Investment Education & Tools
Download the Brain Toolkit
Tools for the major components
of Development Feasibility
- Capital Markets Guide: Intro on how to properly plan capital for real estate
- Development Model: Get our stage-1 screener model for 1st-look feasibility
- Project Risk Scorecard: See & evaluate the elements of project risk
Business & Technical Skill Building
Know that you’ve found the right small business acquisition
Includes course & financial modeling templates:
Course: Financial Modeling - Small Business Buyouts
Series One
- Get the spreadsheet model: For valuing the company, forecasting revenue, and planning operations improvements
- Know if the price is right: Make sure the price you offer is in the “strike zone” and gain confidence that you’re not overpaying
- Forecast revenue streams: Add customers at a monthly level, forecast various products / services separate from each other
- 3-statement modeling: Even small businesses need a P&L, balance sheet, and statement of cash flows
- Predict operations: People are critical to success. Make sure you plan headcount growth in the right departments
- Finance the acquisition & working capital: Don’t over or under lever the purchase. Make sure you have enough cash to survive
Plan the project and development costs to know your deal will get capitalized
Includes course & financial modeling templates:
Course: Financial Modeling - Single & Mixed-Use Real Estate Development
Series Two
- Get the spreadsheet model: That can handle multifamily, for-sale, hospitality, and office/retail
- Incorporate investment thesis: You have an investment thesis that needs to be illustrated – make this clear in the model
- Rent pricing & market analyzer: Add the assurance that the market will absorb your rents – contrast each item against comps
- Full P&L & monthly cash flow statement: Assets are valuable ultimately because they generate income – make your CPA happy
- Enhance visibility in the project budget: Start high-level, but use the Budget Exhibit to cover every line item – get this right
- Properly structure capital: Don’t waste time with deals that only work in Fantasia – know the capital structures that get done.
Prepare your organization for the upper-most echelons with the right people and infrastructure
Heighten your ability to find value through the study of a market’s characteristics and performance
Learn the background and how-to on accounting fundamentals in small business and real estate