Financial Analysis for Real Estate Agents
Move beyond guesswork and learn how to evaluate property like an advisor. This 2-day online course trains agents to apply real financial analysis tools, including cash flow modelling, ROI vs ROE optimisation, cap rate evaluation, and future value projection, to determine whether a deal truly makes sense.
You will also learn how to assess risk exposure and downside scenarios, including interest rate stress, rental sustainability, exit liquidity, and policy impact. With a structured property evaluation framework, you will be able to break down any deal into clear, logical components and present confident, numbers-driven recommendations.
- Intrinsic Value Analysis - Cash Flow & Holding Power
- ROI vs ROE Optimisation - Cap Rate & Yield Evaluation
- Future Value Modelling - Risk & Stress Testing
- Exit Strategy Analysis - Policy Impact
- 6-Lens Property Evaluation Framework
What Our Students Say
Real results from agents who have completed the course.
Student
Testimonial
Claudia Chua
Property Advisor
“Simon is a dedicated teacher who is serious about imparting knowledge, clarifying any and every doubt, concern and question. He puts effort into preparing the lessons, making sure it is easy to build up understanding. His lesson structure is clear and organised, making it easy to follow and he goes through the theory/concept before showing how to apply it in practice. Overall, I recommend his lessons to anyone who wants a breakdown of topics that will cultivate skills that allow a more personalised experience for clients.”
Student
Testimonial
Elaine Tan
Marketing Manager
“The experience was truly exceptional. Your ability to break down complex concepts into clear, practical steps made learning both effective and enjoyable. What stood out most was your patience, encouragement, and genuine commitment to helping each participant succeed. I walked away not only with valuable knowledge, but also with greater confidence in applying it. Will highly recommend the course to my peers in future. Once again thank you so much.”
Student
Testimonial
Lee Yin Jin
Asst. Marketing Manager
“Our role as real estate salespersons goes far beyond just closing deals; it's about being a professional advisor for our clients' most prized assets. Simon's 6-Lens Evaluation Model is a total gamechanger. It's versatile enough to apply to any buyer profile... to validate if a property is truly a 'safe buy' or a 'better buy.' This course gives you the tools to help clients grow their wealth without over-committing, ensuring they have a clear direction on affordability.”
Student
Testimonial
Justinn Lee
Branch Division Director
“Thank you for sharing and coaching on the financial calculations. You have shown us different perspectives and helped us to understand how to work out the financial calculation! This has assisted us in being more efficient and professional in assisting our clients to make better decisions. Appreciate your effort and time for the coaching!”
Student
Testimonial
Priscilla Tong
Branch Division Director
“Simon broke down complex concepts into practical insights that we can apply, instead of just theory. What stood out most was how openly Simon shared his accumulated years of knowledge and experience; it wasn't held back or watered down. Grateful for the clarity, practical frameworks, and selfless mentorship.”
Student
Testimonial
Jen Lee
Marketing Director
“Very insightful training session that expands a realtor's understanding of asset progression and property analysis. This certainly comes in useful in raising the value and extent of knowledge that I can bring to my clients moving forward. Simon is engaging, makes learning enjoyable, and uses practical examples to help us understand and apply the concepts taught. I highly recommend this to anyone who wish to bring their understanding of real estate to the next level!!”