Excel Workshop II: Breaking Down the Real Estate Pro Forma

In our second session of the Real Estate Society's Excel Workshop series, we’ll take the foundational skills from Workshop I and apply them directly to a real estate pro forma.

We’ll walk through a sample investment pro forma line-by-line, breaking down how each input affects the deal and teaching you how to calculate key financial metrics including:

• IRR (Internal Rate of Return)

• Cap Rate (Capitalization Rate)

• DSCR (Debt Service Coverage Ratio)

• Cash-on-Cash Return

• Equity Multiple

This session is hands-on and highly practical—perfect for anyone interested in underwriting, development, or investment analysis. Whether you’re new to these terms or want a deeper understanding of how they fit together, this workshop is your next step toward becoming deal-ready.