Advanced Excel for Financial Modeling
Use advanced Excel tools and functions to create flexible, robust, and stable models. Consolidate data across worksheets, pull data from tables, and improve calculation speed. Stop breaking your model.
This course is perfect for the person who already builds financial models but wants them to be more flexible, faster, less prone to breaking, and generally just more awesome. :)
After 20+ years of building financial models and teaching modeling classes for leading institutions and graduate programs, I have collected my most commonly used advanced tools and functions into a single course.
Working Excel files are provided for every concept in addition to explaining everything by video.
Jumpstart your model-building journey today.
Thanks,
Josh Kahr
What Does the Course Cover?
Learn how to pull and manipulate data from anywhere in the model based on a series of a parameters. Comprehensive coverage of LOOKUPs, INDEX(MATCH()), INDIRECT, and the often misunderstood XLOOKUP.
Learn what a dynamic array function is and how it'll change how you build models. You'll make your models faster, most flexible, and harder to break.
Learn the three most effective techniques to consolidating worksheets to a portfolio level.
Working Excel examples are provided for every concept that is covered in the videos. The files are all unlocked and are yours to keep, modify, or otherwise use in your own projects.
Pulling Data, download
Three (or Four) Ways to Pull Data
FREE PREVIEWThe Basics of VLOOKUP and HLOOKUP
FREE PREVIEWBreaking and Fixing the V/HLOOKUP()
The Basics of the XLOOKUP
The Basics of INDEX(MATCH())
XLOOKUP, part 2
XLOOKUP, Examples 1 and 2
XLOOKUP, Examples 3, 4, and 5
XLOOKUP, Example 6
The Basics of INDIRECT
INDIRECT and INDEX Example, download
INDIRECT and INDEX Example
INDIRECT, Different Workbooks, download
Help With Opening the Files
INDIRECT, Different Workbooks
Joshua Kahr is the principal of Kahr Real Estate Services, a training and consulting company that he founded in 2002 and that serves the commercial real estate industry. In 2009, he founded Metropolitan America, a real estate investment company that owns and manages apartment buildings in New Jersey. In 2020, he started Essex Suites, a coworking company, that opened its first location in Verona, New Jersey.
Prior to this, he held positions in investment sales at a regional brokerage firm in New York City and in acquisitions at a fund that focused on environmentally contaminated real estate.
He was on the board of directors of two public companies, Monmouth Capital Corporation and Monmouth Real Estate. He was an advisory board member of Assess+RE which was sold to LightBox in 2021. He is currently on the advisory board of clik.ai.
Mr. Kahr has served as an adjunct associate professor since 2005 for Columbia University’s MS in Real Estate Development program where he has taught real estate finance, real estate capital markets, and related topics. He has also served as an adjunct professor at Northwestern, New York University, and Georgetown University. For corporations, he has taught over 200 two-day seminars on Excel modeling and Argus.
Publications include two books on real estate market analysis, Real Estate Market Valuation and Analysis (John Wiley and Sons: 2005) and Beyond the Bubble (Amacom Books: 2007).
He has a Master of Science in Real Estate from New York University (’97) and a Bachelor of Arts in Economics from Reed College (’92).
He is also licensed as a real estate broker in New York and New Jersey.