Learn the Math Behind Smart Investing

This masterclass bridges the gap between traditional real estate education and institutional-level financial modeling. Designed for serious investors, realtors, and flippers ready to think like analysts, it breaks down the math behind market cycles, valuation, risk, and ROI — giving you the same toolkit used by investment bankers, private equity firms, and REITs.

By the end of the program, you’ll confidently analyze any deal, forecast profits, interpret market data, and build models that help you invest strategically, not emotionally.

This in-depth curriculum transforms how you approach real estate by teaching the financial logic behind every successful deal.

You’ll learn to analyze markets like an economist, model investments like a financial analyst, and make data-driven decisions that build long-term wealth and sustainability.

Module 1: Foundations of Real Estate Finance

• The real estate economy: supply, demand, and macro trends
• The structure of capital in real estate (equity vs. debt)
• Time value of money, IRR, and NPV fundamentals
• Understanding leverage and weighted average cost of capital (WACC) in real estate context
• The investor’s pyramid: cash-on-cash, cap rates, and appreciation models

Module 2: Market Analytics & Data Interpretation

• How to identify market cycles: recovery, expansion, hyper-supply, recession
• Analyzing local economic indicators (employment, migration, income growth)
• Reading and interpreting Case-Shiller, FHFA, and MLS data
• Comparative market analysis (CMA) vs. macroeconomic indicators
• Using market heat maps, absorption rates, and supply pipeline data

Module 3: Deal-Level Financial Modeling

• Building an investment model from scratch
• Rehab cost forecasting, construction carry, and timeline risk modeling
• Sensitivity analysis: impact of ARV, holding costs, or interest rates
• Scenario testing: best case, base case, worst case
• Calculating: ROI and IRR, DCR, LTV and loan constant, break-even rent and flip profit

Module 4: Portfolio Theory for Real Estate

• Diversification and risk-adjusted returns in real estate portfolios
• Correlation between asset classes and regions
• Creating an “efficient frontier” of property investments
• Using real estate as a hedge or income engine

Module 5: Macroeconomics & Market Forecasting

• Reading interest rate trends and Fed policy impact
• Inflation and its effects on real estate asset classes
• Understanding bond yields, spreads, and REIT performance
• Market forecasting models: regression, trend, and comparative methods
• When to buy, hold, or exit based on economic signals

Module 7: Real Estate Risk Management

• Market risk, liquidity risk, and leverage risk
• Sensitivity modeling for interest rate increases
• Stress testing your portfolio
• Building contingency models for flippers and rental portfolios

Module 8: Investor Reporting & Capital Presentation

• How to present deal analysis to private money lenders or investors
• Building investor pitch decks using your model outputs
• Transparency, ethics, and SEC-compliant reporting standards

Capstone Project:

Analyze a target market and underwrite a real property:

• Step 1: Market research report (population, jobs, pricing trends)
• Step 2: Build a deal model (with ROI, IRR, and sensitivity tables)
• Step 3: Present investment thesis and capital structure

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Weekend Intensive

Dates:

• October 20-21 Full
• November 29-30 Full
• December 13-14th, 2025 (next available)

Details

• Location: Denver
• Fast paced, surrounded by peers, hands on support.
• Class sizes are limited : Small class sizes ensure hands-on guidance and personal attention
• Materials are included

1:1 Weekly sessions

• 1:1 Virtual sessions meeting weekly
• Slower paced, more time to work on projects
• Intended for people who want a more personal hands on approach, more time with the curriculum, or are unable on one of the weekend intensives available
• Materials are included