Real Estate Private Equity Modelling in Excel

  • Start Date

    19 Oct, 2021

  • End Date

    22 Oct, 2021

  • Price


  • WiFi

    Free wifi

Event Details

On this course, you will:

  • Build a Real Estate Private Equity Fund model
  • Understand Private Equity market structure and strategies
  • Understand the basics of Fund Valuation and related metrics
  • Review accounting principles as applied to Real Estate Funds
  • Model dividend policy and distributions under various scenarios
  • Analyse risk using metrics, tables and charts
  • Use risk analysis techniques to further define fund structures



Understanding A Private Equity Fund Model

  • Layout and key elements of a PE Model
  • Private equity market and strategies
  • Understanding the deal structure and interested parties
  • Understanding the capital structure
  • Review of the key debt instruments
  • Review of the key equity instruments (special case of Management Buyout)

Fund Valuation Methods

  • The multiples approach to valuation
  • Discounted Cash Flow (DCF), modelling and core concepts
  • Private Equity performance metrics
  • Pre-money vs Post-money valuation
  • Special Cases

Review of Accounting Principles

  • Balance Sheet: Real Estate Valuations and Debt
  • Profit & Loss: Capital Allowances
  • Cash Flow statement: Escrow Accounts and Distributions

Modelling Fund Dynamics, Drivers and Forecasting

  • Forecast of revenue and cost drivers
  • Indirect costs and historical ratios in the working capital schedule
  • Amortization/Depreciation schedule and capital expenditures
  • Debt schedule and the cash available to service the debt
  • Modelling dividend distributions
  • Shareholder’s equity schedule and completing the income statement
  • Modelling and Analysing Risk

Performance Analysis

  • Benchmarking returns within Real Estate and across industries
  • Analyse leverage and coverage ratios
  • Calculating Equity Returns Using EBITDA or Net Income
  • Deconstructing and using a Return on Investment Capital (ROIC) tree



The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.


1ST BATCH:  16th – 19th Mar, 2021

2ND BATCH: 29th June– 2nd July, 2021

3RD BATCH: 19th – 22nd Oct, 2021

Other Dates

Start Date End Date
16 Mar, 2021 19 Mar, 2021
Start Date End Date
29 Jun, 2021 02 Jul, 2021
Start Date End Date
19 Oct, 2021 22 Oct, 2021
  • Venue

    Alpha Partners Professional Training Conference Centre. 200, Muritala Mohammed Way (3rd Floor), Yaba Lagos.

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