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I want to improve my financial modelling skills. What do you recommend?

September 10, 2025

That’s a great instinct because in today’s Real Estate environment, financial fluency isn’t just for analysts. It’s a career edge at every level.

Whether you’re in Development, Investment, or Asset management, improving your modelling gives you sharper deal insight, clearer risk analysis, and more confident communication with capital partners.

It’s also one of the most visible ways to demonstrate commercial credibility.

What you should do…

Here’s a structured path we’ve seen work well for senior and mid-level professionals:

1. Refresh the fundamentals

If it’s been a while since Excel became your second language, start with a modelling bootcamp. We like:
▪️ Bayfield
▪️ Bayrock
▪️ Adventures in CRE
▪️ Excel in Property

2. Level up with scenario building

Once you’re comfortable with cash flows and IRRs, learn to model sensitivities, funding structures, and phased developments.

3. Add storytelling

Great modellers don’t just crunch numbers-they explain them. Practice turning data into decisions and building models that are easy to read, trust, and present.

4. Use real projects

Whether you’re in-role or between roles, nothing beats using a real deal or asset as a sandbox. Reverse-engineer it. Ask questions and iterate.

5. Join a deal group or coaching session

Coaching and advisory networks often runs small-group deal clinics or one-on-one walkthroughs for senior hires prepping for interviews or board presentations.

Universally speaking

Financial modelling isn’t just a technical skill, it’s a lens through which you can view opportunity, risk, and value. In competitive hiring markets, the professionals who speak that language fluently, often rise faster.

Need a recommendation or introduction to a training provider or coach?

We’re happy to help based on your role, region, and goals. Contact us for more.

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