COURSE CURRICULUM

  • 1

    Welcome!

  • 2

    Learn Finance & Investment Fundamentals

    • The Time Value of Money

    • Compound Interest vs. Simple Interest

    • The Difference Between APR and APY

    • How Interest Rates are Determined

  • 3

    Introduction - Commercial Real Estate Investments Part 1

    • The Most Important Number in CRE: Net Operating Income (NOI)

    • Cap Rates: How to Value Commercial Real Estate

    • PRACTICE Valuing Commercial Real Estate

    • Capital Expenditures

    • How to Build a Real Estate Pro forma

    • Sample Pro forma Spreadsheet DOWNLOAD

  • 4

    Numbers BOOT CAMP - Build Your Skills Analyzing Investments

    • Introduction to Financial Calculators

    • List of Financial Calculators and Apps

    • How I Show Calculator Inputs on the Board

    • Financial Calculator - Tour of Functions

    • Changing the Decimal Display

    • Using the 'g'-Key

    • Entering RATE

    • RPN (Reverse Polish Notation)

    • Financial Calculator - Stacking

    • Calculator Practice - Get Familiar with RPN & Stacking

    • Future Value (FV)

    • PRACTICE #1 - Future Value

    • PRACTICE - Future Value

    • Future Value - Additional Practice

    • Present Value (PV)

    • PRACTICE - Present Value

    • Net Present Value (NPV)

    • Rate of Return - Interest Rate (i)

    • Internal Rate of Return (IRR)

    • PRACTICE - Rate of Return - Interest Rate

    • Number of Periods - Time (n)

    • PRACTICE - Number of Periods - Time

    • Payments & Cash Flows (PMT)

    • PRACTICE - Payments & Cash Flows

  • 5

    Leverage with Mortgage Loans

    • The Capital Stack - Debt & Equity

    • Loan-to-Value Ratio (LTV)

    • PRACTICE - Loan-to-Value

    • What is Amortization?

    • How to Calculate a Loan Payment

    • PRACTICE - How to Calculate a Loan Payment

    • SAMPLE Spreadsheet Download - How to Calculate a Loan Payment

    • What is a Balloon Payment?

    • How to Calculate a Balloon Payment / Loan Balance

    • PRACTICE - How to Calculate a Balloon Payment

    • SAMPLE Spreadsheet Download - Balloon Payment / Loan Balance Calculator

    • Partial Amortization / Balloon Payments

    • Principal & Interest (P & I)

    • Recourse vs. Non-Recourse Loans

    • "Bad-Boy" Carve-Outs

    • How to Read a Promissory Note

    • Debt Service

    • Debt Service Coverage Ratio (DSCR)

    • Capitalized Interest

    • Adjustable Rate Mortgage Loans (ARMs)

    • Bridge Loans

    • Appraisals

    • What is a Loan Constant?

    • PRACTICE - How to Calculate Loan Constant

    • Discount Points & Loan Fees

  • 6

    Acquiring Commercial Investment Real Estate

    • How to Analyze Real Estate Acquisitions

    • How to Make an Offer and Acquire a Commercial Property

    • Due Diligence

    • Sample Due Diligence Checklist DOWNLOAD

    • What is Escrow?

    • Steps in the Escrow Process

    • 1031 Exchange

    • 1031 Exchange - What You Need to Know

    • Physical Inspection Contingency

    • Title Contingency

    • Books and Records Contingency

  • 7

    Analyze Investment Real Estate Returns

    • The Power of LEVERAGE: How to Do More with Less

    • Net Cash Flow

    • Principal Reduction

    • Equity

    • Appreciation

    • Return on Equity

    • Cash-on-Cash Return

    • Gross Rent Multiplier (GRM)

    • Accelerated Depreciaton

  • 8

    Certify Your Skills

    • Final Skills Test

    • Before you go...

    • Thank you!

““Trevor is really charismatic in the way that he teaches, and he has some stories that will really stick in your brain. He has that real life experience that a lot of academics does not have. With Trevor's course, you actually feel like you're learning things that will be applied.” ”

Monique Lum, CPA, MRED, Commercial Real Estate Broker

““When I was first entering the industry, I wanted to learn from the very best. Basically everything I learned about finance and investments, I learned from this course. It's like no other. I looked all over the internet for something like this.” ”

Michelle Swan, Commercial Real Estate Broker

““Trevor Calton knows how to teach real estate finance to students in both finance and non-finance fields by taking a more contextual approach to practical, real life equations. His way of explaining things is super helpful; I feel much more confident after his course than I did before it.” ”

Melissa Meagher, MRED
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TESTIMONIALS FROM ACTUAL STUDENTS

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Instructor Writing On Clear Glass Board

Self-Paced Training On Demand

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Step-by-Step Calculator Instructions

Financial Calculator

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Certificate of Completion
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YOUR INSTRUCTOR

Trevor Calton

Professor of Real Estate Finance & President of Evergreen Capital

Trevor Calton has worked in Commercial Real Estate & Mortgage Banking since 1997, with experience in commercial lending, capital markets, CRE sales & brokerage, investment acquisitions, and asset management. He has worked on the acquisition, analysis, and capitalization of over $5 billion in commercial real estate assets and managed portfolios of over 6000+ units of multifamily housing.

Trevor is also a Professor of Real Estate Finance at at Portland State University, where he has been teaching in the Master of Real Estate Development program since 2011.

An award-winning speaker, teacher, and trainer, Trevor has trained thousands of professionals in the fundamentals of real estate finance, investments, and career development.

​Trevor is the recipient of numerous national and community awards, including the prestigious US Presidential Service Award, the Portland Business Journal 'Forty Under 40' Award, and many others. He earned his Bachelors degree and MBA from the University of Oregon, and lives in Portland, Oregon.