JLL Capital Markets (Investment Sales) excel assessment

I am currently interviewing for an CM / Investment Sales analyst position with JLL. They are having me take an excel proficiency and underwriting assessment as a final part of the process. Don't think any argus involved... Has anyone done something similar with another one of the Big 4 groups in Investment Sales? Looking for some insight on what to expect, maybe an example model? The role would be a lot of underwriting for Industrial properties. Any help is greatly appreciated

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Hey man, I'm in a very similar situation for an industrial investment sales team in Chicago. Have you taken the test yet? If you have, do you mind sharing a little bit about what was on it? 

 

Of course, I took it the other day and it was not too bad. If you have taken any real estate (or finance) classes where you have to value a property or project, it was similar to that. They give you a number of assumptions like SF, PSF, holding period, LTV, escalation rates, etc. You have to build a model from scratch that includes assumptions so you can hard code them into a pro-forma and Levered/Unlevered IRR analysis. They also asked for sensitivity analysis. They take into account how long it takes you to complete, as well as formatting and general ease-of-use of the model (in case assumptions change). I would guess that format and absolute referencing are more important than time, but I would still do your best to knock it out quickly. After all, the job is doing many of those a day so they want to see how well versed and comfortable you are in excel. 

PM if you want some study materials, I have a case study from class that would be useful. 

Good Luck!

 

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