Real Estate Finance & Investment

Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)

Buy $75.00

Course curriculum

1. 1010 Real Estate Investments Overview
2. 1020 Deed
3. 1030 Title Insurance
4. 1035 Real Estate Documents Needing to Be Recorded
5. 1040 Property Rights Limitations
1. 2010 Promissory Notes Provisions
2. 2020 Mortgage Instrument
3. 2022 Does The Bank Own Part of My Home NO
4. 2030 Bankruptcy
1. 910 Time Value of Money Overview
2. 920 Present Value Months as Period
3. 915 Present Value
4. 923 Future Value
5. 927 Future Value Months As Period
6. 930 Future Value vs Present Value
7. 933 Present Value Annuity
8. 936 Present Value Annuity Months as Period
9. 939 Future Value Annuity
10. 942 Future Value Annuity Months
11. 945 Present Value Cash Flow Examples
12. 948 Future Value Cash Flow Examples
13. 951 Present Value Terms Used In Capital Budgeting
14. 954 Net Present Value Assumptions
1. 911 Future Value FV Multiple Forms of Calculation
2. 912 Present Value (PV) Calculation – Multiple Ways
3. 915 Future Value Compounded Annually vs Semiannually
4. 916 Present Value (PV) Decision Making
5. 919 Present value Different Discount Rates Side by Side
6. 920 Present Value Planning Scenario
7. 921 Future Value of an Annuity
8. 922 Future Value Uneven Investments
9. 923 Present Value Annuity
10. 929 Future Value of a Collectible
11. 926 Present Value Annuity
12. 927 Present Value Uneven Payments
13. 930 Future Value of an Annuity
14. 931 Future Value - How Long to Double or Triple Investments
15. 933 Present Value - Estimate Stock Returns & Sale
16. 935 Future Value - Compounded Quarterly
17. 936 Future Value Compounded Annually, Quarterly, & Monthly
18. 940 How Much to Invest to Reach Goal - One Investment vs Annuity
19. 941 Use Annuity Calculation to Find Interest Rate
20. 944 Use Annuity Calculation to Find Interest Rate
21. 945 Use Annuity Calculation to Find Payment Amount
22. 947 Retirement Scenario PV Annuity & FV Annuity
23. 948 Present Value Uneven Payments
24. 950 Deferred Annuity
25. 952 FV of One & PV Annuity Loan - Uneven Repayment
26. 954 Home Loan Payment Calculation
27. 955 Future Value of Annuity Interest Rate Change
28. 956 PV & FV of Annuity College Savings Plan Adjustment
1. 911 Future Value FV Multiple Forms of Calculation
2. 912 Present Value (PV) Calculation – Multiple Ways
3. 915 Future Value Compounded Annually vs Semiannually
4. 916 Present Value Decision Making
5. 919 Present Value Different Discount Rates Side by Side
6. 920 Present Value Planning Scenario
7. 921 Future Value of an Annuity
8. 922 Future Value Uneven Investments
9. 923 Present Value Annuity
10. 926 Present Value Annuity
11. 927 Present Value Uneven Payments
12. 930 Future Value of an Annuity
13. 931 Future Value How Long to Double or Triple Investment
14. 933 Present Value Estimate Stock Returns & Sale
15. 935 Future Value Compounded Quarterly
16. 936 Future Value Compounded Annually, Quarterly, & Monthly
17. 938 Present Value of an Annuity Payments at Beginning of Period
18. 939 Current Payment, Annuity, or Future Payment Alternatives
19. 940 How Much to Invest to Reach Goal – One Investment vs Annuity
20. 941 Future Value Calculate Investment Rate of Return
21. 944 Use Annuity Calculate to Find Interest Rate
22. 945 Use Annuity Calculation to Find Payment Amount
23. 947 Retirement Scenario PV Annuity & FV Annuity
24. 948 Present Value Uneven Payments
25. 950 Deferred Annuity
26. 952 FV of One & PV Annuity Loan – Uneven Repayment
27. 954 Home Loan Payment Calculation
28. 955 Future Value of Annuity Interest Rate Change
29. 956 PV & FV of Annuity College Savings Plan Adjustment
1. 4010 Mortgage Interest Rates
2. 4020 Fixed Interest Rates Mortgage Loan Terms
3. 4025 Mortgage Payment Patterns
4. 4030 Loan Closing Costs Part 1
5. 4035 Loan Closing Costs Part 2
6. 4036 Loan Closing Costs Part 3
7. 4040 Mortgage Points
8. 4045 Truth-in-Lending Act
9. 4050 Reverse Mortgages
1. 4010 Amortization Schedule Worksheet No Tables
2. 4030 Amortization Schedule with Table & Splitter
3. 4050 Amortization Schedule with PivotTable
4. 4110 Amortization Schedule Rate Changes
5. 4125 Amortization Schedule Loan Amount Changes
6. 4130 Amortization Schedule Term Changes
7. 4140 Amortization Schedule PMT Change Impact on Rate
8. 4150 Amortization Schedule PMT Change Impact on Home Value
9. 4160 Amortization Schedule PMT Change Impact on Loan Term
10. 4180 Points Explained & Analyzed Part 1
11. 4190 Points Explained Pivot Tables Part 2
12. 4200 Points Break Even Point Part 1
13. 4210 Points Break Even Point Pivot Table Part 2
14. 4220 Lender Credit Method 1
15. 4230 Amortization Schedule Early Payments
16. 4250 Closing Costs Rolled into Loan
1. 4010 Loan Amortization Schedule Worksheet No Tables Part 1
2. 4015 Loan Amortization Schedule Worksheet No Tables Part 2
3. 4020 Loan Amortization Schedule Worksheet No Tables Part 3
4. 4030 Excel Amortization Schedule with Table & Slicer
5. 4050 Excel Amortization Schedule with PivotTable
6. 4110 Amortization Schedule Rate Changes
7. 4125 Amortization Schedule Loan Amount Changes
8. 4130 Amortization Schedule Term Changes
9. 4140 Amortization Schedule PMT Change Impact on Rate
10. 4150 Amortization Schedule PMT Change Impact on Home Value
11. 4160 Amortization Schedule PMT Change Impact on Loan Term
12. 4180 Points Explained & Analyzed Part 1
13. 4190 Points Explained Pivot Tables Part 2
14. 4200 Points Break Even Point Part 1
15. 4210 Points Break Even Point Pivot Table Part 2
16. 4220 Lender Credit Method 1
17. 4225 Lender Credit Method 2
18. 4230 Amortization Schedule Early Payments
19. 4250 Closing Costs Rolled into Loan
20. 4300 Amortization Table Formatting
21. 4400 Amortization Table Template
1. 5100 Adjustable Rate Mortgage ARM No Caps
2. 5120 Adjustable-Rate Mortgage ARM Rate Cap
3. 5130 Adjustable-Rate Mortgage ARM Payment Cap
4. 5140 Price Level Adjusted Mortgage (PLAM)
5. 5150 Shared Appreciation Mortgage
1. 5100 Adjustable-Rate Mortgage ARM No Caps Part 1
2. 5105 Adjustable-Rate Mortgage ARM No Caps Part 2
3. 5107 Adjustable-Rate Mortgage ARM No Caps Part 3
4. 5109 Adjustable-Rate Mortgage ARM No Caps Part 4
5. 5109 Adjustable-Rate Mortgage ARM No Caps Part 5
6. 5120 Adjustable-Rate Mortgage ARM Rate Cap Part 1
7. 5121 Adjustable-Rate Mortgage ARM Rate Cap Part 2
8. 5122 Adjustable-Rate Mortgage ARM Rate Cap Part 2
9. 5123 Adjustable-Rate Mortgage ARM Rate Cap Part 3
10. 5124 Adjustable-Rate Mortgage ARM Rate Cap Part 4
11. 5130 Adjustable-Rate Mortgage ARM Payment Cap Part 1
12. 5131 Adjustable-Rate Mortgage ARM Payment Cap Part 2
13. 5132 Adjustable-Rate Mortgage ARM Payment Cap Part 3
14. 5133 Adjustable-Rate Mortgage ARM Payment Cap Part 4
15. 5140 Price Level Adjusted Mortgage (PLAM) Part 1
16. 5141 Price Level Adjusted Mortgage (PLAM) Part 2
17. 5142 Price Level Adjusted Mortgage (PLAM) Part 3
18. 5150 Shared Appreciation Mortgage

About this course

$75.00
149 lessons
44 hours of video content

Description

This course will provide many useful tools for real estate investors and home buyers.

Real estate investing in a complex topic for many reasons. Real estate is a large investment, often requiring a significant part of an and individual’s asset portfolio. Real estate investing often requires financing which increases the complexity. The reason for purchasing real estate varies greatly form person to person, some looking for a long-term home, others looking primarily for an investment, most wanting some mixture of both. Regulations also play a significant role in real estate investing decisions.

We will include many example problems, both in the format of presentations and Excel worksheet problems. The Excel worksheet presentations will include a downloadable Excel workbook with at least two tabs, one with the answer, the second with a preformatted worksheet that can be completed in a step-by-step process along with the instructional videos.

This course will start out with the basics. We will discuss basic real estate terms because every specialized field will have terminology we need to understand to communicate well and make decisions.

Real estate transactions have many components and players involved. Once we understand the basic terminology, we will discuss how those components and players fit together for a real estate transaction to take place.

Because real estate is a long-term investment, we need to understand time value of money concepts. This course will provide a section explaining what time value of money concepts are and will demonstrate the tools needed to use time value of money concepts. We will learn how to use Excel formulas to calculate present value, future value, payments, and interest rates.

Learners will understand different financing options. We will apply our time value of money concepts as we create amortization schedules and worksheet to help us analyze different financing options.