Insights

I recently received an email asking if I was aware of a formula that could validate the information in two columns, and return the summed value for all matches. This is easier to grasp in context, which makes the video helpful. I was, admittedly, slightly long-winded in explaining the purpose of the formula. To avoid this lengthy explanation, skip to the two-minute mark once you understand the objective.

The IRR formula made (very) simple. This post will show you the math behind an IRR calculation to make the concept easy to grasp.

This three-statement model for Amazon.com, Inc. will be used in the next installment of the Integrating Financial Statements series. While I have not typically posted a work in progress, I believe this will be helpful to ASM visitors in the interim.

I work as an investment professional at a private equity firm in Dallas, TX, and since 2013 I have also been building a financial modeling and private equity training resource with the intention of making instruction simple and content accessible. I wrote about the experience of maintaining both in an article that was later picked up by Forbes (link), which sheds some light on my experience maintaining a “side hustle.”

In this post you will find a template for the acquisition of a fictional 160 unit multifamily property. The template was developed in collaboration with a couple friends that are real estate professionals.