Valuate by REFM

Real Estate Financial Modeling (REFM) sells Valuate, its browser-based property analysis software, alongside Excel-based models and tools, training and certification programs, and consulting and auditing work on clients' own models.

The training side is structured as self-study: a Foundations of Real Estate course, an Excel for Real Estate certification and the REFAI certification, supported by a textbook and a blog, Model for Success, that publishes free build-along Excel tutorials. Corporate and university training is sold separately, and a product chooser on the site routes a buyer to the right offering.

The consulting practice builds and audits Excel-based investment tools for client teams; the references published on the site come from developer and contractor finance groups that had REFM produce models deployed across their organisations. Customers are grouped as individuals, corporate and non-profit, and college and university, and discounted academic and U.S. military pricing is advertised.

Prices are not published on the pages that render publicly. Confirm what a Valuate subscription covers for the asset type being underwritten, and whether the Excel tools are sold separately from the software, before buying.