ULI NNJ: Webinar: Excel for Asset and Portfolio Management


Tuesday, June 2nd, 2020
to Thursday, June 4th, 2020




Standard Pricing Until June 1 Members Non-Members
Private $150.00 $200.00
Public/Academic/Nonprofit $150.00 $200.00
Retired $100.00 N/A
Student $75.00 $100.00
Under Age 35 $100.00 $200.00
Registration required in order to receive a virtual meeting link in your confirmation email.
 Webinar: Excel for Asset & Portfolio Management
June 2 & June 4 (2 Sessions) 1-3 PM EST
Join us for a two-day workshop on June 2 and June 4th, from 1-3 PM EST for a deep dive into Excel. This class is designed for asset managers, portfolio managers, or anyone in a reporting role that has to manage large datasets. Attendees taking this workshop should have intermediate to advanced knowledge of Excel.
Topics explored will include "What If" tools, the use of LOOKUPs, INDEX(MATCH()), and INDIRECT() functions, and how to build better data tables for sensitivity analysis. Specific asset management and portfolio management issues will be discussed, and how best to use the toolkit in Excel to solve them.
The scenario manager will also be discussed. There will also be some discussion of the use of Visual Basic with examples as well of the "new" dynamic array functions that are being implemented in 2020.
All participants will receive a suite of unlocked spreadsheets in Excel for their own professional use.



Josh Kahr

Principal, Kahr Real Estate Services

Joshua Kahr is the principal of Kahr Real Estate (www.kahrrealestate.com), a training and consulting company that he founded in 2002 and that serves the commercial real estate industry. In 2009, he founded Metropolitan America (www.metropolitanamerica.com), a real estate investment company. Metropolitan America owns and manages apartment buildings in New Jersey. In 2020, he started Essex Suites (essexsuites.com), a coworking company, that is opening its first location in Verona, New Jersey in the second quarter of 2020. Mr. Kahr has taught real estate finance and real estate capital markets for Columbia University’s MS in Real Estate Development program since 2005. He has also taught graduate-level finance courses at Northwestern, New York University, and Georgetown University.