Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)
☑ List and explain real estate related terms
☑ Describe the parties and components involved in a real estate transaction
☑ Explain what time value of money concept are and why they matter for real estate transactions
☑ Calculate present value using Excel formulas
☑ Calculate future value using Excel formulas
☑ Calculate payment amount PMT using Excel formulas
☑ Calculate interest rates using Excel formulas
☑ Describe common financing options and loan structures
☑ Build amortizations schedules using Excel
This course will provide many useful tools for real estate investors and home buyers.
Real estate investing in a complex topic for many reasons. Real estate is a large investment, often requiring a significant part of an and individual’s asset portfolio. Real estate investing often requires financing which increases the complexity. The reason for purchasing real estate varies greatly form person to person, some looking for a long-term home, others looking primarily for an investment, most wanting some mixture of both. Regulations also play a significant role in real estate investing decisions.
We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.
This course will start out with the basics. We will discuss basic real estate terms because every specialized field will have terminology we need to understand to communicate well and make decisions.
Real estate transactions have many components and players involved. Once we understand the basic terminology, we will discuss how those components and players fit together for a real estate transaction to take place.
Because real estate is a long-term investment, we need to understand time value of money concepts. This course will provide a section explaining what time value of money concepts are and will demonstrate the tools needed to use time value of money concepts. We will learn how to use Excel formulas to calculate present value, future value, payments, and interest rates.
Learners will understand different financing options. We will apply our time value of money concepts as we create amortization schedules and worksheet to help us analyze different financing options.
English
Language
Presentations – Basic Legal Terms
1010 Real Estate Investments Overview
1020 Deed
1030 Title Insurance
1035 Real Estate Documents Needing to Be Recorded
1040 Property Rights Limitations
Presentations – Notes & Mortgages
2010 Promissory Notes Provisions
2020 Mortgage Instrument
2022 Does The Bank Own Part of My Home NO
2030 Bankruptcy
Presentations – Time Value of Money
910 Time Value of Money Overview
915 Present Value
920 Present Value Months as Period
923 Future Value
927 Future Value Months As Period
930 Future Value vs Present Value
933 Present Value Annuity
936 Present Value Annuity Months as Period
939 Future Value Annuity
942 Future Value Annuity Months
945 Present Value Cash Flow Examples
948 Future Value Cash Flow Examples
951 Present Value Terms Used In Capital Budgeting
954 Net Present Value Assumptions
Problems – Time Value of Money
911 Future Value FV Multiple Forms of Calculation
912 Present Value (PV) Calculation – Multiple Ways
915 Future Value Compounded Annually vs Semiannually
916 Present Value (PV) Decision Making
919 Present value Different Discount Rates Side by Side
920 Present Value Planning Scenario
921 Future Value of an Annuity
922 Future Value Uneven Investments
923 Present Value Annuity
926 Present Value Annuity
927 Present Value Uneven Payments
929 Future Value of a Collectible
930 Future Value of an Annuity
931 Future Value – How Long to Double or Triple Investments
933 Present Value – Estimate Stock Returns & Sale
935 Future Value – Compounded Quarterly
936 Future Value Compounded Annually, Quarterly, & Monthly
940 How Much to Invest to Reach Goal – One Investment vs Annuity
941 Use Annuity Calculation to Find Interest Rate
944 Use Annuity Calculation to Find Interest Rate
945 Use Annuity Calculation to Find Payment Amount
947 Retirement Scenario PV Annuity & FV Annuity
948 Present Value Uneven Payments
950 Deferred Annuity
952 FV of One & PV Annuity Loan – Uneven Repayment
954 Home Loan Payment Calculation
955 Future Value of Annuity Interest Rate Change
956 PV & FV of Annuity College Savings Plan Adjustment
Excel Probs. – Time Value of Money
911 Future Value FV Multiple Forms of Calculation
912 Present Value (PV) Calculation – Multiple Ways
915 Future Value Compounded Annually vs Semiannually
916 Present Value Decision Making
919 Present Value Different Discount Rates Side by Side
920 Present Value Planning Scenario
921 Future Value of an Annuity
922 Future Value Uneven Investments
923 Present Value Annuity
926 Present Value Annuity
927 Present Value Uneven Payments
930 Future Value of an Annuity
931 Future Value How Long to Double or Triple Investment
933 Present Value Estimate Stock Returns & Sale
935 Future Value Compounded Quarterly
938 Present Value of an Annuity Payments at Beginning of Period
939 Current Payment, Annuity, or Future Payment Alternatives
940 How Much to Invest to Reach Goal – One Investment vs Annuity
941 Future Value Calculate Investment Rate of Return
944 Use Annuity Calculate to Find Interest Rate
945 Use Annuity Calculation to Find Payment Amount
947 Retirement Scenario PV Annuity & FV Annuity
948 Present Value Uneven Payments
950 Deferred Annuity
952 FV of One & PV Annuity Loan – Uneven Repayment
954 Home Loan Payment Calculation
955 Future Value of Annuity Interest Rate Change
956 PV & FV of Annuity College Savings Plan Adjustment
Presentations: Loans & Mortgages
4010 Mortgage Interest Rates
4020 Fixed Interest Rates Mortgage Loan Terms
4025 Mortgage Payment Patterns
4030 Loan Closing Costs Part 1
4035 Loan Closing Costs Part 2
4036 Loan Closing Costs Part 3
4040 Mortgage Points
4045 Truth-in-Lending Act
4050 Reverse Mortgages
Problems – Loans & Mortgages
4010 Amortization Schedule Worksheet No Tables
Excel Probs. – Loans & Mortgages
4010 Loan Amortization Schedule Worksheet No Tables Part 1
4015 Loan Amortization Schedule Worksheet No Tables Part 2
4020 Loan Amortization Schedule Worksheet No Tables Part 3
4030 Excel Amortization Schedule with Table & Slicer
4050 Excel Amortization Schedule with PivotTable
4110 Amortization Schedule Rate Changes
4125 Amortization Schedule Loan Amount Changes
4130 Amortization Schedule Term Changes
4140 Amortization Schedule PMT Change Impact on Rate