According to a recent study by PwC, over 75% of real estate investments fail to meet projected returns due to inaccurate valuations, miscalculated risks, and inefficient financial structures. In today’s competitive landscape, real estate leaders must master advanced financial modeling, scenario analysis, and valuation techniques to maximize returns while mitigating risks in an increasingly volatile market.
This certified program is designed to equip you with the critical knowledge and practical skills needed to master financial modeling and investment analysis in the real estate sector. By integrating real-world case studies with advanced modeling techniques, you will gain a deep understanding of key areas such as property valuation, financial structuring, risk assessment, and scenario analysis.
Throughout the program, you will explore core topics, including the unique nature of real estate investments, financial leverage, market and location analysis, joint ventures, partnerships, financing strategies, and the impact of regulatory environments. You will learn how to develop robust real estate financial models, from rental properties to large-scale residential developments, utilizing key financial statements, metrics, and valuation techniques to drive data-informed investment decisions.
By working through comprehensive case studies and hands-on modeling exercises, you will develop the ability to assess risk, structure real estate deals, evaluate financing strategies, and perform scenario and sensitivity analysis. You will also gain expertise in using waterfall distribution models, joint venture structures, debt financing options, and return optimization strategies to enhance investment outcomes. Additionally, the program will provide valuable insights into risk mitigation in real estate, regulatory compliance, and strategic decision-making frameworks. You will be trained to assess project feasibility, forecast financial performance, and leverage analytical tools to build resilient real estate portfolios.
Upon completing the program and passing the Chartered exam, you will be attaining the Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation that can be used in your professional credentials. This globally recognized certification demonstrates your expertise in real estate financial modeling and investment analysis, distinguishing you as a leader in the field of real estate finance and development. The certification holds lifelong validity and serves as a testament to your ability to structure, evaluate, and optimize real estate investments within an increasingly complex and competitive market.
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This program will entitle you:
Download Brochure Pricing & Registration- Experience 3 days of instructor-led live program and gain comprehensive insights into real estate financial modeling, investment analysis, valuation methodologies, risk management strategies, and deal structuring frameworks - equipping professionals with the advanced expertise needed to excel in the field.
- By the end of the program, you will earn the Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation, validating your expertise in real estate finance, deal structuring, and investment decision-making.
- Gain hands-on experience in building financial models, structuring joint ventures, evaluating financing options, conducting sensitivity analysis, and optimizing real estate investments - empowering strategic, data-driven decision-making.
- For inquiries, chat with our Program Advisors at advisor@charteredcertifications.com or call us at
- USA: +1 888 745 8875
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
Accreditations
This Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation represents the highest standard of professional excellence in real estate finance, investment analysis, and valuation. This credential validates comprehensive expertise in financial modeling, deal structuring, risk management, investment decision-making, and scenario analysis - establishing you as a qualified expert in strategic real estate investment and financial planning. It is accredited by the Chartered Institute of Professional Certifications, which maintains the governing standards for all members. The CRE™ charter is a trademarked charter available only to professionals who have completed and passed this program. The certification is governed and maintained by Chartered Institute of Professional Certifications with over 90,000 members around the world. It is also endorsed by prominent associations and organizations worldwide.
The content of this program has been fully certified and accredited by CPD as conforming to Continuing Professional Principles.
What Can You Expect From This Certified Program
Studies show that real estate investments backed by robust financial models achieve 20-30% higher ROI compared to those relying on traditional valuation methods. Yet, 40% of real estate firms still rely on outdated spreadsheet-based models, increasing the risk of miscalculations and suboptimal investment decisions. By mastering cash flow projections, debt structuring, sensitivity analysis, and valuation techniques, professionals can significantly improve investment accuracy, reduce financial risk, and optimize capital allocation.
This certified program will equip you with advanced expertise in real estate financial modeling, valuation techniques, investment analysis, and risk management. It will provide you with in-depth coverage of key real estate financial statements, cash flow projections, joint ventures, waterfall distribution models, and sensitivity analysis. You will also explore essential frameworks, including financing strategies, project feasibility assessment, regulatory considerations, and market analysis, ensuring a comprehensive and strategic approach to real estate decision-making.
Additionally, this program will offer deep expertise in real estate debt financing, covering key structures such as senior debt and mezzanine equity, loan amortization schedules, and the impact of financing on project returns. Beyond mastering financial frameworks, you will develop the ability to construct and apply sophisticated financial models tailored to diverse real estate investments, from rental properties to large-scale developments.
Through hands-on experience, you will refine your skills in scenario planning, deal structuring, investment optimization, and performance benchmarking. You will also learn to integrate geographic, demographic, and economic factors into your analysis, ensuring a well-rounded approach to investment decision-making. Additionally, the program delves into risk mitigation strategies, capital access options, and regulatory compliance - empowering you with the strategic foresight and analytical expertise to make informed, data-driven investment decisions.
Upon completing the program and passing the Chartered exam, you will attain the Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation. This credential will signify your expertise in structuring real estate deals, managing investment risks, and optimizing portfolios to maximize returns, positioning you for success in an increasingly competitive and dynamic market.
Key Skills You Will Gain
- Real Estate Financial Modeling
- Investment Analysis and Valuation
- Risk Assessment and Mitigation in Real Estate
- Joint Ventures Partnerships and Syndications
- Real Estate Debt and Equity Structuring
- Waterfall Distribution Models and Equity Splits
- Cash Flow Analysis and Forecasting
- Scenario and Sensitivity Analysis
- Time Value of Money Analysis
- Discounted Cash Flow (DCF) Analysis
- Financial Statement Analysis for Real Estate
- Debt Service Coverage Ratio (DSCR) Calculation
- Property Valuation Techniques (Income - Cost - and Market Approach)
- Market and Location Analysis in Real Estate
- Regulatory and Compliance Frameworks in Real Estate
- Structuring Real Estate Investment Deals
- Real Estate Taxation and Financial Implications
- Understanding Zoning Laws and Land Use Regulations
- Real Estate Capital Markets and Access to Funding
- Financial Leverage Strategies in Real Estate
- Loan Structuring and Amortization Schedules
- Real Estate Portfolio Management and Diversification
- Affordable Housing Investment Strategies
- Commercial and Residential Development Feasibility Analysis
- Building and Testing Real Estate Investment Assumptions
- Understanding REITs and Institutional Investments
- Due Diligence in Real Estate Transactions
- Real Estate Asset Management Strategies
- Exit Strategies and Disposition Planning
- Project Budgeting and Financial Oversight in Real Estate
- Real Estate Price Forecasting
Your Faculty Director
Samuel J. Kain is a seasoned expert with over 40 years of experience in real estate finance, accounting, and investment analysis. He is a leading authority in real estate financial modeling, valuation, and deal structuring, dedicated to advancing industry best practices through education, consulting, and hands-on market expertise. Throughout his career, Sam has held several prominent leadership roles, including Controller and CFO for two real estate developers, public accountant for multiple real estate firms, and adjunct instructor at four universities.
As an accomplished educator, Sam has developed and taught courses in accounting, economics, and finance, including the Real Estate Principles course for Walsh College’s Finance Department. His expertise spans financial modeling, investment structuring, risk assessment, and market analysis, empowering professionals and investors to make data-driven real estate decisions.
Recognized for his deep industry knowledge, Sam holds an M.S. in Finance and multiple real estate certifications, including ABR®, SRS, RENE, and PSA. As an active real estate agent, he continues to provide strategic insights and real-world investment expertise, cementing his reputation as a trusted leader in the field.
Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) Program Agenda
Chartered Exam
At the end of the program, there will be a Chartered exam comprising 50 multiple choice questions. Upon passing the exam, you will be accredited with Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation.
- 98% of students who have taken this exam have passed the exam successfully. Almost all professionals who have taken our courses have passed this test and attained their Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation.
- The exam has 50 multiple choice questions and you need to answer 25 out of 50 questions correctly to pass the exam.
- You can retake the exam online as many times as you want, with no additional charges for retaking the exams.
- The program cost already includes the exam fees, so there are no additional charges for taking the exam.
If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.
Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) Designation
Upon completion of the program and successfully passing the Chartered exam, you will be awarded the prestigious Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™) designation, which can be showcased in your resume, CV, and other professional credentials. Developed by the esteemed Chartered Institute of Professional Certifications, a leading authority in professional certifications, this industry-recognized, trademarked charter establishes your expertise in real estate financial modeling, investment analysis, and valuation. It highlights your proficiency in applying financial principles, risk assessment techniques, and deal structuring methodologies to optimize investment returns, mitigate risks, and drive informed, strategic decision-making in real estate finance.
The program's content has been independently accredited and certified by the Continuing Professional Development (CPD) organization, guaranteeing adherence to rigorous standards of professional development.
Pricing & Registration
United Kingdom and EU
Dates: 5 - 7 Aug 2025
Venue: Online Executive Program (via Zoom)
Time: 9:00am - 4:30pm British Summer Time (BST)
10:00am - 5:30pm Central European Summer Time (CEST)
| Early Bird Packages | Regular Pricing | ||
|---|---|---|---|
| By 04 Jun 2025 | By 16 Jul 2025 | After 16 Jul 2025 | |
| UK Delegates | GBP 1,495 | GBP 1,695 | GBP 1,795 |
| EU Delegates | EUR 1,695 | EUR 1,895 | EUR 1,995 |
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat (1 discount scheme applies)
Register NowDownload Brochure
You can download our program brochure below. If you have any inquiries on this program, please contact our Program Advisor at advisor@charteredcertifications.com or call us at:
- USA: +1 888 745 8875
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
On Demand Learning
If you are unable to make it to this program due to the dates, you can also enroll into our program through our on-demand learning. Click on the link below to go to our on demand learning to discover how you can enroll into the program and earn your Charter or certificate through our on demand learning platform.
Go to Our On Demand Learning Here
Convincing Your Boss To Attend This Program
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Certified Real Estate Financial Modeling, Investment Analysis and Valuation Professional (CRE™)
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