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Scheduled Dates

4/16/2018   08:30 AM  05:00 PM
4/17/2018   08:30 AM  05:00 PM
4/18/2018   08:00 AM  01:00 PM

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

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


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