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.
On a personal 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 we recommend
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. Iterate.
5. Join a deal group or coaching session
Our coaching and advisory network 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. And in competitive hiring markets, the professionals who speak that language fluently? They 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.
