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.

  • 04/17/2025: Office Case - updated Office Case Study Online Data links, BLS DFW Economic Summary, Employment Trend Analysis, Market Cycle Monitor
  • 04/17/2025: Retail Case - Updated case module Tsk 9-5 STDB steps, Video on Creating Benchmark Comparison report, Benchmark Comparison report  
  • 04/17/2025: Economic Analysis Tsk 4-2: Updated DFW Economic Summary, DFW Employment Trend Analysis, Market Cycle Monitor, added Market Forecast, updated Historic Economic Trends.
  • 03/30/2025: Industrial Case Tsk 11-6: Updated Moody's reports for sites 1, 2 and 3 (bookmarked)
  • 03/30/2025: Industrial Case Tsk 11-7: Updated Financial Feasibility Solutions for sites 1, 2 and 3
  • 03/30/2025: Deleted 2024 adjustment notes made before December
  • 12/27/24: Pre-case Economic Analysis Task 4-2 (uploaded Market Cycle Report 24 Q3; updated DFW economic summary)
  • 12/27/24: Office Case Tsk 10-1 (uploaded Market Cycle Report 24 Q3; updated DFW economic summary)
  • 12/27/24: Office Case Tsk 10-3 (updated Business Summary and Executive Summary reports)
  • 12/27/24: Office Case Tsk 10-4 (uploaded (current Moody's office submarket report with highlighted inventory and vacancy data on pdf page 14, stabilized vacancy data on pdf page 36, and construction data on page 40)
  • 12/27/24: Office Case Tsk 10-5 (uploaded revised gap model worksheets including the solution file updated with office using employment estimates by major NAICS category)

Retail Case Study

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!

Office Case Study

Residential Case Study

Industrial Case Study

Task 9-9. Suitability Analysis

Locations for Use in Suitability Analysis
How to create Suitability Analysis (Video)

Competitive Sites Mapped

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

Market Cycle Report 20Q4

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)

        • 7500 Dallas Pkwy

        • 5465 Legacy Dr

        • 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


       Office Case example answers: as of 2019-12-18

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)

Districts Comparison Report

• 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

New Apt. Const. Import File


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!



Economic Analysis

Getting Started with STDB

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


Industrial Case example answers: as of 12/19/19 data

CI102 Case Study Resources v2