Private Coaching

REFM Private Coaching enables you to accurately and elegantly solve financial modeling problems with Excel.

Have a big job interview coming up with a modeling test component?

Want to master Excel skills faster regardless?

Set yourself up for success by learning in a one-to-one or one-to-two format in-person or online. We will teach you basic and advanced principles, step you through Excel models line-by-line, and oversee your performing of skills exercises.

Get the same high-impact live training we give our corporate clients, but 100% custom to youac



How private coaching works

The ideal first step is to tell us about your background and your goals with the coaching program. Once we know this, we can recommend relevant content modules and a pre-set package (shown below), or we can customize content and a package to suit your needs.

Sessions are available on weekdays during business hours Eastern time up through 7:30 PM EST, with exceptions made as needed.

The venue can be either in Atlanta for a concentrated block of hours, or online through screensharing sessions lasting one hour each. Online sessions can be on consecutive weekdays or spread out however you wish. Depending on our schedule, we could get started as soon as tomorrow.


How we can spend the coaching contact hours

How we spend the time is 100% up to you.  Options include:

  • Initial delivery of our existing self-study content, with you performing hands-on exercises
  • Review of your questions on our self-study content that you have studied prior to the coaching session
  • You observing us building a model from scratch, such as that for a job interview technical modeling test
  • Us walking you through one of your own financial models, explaining concepts and model architecture.

Meet your coach

Ready to give us the information we need to suggest a package?

Packages available

Note: The packages below are based on commonly-requested coaching hour blocks. Larger packages are available at a discounted rate.

Silver (Great Starter Package)

$1,499for 1 person/session | $1,999 for 2 people


Package includes:

  • A hard copy of the 5th Edition of the Real Estate Finance and Investments: Risks and Opportunities textbook and digital audio of The Linneman Kirsch Tapes, 7+ hours of in-depth insights on the textbook
  • 3 private one-hour training sessions (recorded if desired)
  • Level 1 Excel for Real Estate Bootcamp Certification self-study product
  • $400 in REFM self-study credits
  • 20% Lifetime discount on REFM’s Excel-based Templates
  • 20% Lifetime discount on all webinars and public courses

Buy for 2 People

Gold (The Most Popular)

$2,499for 1 person/session | $2,999 for 2 people


Package includes:

Buy for 2 People

Platinum (Most Coaching Sessions)

$3,899for 1 person/session | $4,999 for 2 people


Package includes:

Buy for 2 People

What clients say

The coaching was extremely valuable. Wish I had done it years ago!- Investment banker
Well worth the time and money! I’m much better off now.- Neal Robin
In the interview test they had me do exactly what we went through. Thanks for your help.- S.S.
I was offered the analyst role at XXXXX earlier this morning. I am going to take it. Thank you so much for all your help over the last weeks. Without it, the case study would never have gone so well.- W.D.
The models we reviewed took complex transactions and presented them in a digestible manner. Worth the time and money as I now feel very comfortable in Microsoft Excel when analyzing real estate deals.- M.L.
I wanted to let you know that I have accepted an offer of employment from XXXXXX! Thank you again for all of the coaching over these past months - It paid off!- P.A.

Benefits include

  • Undivided attention of instructor
  • Improved Excel-based problem-solving and analysis skills, quicker work turnaround and fewer mistakes
  • Stronger performance on projects
  • Increased confidence in advanced sensitivity analysis abilities
  • Improved financial modeling knowledge, understanding and customization capabilities
  • Sharpened presentation of transaction financials
  • Heightened credibility with potential partners, lenders, investors and internal stakeholders

Popular one-on-one coaching topics include

  • REFM’s Level 1 through 3 Bootcamps (Excel For Real Estate, Real Estate Finance, and JV Waterfall Modeling)
  • Individual asset transaction modeling (e.g., Apartment Building Acquisition, Mixed-Use Condominium Development)
  • Private Equity Fund modeling

Our off-the-shelf content library

Our catalog of current training offerings is available below. Custom-tailored programs and testing are available upon request. Email with inquiries.

Download Catalog
Looking to buy or access self study products? Go to REFM's Courses Platform
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