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Scheduled Dates

4/16/2018 08:30 AM - 05:00 PM Mon
4/17/2018 08:30 AM - 05:00 PM Tue
4/18/2018 08:00 AM - 01:00 PM Wed

This event has ended and is no longer available for new enrollments.

HD422-Computer Spread Sheet Analysis for Housing

Dates: 4/16/2018 to 4/18/2018
Mo 08:30 AM - 05:00 PM
Tu 08:30 AM - 05:00 PM
We 08:00 AM - 01:00 PM

(View complete list of dates)

Located in : Helena MT, Doubletree Helena Downtown
Instructor: Corey Leon

Regular Student: $825.00
The third course in the HDFP Certification Program™, HD422 incorporates the use of computer spread sheets designed to give participants the ability to apply the financial analysis techniques presented in the previous two courses. In this three-day course, participants learn to use spread sheets as a tool to locate and interpret key financial information and to restructure a housing transaction based on revised assumptions. More time is available to consider structuring options for affordable home ownership and rental housing case studies. Specific topics include:
  • Spread Sheet Basics
    • Navigating financial analysis forms and spread sheets
    • Entering data into computerized spread sheets
    • Implications of changing project assumptions
  • Home Ownership Spread Sheets
    • Development budget
    • Profit and loss statement
    • Cash flow statement
    • Home buyer mortgage analysis
    • Interpreting data
  • Rental Housing Spreads Sheets
    • Development budget
    • Pro forma income and expense statement
    • Sources of funds
    • Tax and appreciation benefits
  • Debt and Equity Investment Vehicles
    • Alternative mortgage instruments
    • HOME
    • CDBG
    • Other financing programs


CM 22.50

Additional Information

The National Development Council is proud to Partner with Montana Housing to offer this training opportunity.  

Registration is restricted to invitees of Montana Housing until March 16, 2018.  After that date, registration will open to the general public if space permits.


Training Site and Hotel Accommodations:

Doubletree Helena Downtown

22 N. Last Chance Gulch

Helena, MT  29601


When making hotel reservations, please ask for the Montana Department of Commerce block.  The reduced sleeping room rate will expire March 26, 2018.


Participants must bring laptop equipped with Excel.

Prerequisites: HD410-Home Ownership Finance,  HD420-Rental Housing Development Finance


Late registration not allowed