreciation 3. Know the difference between residential and commercial real estate. 4. Rent, Property Improvement, Comparative Market Analysis.

What am I going to get from this course?

  • Build a Financial Model that can be tailored to any real estate market
  • Work personally with investors, and feel confident about guiding them through the life of an investment process.
  • See the blueprint of any real estate investment, know the difference between good and bad investments

Who is the target audience?

  • Real Estate Investors looking to acquire single homes/apartments.
  • Finance Majors, Economics Majors, PH.D Students on any finance level
  • Investors looking to assess the economics of an investment

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Brief Introduction To Real Estate

Course Start. What is Real Estate? In specific, what does it mean to invest in real estate? By the end of this lecture you should understand the emotional, or unemotional decisions you will make as an investor when thinking about investing in real estate.

Why Invest in Real Estate?
Investor Perspective

By the end of this lecture you should understand the emotional, or unemotional decisions you will make as an investor when thinking about investing in real estate. You should also understand the need for advanced tools such as financial models that help you judge investments side by side.

Section 2: Developing The Financial Model

The assumptions you build into your model will shape the projections you receive from the actual inputs.


In this unit we will organize different tabs to show different financials. We will learn how to reference cells back to our assumptions main tab. Basically, we will learn how to connect everything.


With the use of Macros we will be able to direct which type of cost we will incur (New Development or Re-Sale). We will also be able to activate our mortgage calculator.

Section 3: Breaking The Financial Model Down
Income Breakdown
Loan Analysis
Income Analysis
Sale Analysis
Selling Costs
Initial Investment Closing Costs + Yearly Costs
Amortization Table

In this unit we will create a short version of our financial statements sheet. We will use this sheet to present to investors, or print for ourselves.

Real Estate Finance Sheet Continued
Summary Sheet
Monte Carlo Simulation
Monte Carlo Simulation Part 2
Section 4: Additional Information
Reading the market
Section 5: Conclusion
Conclusion, Good Luck!
5 questions

Lets see if you remember some of the key aspects behind an investment analysis. 

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Marco Osorio, Finance and Business Strategy | London School of Economics

Double major in Finance & Political Science, and a financial certificate from the London School of Economics. I have expertise in residential Real Estate brokering and development. I have engaged in holistic services in the areas of Management Consulting, Exotic Derivatives Brokering, and Asset Management. I work in the busiest Real Estate Market in the World, New York City. My personality is 100% entrepreneurial. I would like to share the knowledge I have learned thus far with you. Should Real Estate happen to be your interest please take my knowledge, and try it yourself. Let me recommend readings that helped me advance my knowledge on global investment markets. I am happy to take  inquiries related to my courses.

I look forward to support you.

My Best,


Ready to start learning?
Take This Course