Real Estate Financial Modeling

Our real estate financial modeling course will prepare you for a career in real estate finance. You’ll learn how to analyze a real estate investment and build a robust value-add financial model.

Course objectives

Modeling is only one aspect of becoming a real estate superstar. Therefore, we start by learning about the different property types and how to analyze a real estate market. You’ll then learn the key financial metrics used in real estate.

With that knowledge, you’ll then create a stabilized real estate model to introduce you to the unique aspects of real estate modeling. Finally, you’ll build a complex value-add model complete with an equity waterfall.

At completion, you’ll build a real estate value-add model complete with an equity waterfall.

Some key things you’ll learn:

  • The different property types and their unique characteristics​
  • How to analyze a real estate market​
  • Key real estate financial metrics​
  • Build a stabilized real estate model​
  • Build a value-add model with an equity waterfall


We recommend taking our Financial Statement Analysis Bootcamp which is a great complement to this course.

Additional Info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 8.5

Field of study: Finance

Prerequisites: You should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). If you are not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.


Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.


Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.