REFM corporate training sets up your employees for success by teaching them how to be more productive in Excel. REFM has trained employees at firms that in aggregate, own, develop and manage CRE assets worth trillions of dollars.

Our Catalog

Custom content creation is available on request.

See remote training in action

Examples of interactive Q&A at 5:40 and 6:35 marks.

Why firms choose REFM

• Our time-tested training content is second to none in terms of refinement, depth and breadth
• Our efficient teaching and learning format makes the most of contact hours
• Our signature interactive, high-engagement training style
• Our skills assessment and Certification testing programs that prove employee learning
• We do not invest directly in real estate, so we pose no potential conflicts to client businesses

How corporate in-house training works

To make sure we understand your needs and expectations, we will schedule an exploratory phone conversation. Once we know your requirements, we will provide a formal proposal. On-site training can be as short as one-half day, and as long as two full days or more.

Benefits

• Higher return on investment than sending multiple individuals to public trainings
• Improved Excel-based problem-solving and analysis skills, quicker work turnaround and fewer mistakes
• Increased confidence in advanced sensitivity analysis abilities
• Improved financial modeling knowledge, understanding and customization capabilities
• Heightened credibility with potential partners, lenders, investors and internal stakeholders

Popular training delivery formats include

• Self study by employees and online Certification testing in advance of on-site training
• Full-day on-site training over 2-3 consecutive days
• Multiple real-time 1-hour webinars

Popular courses include

• REFM’s Level 1 through 3 Bootcamps
  • Excel For Real Estate
  • Real Estate Finance
  • Single Transaction Equity Joint Venture Partnership Waterfall Modeling
• Individual asset transaction modeling
  • Apartment Building Acquisition and Unit Renovation
  • Retail Property Operating Projection and Acquisition Screening Analysis
  • Mixed-Use Condominium Building Development
• Private Equity Fund Modeling