Commercial Real Estate Investment Analysis: Strategic Due Diligence & Deal Evaluation

About the Course

This comprehensive training program equips real estate professionals and investment analysts with the sophisticated tools and frameworks needed to evaluate commercial property investments systematically. Participants will develop expertise in financial modeling, property valuation techniques, and comprehensive due diligence processes used by institutional investors and deal teams. The course bridges theoretical knowledge with practical application through case studies, real-world scenarios, and hands-on analysis exercises.

Course Objectives

• Understand fundamental commercial real estate investment structures and deal frameworks
• Perform comprehensive financial analysis using NOI, IRR, cap rates, and cash-on-cash returns
• Conduct property valuation using income, comparable sales, and cost approaches
• Execute systematic due diligence covering legal, physical, and financial dimensions
• Identify and quantify investment risks through scenario and sensitivity analysis
• Evaluate deal feasibility and structure optimal investment vehicles
• Apply negotiation strategies and construct term sheets and LOIs
• Develop financial models for acquisition, disposition, and portfolio analysis

Target Audience

This course is designed for investment analysts, asset managers, underwriters, acquisitions professionals, and commercial real estate brokers seeking to strengthen their deal evaluation capabilities. It's ideal for professionals transitioning into real estate investment roles, asset managers looking to formalize their analytical frameworks, and transaction professionals who need to enhance their financial modeling and due diligence competencies. Prior experience in finance or real estate is beneficial but not required.

What You Will Benefit as a Learner

• Develop institutional-grade financial models and valuation frameworks for commercial properties
• Build confidence in identifying deal risks, market constraints, and downside scenarios early
• Create systematic due diligence checklists and processes adaptable to your organization
• Learn negotiation techniques that protect capital and enhance deal terms
• Understand legal structures, tax implications, and entity formation best practices
• Gain frameworks for portfolio-level analysis and strategic capital allocation

Training Methodology

The course employs an integrated learning approach combining lecture, interactive case studies, real transaction analysis, and hands-on financial modeling. Participants work through multiple deal scenarios using Excel-based models, conduct mock due diligence on provided properties, and present findings in peer review sessions. Guest speakers from active investment firms share current market insights and deal sourcing strategies.