HOME Industry-Specific Financial Modeling

Industry-Specific Financial Modeling

Sort by:
  • Date
  • Date
  • Title

The Real Estate Pro-Forma: Full Guide, Excel Template, Explanations, and More

If you want to understand a company, look at its financial statements – and if you want to understand a property, look at its pro-forma. Many websites and textbooks describe the real estate pro-forma as a “cash flow projection” for a property. While that description is accurate, it’s more useful to think of the pro-forma […]
Click here to read the article

How to Pitch a Bank Stock (FIG) – and Profit Handsomely When You’re Right

Does the M&I stock pitch template work for any industry? You might think: “Well, maybe for the standard ones… healthcare, technology, consumer/retail… but for really different industries, you need something different.” Wrong! The most different industry is easily financial institutions (FIG), and commercial banks and insurance firms more specifically. Accounting is different, valuation is different, […]
Click here to read the article

How to Prepare an Oil & Gas Stock Pitch – and Prevent Disaster When It Goes Wrong

The stock pitch. It might just be the most critical part of any hedge fund or asset management interview… And we ran an entire series on how to construct and present your own stock pitches last year. As an added bonus, there was an exceptional interview with one reader on oil & gas modeling case […]
Click here to read the article