if u had to do a case study for development or investments any idea of what they would potentially give u (e.g. for investments would it essentially just be a pro forma model and they just give u all the info?)
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Based on the most helpful WSO content, here’s what you can expect for investment and development case studies:
Investment Case Studies
Pro Forma Models: Yes, for investment-focused case studies, you are often provided with a pro forma model or the necessary data to build one. This could include:
Case Study Tasks:
Key Focus Areas:
Development Case Studies
Real Estate Development Focus:
Case Study Tasks:
Key Focus Areas:
General Tips for Both Types:
These case studies are designed to test your analytical skills, financial modeling expertise, and ability to make sound investment or development decisions.
Sources: Starting in Real Estate Development, PE Case Study 48h, How to prepare for an assessment center?, Investment Banking to a Hedge fund... Can You Make the Jump?
yes. from my experience, it was a harvard business case on real estate (a bit dated, from 2014) so i had to make assumptions based on the current market. usually make an IC memo + a model. my model had my assumptions tab, summary tab with my sensitivities, monthly cash flows, yearly cash flows, rent roll, debt schedule. my construction financing was in my monthly and yearly cash flows. hope this helps!
thank u this helps a lot! any sources and stuff you recommend I do to practice?
Assuming investments would be more of a value add deal and development a development deal?
Either way expect to be given assumptions (costs, rents /rent growth, timeline for renovations/development, etc), and you would need to build out the following (off the top of my head)
Draw Schedule based on assumptions
Pro Forma
Mock IC memo/template
Everything would be from scratch.
any idea on what to expect if you had like 3+ hours? also any case studies to practice that are relevant?
I'm assuming this is an analyst role? I'd either assume it would be a more simple deal (i.e. value add multi or something) with assumptions given. Only way to really prep is to have done cases before, but there's some cases floating around on here from PGIM and some other firms.
what do u think they would ask in for something in a 2.5-3hr vs 4hr
www.wallstreetoasis.comhttps://www.wallstreetoasis.com/forum/real-estate/josh-kahrs-compliatio…
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