Please Note: This resource page is dynamic, always use the resources links provided on this Web page to work through the case studies (including case study modules). Listed updated resources are in red font.
Task 9-1. Shopping Center Location
• Shopping Center Information
• Regional Map Texas w/location pin
• Dallas Submarket of McKinney map
Task 9-2. Aerial View of Shopping Center
• Accessing Pictometry Images (Video)
• Aerial Views of Shopping Center
Task 9-3. Zoning and Legally Approved Use
• Zoning Development Standards (full doc)
• Development_standards (brief)
• Distance to Merryhill School
Task 9-4. CCR’s and/or REA
• Atlas Real Estate CCR’s
Task 9-5. ID & Geocode Site/Demographics
• Creating Market Areas (Video)
• CI 102 Retail Benchmark Report
Task 9-6. Supply/Demand Gap Analysis
• Edit Market Areas and Run Report (Video)
• Retail MarketPlace Profile Report
Task 9-7. Traffic Counts
• Traffic Counts McKinney (Web Site)
Task 9-8. Trade Area Competition/Existing Empire Store Locations
• Liquor Store Competition within 5 Minute Drivetime (Video)
• Map of Liquor Store Competition
• Empire Spirit Locations Existing (Excel import file)
• Map Existing Empire Locations and Create Benchmark Comparison (Video)
• Empire Locations Benchmark Comparison
• Empire Existing & Proposed Site Map
Pre-Cases: Economic Analysis (follows Module 4)
Task 4-1. Economic Base and Shift Share Analysis
Task 4-2. Employment Trends and Market Cycle
Economic Analysis example answers: coming soon!
Task 9-9. Suitability Analysis
• Locations for Use in Suitability Analysis
• How to create Suitability Analysis (Video)
• Suitability Analysis Results
Task 9-10: Multi-Area Benchmark/Tapestry Reports
• Multi-Area Tapestry Infographic
• Retail Benchmark Infographic
• Benchmark Report Comparisons
Task 9-11: Financial Analysis
• Previous market analysis results
• Financial assumptions (case set up)
• Letter of Intent (LOI) template (Word)
Task 9-12: Client Recommendation
• Previous tasks results
• PowerPoint
Retail Case example answers: as of 12/30/19 data
Book Module: Office Case Study
Office Case Study Online Data Links
Task 10-1. Market Cycle, Economic Base Analysis & Shift-Share Analysis
• Shift Share/EBM Tool
• DFW Economic Summary 2021-04
• Employment Trend Analysis-Dallas 2021-02 (Excel)
Task 10-2. Smart Map Search
• Website – www.stdb.com
• Creating a Smart Map (Video)
• Static Copy of Smart Map Search
Task 10-3. Office Submarket Location
• Creating a Market from Submarket Map and Running Reports (Video)
• Business Summary Report Q2-2021
• Executive Summary Report Q2-2021
Task 10-4. REIS Submarket Analysis
• REIS Dallas Submarket Report Q2-2021
Task 10-5. CCIM Office Gap Analysis
• Office Gap Analysis (Excel)
• Office Gap Analysis Solution Q2-2021 (Excel)
• Business & Executive Reports from Task 10-3
Task 10-6. Property Match
• Competitive Analysis (Excel)
• 3400 N Central Expwy
• REIS Portfolio Report Q2-2021
• Other Online Property Search Data
Task 10-7. Occupancy Cost Analysis
• Lease Financial Analysis (Excel)
• Lease Financial Analysis Solution Q2-2021 (Excel)
• Reis Submarket Report Q2-2021
Task 10-8. Site Recommendation
• Collective findings from Tasks 10-1 through 10-7
• PowerPoint
Book Module: Residential Case Study
Task 12-1. Your Map
• Map Tools Matrix Template
Task 12-2. EBA and Shift Share Analysis
• Shift-Share Collin TX (Excel)
Task 12-3. Land Use
• McKinney 2040 Comprehensive Plan (bookmarked)
• Preferred Scenario District Map
• Pull District Map to Business Analyst (Video)
• Mckinney districts.zip file (use closed for import)
• Working with Winzip and the Shapefile (Video)
Task 12-4. Threshold Income
• HUD Fair Market Rents
• Res Task 4 REIS Report - Apartments – Plano, Allen, McKinney (Excel)
• STDB/BA: Market Research – www.stdb.com
Task 12-5. Study Area
• McKinney Districts Map from Task 3
• Run STDB Tapestry Analysis (Lifestyle) (Video)
• Tapestry Reports (PDF)
• Res Task 4_5_6 REIS Report - Apartments – Plano, Allen, McKinney (Excel)
• Create Comparison Report (Video)
• Internet: definition of walking and transit-oriented communities
• Internet: walkscore.com
Task 12-6. Pipeline Data
• Res Task 4_5_6 REIS Report - Apartments - Plano, Allen, McKinney
• Upload Data Into Map (Video)
• STDB/BA: reopen McKinney District Map (add new construction to map)
• New Construction-Map
Task 12-7. Study Area Analysis
• STDB comparative analysis (in STDB maps)
• STDB/BA: Districts Map (from Task 6)
Task 12-8. Estimate Project Value and Market Land Value
• Client Assumptions
• Financial Threshold Income Project Value HABU
• Module 1 - Highest and Best Use Analysis
Task 12-9. Client Recommendations
• Results of conducted analyses
• PowerPoint
Residential Case example answers: coming soon!
Book Module: Industrial Case Study
Task 11-1. Target Markets for Prospective Use
• Website – www.stdb.com
•Delineate Target Market (Video)
• Task 11-1. Target market area map 15 mile radius
• Task 11-1. Prospective Sites 30 mile drivetime
Task 11-2. Prospective Sites and Labor Analytics
• Create Comparison Report (Video)
• Use drive time map created in Task 11-1
• Task 11-2. Comparison Report - Labor 3 sites
Task 11-3. Truck Drive Time Analysis
• Create Truck Time Analysis (Video)
• Use truck drive time map created in Task 11-2
• Task 11-3. Prospective sites Truck Time Map
• Task 11-3. Executive Summary Report Truck Time
Task 11-4. Land Basis Cost by Site
• Client Situation set up information
• Task 11-4. Land Cost comparison
Task 11-5. Political and Legal Issues
• McKinney City Website (Zoning information, Long Range City Plan can be found here)
• TCEQ Website (Texas Commission for Environmental Quality) Environmental guidelines etc. can often be found here.
• Economic Development Corporations for each site, web site Key contacts for answers to questions like what incentives might be offered.
• Seller comments (questionnaire completed about land before sale) This is typically included in the Phase I Environmental Report and is an opportunity to gain knowledge and about a site.
Task 11-6. Market Conditions Analysis
• Reis Report Plano-Allen-McKinney 20Q1
• Reis Report Far East-SE Dallas 20Q1
• Reis Report Farmers Branch 20Q1
• Alternative resource: Google or other Internet sources to search for specific information about the targeted industrial property
Task 11-7. Financial Feasibility Analysis
• Feasibility Analysis V 8.0 McKinney (student)
• Feasibility Analysis V 8.0 Mesquite (student)
• Feasibility Analysis V 8.0 Farmers Branch (student)
• REIS Reports from Task 6 (Executive Briefings)
• Land Cost comparison results from Task 4
Solution files:
• Indus Task 7-Feasibility 8.0 McKinney 20Q1 sol
• Indus Task 7-Feasibility 8.0 Mesquite 20Q1 sol
• Indus Task 7-Feasibility 8.0 Farmers Branch 20Q1 sol
Task 11-8. Site Recommendation
• Collective findings from Tasks 11-1 through 11-7
• PowerPoint