How would you describe your Excel skills?

Advanced, I use advanced formulas and automation

Competent, I can build basic spreadsheets and models

Basic, I use it for simple tasks only

Do you use Excel shortcuts and formulas (e.g., INDEX-MATCH, conditional formatting)?

Regularly and confidently

Occasionally, but not with confidence

Rarely or never

If you were asked to adjust a financial model, how comfortable would you feel?

Completely comfortable

Somewhat comfortable

Not comfortable

Do you know how valuation software / tools calculates its results?

Yes, I could replicate the calculations myself

I have a basic understanding

No, I just use the tool without understanding the logic

Do you regularly struggle with property terms and acronyms?

Yes, I often feel confused

Sometimes, but I can usually figure it out

Rarely, I’m confident with most terms

Do you understand why IRR is a common metric in the property industry?

Yes, I can explain it to others

I have a basic understanding

No, I’ve never understood it

How confident are you in explaining key real estate metrics like yield or NOI?

Very confident, I could teach others

I understand some but need more clarity

I struggle with these terms

Do you know the main components of a discounted cash flow?

Yes, I can build one from scratch

I understand the basics but need guidance

No, I’m not familiar with DCF

Have you ever created a discounted cash flow model from scratch?

Yes, and I refined it myself

I’ve tried, but I needed guidance

No, I’ve never done it

When reviewing property deals, how do you evaluate them?

I rely on my own customised financial models

I use templates or tools from others

I don’t use a structured method

How comfortable are you presenting financial models to stakeholders?

Very comfortable, I know my models are robust

Somewhat comfortable, but it’s challenging

Not comfortable at all

Do you feel confident making adjustments to an existing financial model?

Yes, I can customise models easily

I can make small tweaks but struggle with major changes

No, I’m not comfortable adjusting them

Have you ever negotiated a deal based on your model’s insights?

Yes, it’s a regular part of my role

Once or twice, but I need more experience

No, I’ve never done that

How often do you use financial models to make investment decisions?

Regularly, I rely on them heavily

Sometimes, but I need more confidence

Rarely, I’m still learning how to use them effectively

I have never done this

Do you feel your lack of financial modelling knowledge limits your career?

Yes, it’s holding me back

I need deeper skills to progress further

No, I feel supported by my existing tools

Have you ever used a financial model to support a client or manager decision?

Yes, frequently

Occasionally, but it could be stronger

Never, I wouldn’t know where to start