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Real Estate Underwriting Fundamentals Certification
Explains underwriting, value drivers, assumptions, risk, returns, sensitivity analysis, and deal review through cases.
Review a simplified underwriting case and present the key assumptions, sensitivities, and advisory implications.
Progress
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Real Estate Underwriting Fundamentals Certification
Real Estate Underwriting Fundamentals credential validates financial assumptions, sensitivity review, risk communication through viewed lessons, module checkpoints, and a final scenario assessment.
Assignments
Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.
Why Underwriting Matters Assignment
Why Underwriting Matters
Revenue Assumptions Assignment
Revenue Assumptions
Expense Assumptions Assignment
Expense Assumptions
Rent, Sale, and Leasing Assumptions Assignment
Rent, Sale, and Leasing Assumptions
Debt, Equity, and Capital Stack Basics Assignment
Debt, Equity, and Capital Stack Basics
Sensitivity Analysis Assignment
Sensitivity Analysis
Risk Review Assignment
Risk Review
Case Study Assignment
Case Study
Final Capstone Assignment
Course Modules
1. Why Underwriting Matters
3 lessons | Checkpoint assessment
Why Underwriting Matters must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Why Underwriting Matters Checkpoint
2. Revenue Assumptions
Locked3 lessons | Checkpoint assessment
Revenue Assumptions must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Revenue Assumptions Checkpoint
Pass Why Underwriting Matters Checkpoint
3. Expense Assumptions
Locked3 lessons | Checkpoint assessment
Expense Assumptions must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Expense Assumptions Checkpoint
Pass Why Underwriting Matters Checkpoint
4. Rent, Sale, and Leasing Assumptions
Locked3 lessons | Checkpoint assessment
Rent, Sale, and Leasing Assumptions must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Rent, Sale, and Leasing Assumptions Checkpoint
Pass Why Underwriting Matters Checkpoint
5. Debt, Equity, and Capital Stack Basics
Locked3 lessons | Checkpoint assessment
Debt, Equity, and Capital Stack Basics must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Debt, Equity, and Capital Stack Basics Checkpoint
Pass Why Underwriting Matters Checkpoint
6. Sensitivity Analysis
Locked3 lessons | Checkpoint assessment
Sensitivity Analysis must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Sensitivity Analysis Checkpoint
Pass Why Underwriting Matters Checkpoint
7. Risk Review
Locked3 lessons | Checkpoint assessment
Risk Review must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Risk Review Checkpoint
Pass Why Underwriting Matters Checkpoint
8. Case Study
Locked3 lessons | Checkpoint assessment
Case Study must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Case Study Checkpoint
Pass Why Underwriting Matters Checkpoint
Course Authors
Justin Pelsinger
Principal | Executive
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Gabriel Siegal
Development Associate | Development
Brandon Tajfel
Construction Lead | Construction
Resources
Why Underwriting Matters source briefing
Why Underwriting Matters completion checklist
Why Underwriting Matters workflow map
Why Underwriting Matters completion checklist
Why Underwriting Matters virtual scenario case
Why Underwriting Matters manager-review template
Revenue Assumptions source briefing
Revenue Assumptions completion checklist
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