Visualisation Techniques for Real Estate Models

Learn how to visualise your real estate investment model in Excel. Visualisations help your proposal stand out, but they can also help you find insights otherwise obscured by sheets of data. This unique course will show you how to effectively communicate Real Estate return metrics with the appropriate images, visual quantities, charts and graphics. You will also learn how to audit yours and others’ cash flow models using visual analytical techniques, all of which can be achieved to a sophisticated degree within Excel. From dynamic dashboards to advanced manipulation of lease data, this course will help delegates create powerful yet meaningful charts for their investment presentations.

On this course you will

Understand the power and limits of visualisations
Learn which visualisations are appropriate to which situations
Learn advanced charting tools and work arounds to build the visualisations you need
Build dynamic dashboards to help you explore your data
Learn techniques to visually interrogate your cash flows for actionable insights
Create ‘board ready’ presentations from your financial model
Use maps, images and infographics to tell a story

Who is this course for?

Real Estate Analysts
Financial Model, Project and Deal Auditors
Real Estate Consultants
Investors who wish to extract meaning from cash flow models
Agents expressing deal information in an appealing way
Lenders analysing risk in cash flow models
Fund Managers looking for actionable insights in their models
Researchers looking for new ways to present their data

Day One

Day One

Communicating Quantities

Leveraging the power of the eyes and the brain
Graphical perception or the science behind choosing the right graph
Characteristics of effective graphical displays
Data Visualisation technologies
Data Relationships: Linear vs Non-Linear
Types of Data Sets: Static vs. Dynamic

Visualisation of Real Estate Cash Flows

Lease Data:

– Property Details, Lease Details and Asset Management Data
– Units, Limits, Input Ranges and Validations
– Working with names, tables and filters
– Cleaning Data and Error Checking

Summary Statistics for Tenancy Schedules
Standard Chart Tools
– Advanced formatting of Line Pie and Bar Charts
– Scatter and Bubble Charts
Summary Statistics for Return metrics

Advanced Data Manipulation and Charts

Pivot Tables
– Pivot Tables and Pivot Charts
– Slicers and Dashboards
– Conditionally Formatted Charts
Specialist Charts and Techniques
– CFS Windows
– Leasing Bars
– Icons and Metaphors
– Time Lines and Cycle Charts
– Expressing Relationships
– Sparklines
– Retail Quilts
– Distribution Waterfalls