A few months ago, I posed a simple question here:
“Can you find anything online?”
And then I explained why it’s still hard to find information on some topics, like real estate private equity case studies, even today.
Nothing much has changed in the past few months, so today I wanted to share another REPE case study, the full video tutorial, the case study prompt, the Excel solution file, and the full investment recommendation.
This one’s similar to the first case study because both are based on real documents sent in by readers, but other than that they’re dramatically different:
- The first case study was closely linked to market data, but this one is far more about the numbers and getting the Excel calculations right.
- The first case study was based on a property in Seattle, whereas this one is based on a property in Boston, so you won’t be arrested if you don’t work at Microsoft or Amazon. Go diversity!
- There is no real “trick” in this case where you have to modify the assumptions; however, a few of the Excel formulas could vaporize your brain. Be careful!
The Video Walk-Through, Case Study Files, and More