Description
Advanced Excel for Modeling
Excel is an incredibly complex toolkit.
Many people use Excel in their day to day work. For most, it’s used for little more than keeping a list, but for those who build models or work with large data sets, we know that there are many layers of complexity in the software and many different approaches to solving a problem. To make things worse, each new version adds additional tools and functions. Regular users want to learn more about the tool, but where to begin?
This class is a survey course of the more advanced tools in Excel. This class is geared for attendees who are very comfortable using Excel to solve problems. An emphasis will be placed on financial problems, but all of the tools and functions that are explored could equally apply to other fields of study.
This class is targeted for:
- Asset, portfolio, and fund managers
- Investors or acquisition professionals who are managing large scale models for multiple assets
- Development professionals who are managing multi-phase and complex models
- Anyone in a reporting role that needs to manipulate large datasets.
We will cover advanced tools and functions in-depth including:
- Advanced Formulas and Functions
- Proper use of LOOKUPs, INDEX(MATCH()), XLOOKUP(), and INDIRECT() functions
- Dynamic Arrays and Related Functions
- What-If Analysis
- Pivot Table and Pivot Chart
- Power Query/”Get and Transform Data”
- Introduction to Power BI
- Visual Basic
- Advanced What-If Tools Including multi-dimensional Data Tables
- Solutions to Common Problems
- Conditional Formatting “Hacks”
- Valuation Models that use a “Real Options Approach”
- Optimizing Existing Model for Calculational Speed and Tools to Measure Speed
- Breaking Internal Rate of Return Calculations
- Mixed-Use Partitioning and Varying the Discount Rate
- Specific asset management and portfolio management issues
- A special emphasis will be made on the construction of models that can be used again and again, and how to audit existing models in a time-efficient manner.
- And a lot more… bring your hardest questions, issues, and challenges!
All attendees will receive a suite of unlocked spreadsheets in Excel for their own professional use.
Attendees taking this workshop should have intermediate to advanced knowledge of Excel. In addition, attendees should bring their own laptop to this session.
Class Size
All open enrollment courses are restricted to no more than 20 attendees in order to maximize teacher to student interaction. Students will also receive a complete set of spreadsheets for all examples and case studies that are discussed in class.
Instructor
The class was designed and is exclusively taught by Joshua Kahr; he is the founder and principal of Kahr. Mr. Kahr is internationally recognized as an expert in real estate financial modeling using both Argus and Excel.
Since 2002, he has taught his Excel for Real Estate Analysis training class for leading institutions including commercial banks, investment banks, private real estate investment firms, REITs (Real Estate Investment Trusts), business schools, developers, and government agencies. His Advanced Excel Modeling course builds on his 18 years of teaching experience to showcase the most advanced features of the software.
Schedule, Cost, and Signing Up
We run a class in New York City approximately every six weeks. It is usually held at the NYC Seminar Conference Center at 71 West 23rd Street, Suite 901, New York, NY 10010; if that space is not available, an alternative space in midtown Manhattan will be used. The class is $495 per attendee. For group discounts for 3 or more attendees, contact us. Attendees are invited to bring their own laptop. Windows or Mac laptops (with Excel) are equally acceptable. Laptops with Excel may be rented for an additional fee of $100. Contact us to rent a laptop.
Online Option
We also offer remote attendance as an option. Sign up as you normally would, and then contact us at info@kahrrealestate.com and tell us that you’d like to attend the class as a webinar. We will provide you with login information so that you can participate remotely. You’ll be able to ask questions, watch the class, and get feedback from the instructor.
