Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)

What you will learn

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

Description

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

Content

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


Subscribe to latest coupons on our Telegram channel.

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