Day 13

Session Details

The use of spreadsheets in financial analysis provides the investor or analyst with enormous flexibility when it comes to evaluating alternative investments. A spreadsheet model that has been efficiently designed, whether to analyse a specific problem or answer particular questions, can provide important insights for investment decision making.

Developing spreadsheet-based investment models requires knowledge of the investment environment, an appreciation for spreadsheet model building and an understanding of the vast array of financial and other functions available in Excel to support the analytical process. This master class combines these resources in practical applications of investing in the property market. The workshop will emphasise features of Excel’s new Ribbon interface and features that are new to 2007.

The session will examine ways of building spreadsheet models to:

• estimate the after tax return for residential property investments under conditions of certainty and uncertainty
• evaluate property investments using alternative loan structures
• examine tax effective methods of investing in residential property
• implement strategies for building a wealth base using property investments

Attend this master class to:

• build spreadsheet-based investment models
• link model components across worksheets and consolidate information
• use nested functions and array formulae to enhance the model building process
• interrogate models using Excel's model interrogation tools
• appreciate the benefits of investing in residential property
• evaluate investment alternatives and make recommendations

You will have the opportunity to apply a number of techniques during the session. You will receive a detailed set of notes and a copy of the models on disk to enable you to continue to perfect your technique after the session.