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.

  • 8/16/24: Office Case T 10-5 updated Office Gap Model and Solution files aligned w/6/26 Esri updates.
  • 8/16/24: Office Case % 10-3 updated Business and Executive summaries aligned w/6/26 Esri updates
  • 6/23/24: Residential Case: Updated case module, updated resources at T12-1, 12-2, 12-5
  • 6/17/24: Pre-case - updated case module and solution files, updated case resource files
  • 5/6/24: Office Case T-10-5 - added Gap Task guide video (new resource); updated Office gap model, solution, stabilized vacancy rate analysis
  • 5/6/24: Office Case T10-4 -  updated Office Market report 2023-Q4
  • 5/6/24: Office Case T10-3 - Business summary updated 4/29/24
  • 5/6/24: Office Case-T10-1 updated Market Cycle Monitor to 232Q4
  • 5/6/24: Economic Analysis - removed statement on shift-share, updated Market Cycle Monitor and Forecast reports.
  • 3/13/24: Retail, Office, Industrial case modules; Industrial Hexbin video
  • 2/14/24: Economic Analysis - added Shift-Share link (in development); added updated Economic Summary, Employment Trend Analysis
  • 2/14/24: Retail Case: Updated case study module, Tasks 9-4 through 9-10 added updated reports
  • 2/14/24: Office Case: Tasks 10-3 through 10-5 added updated reports
  • 2/14/24: Industrial Case: Tasks 11-6 and 11-7 added updated reports

Retail Case Study

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 (2024-01)


Task 9-10: Multi-Area Benchmark/Tapestry Reports

• Dominant Tapestry Profile (2024-01)

• Tapestry Segmentation (2024-01)


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 Q1 2022



Module: Office Case Study 2024-03-13 


Office Case Study Online Data Links 


Task 10-1. Market Cycle, Economic Base Analysis & Shift-Share Analysis
 Shift Share Tool - http://stdb.com

        • EBM and Shift-Share Analysis 4Q 2021

 Market Cycle Monitor 23Q4

BLS DFW Economic Summary 2022-01-05

Employment Trend Analysis-Dallas Feb. 2023 (Excel)


Task 10-2. Smart Map Search
• Website – www.stdb.com
Creating a Smart Map (Video) 

Smart Map Search navigation instructions

       •  Smart Map Search results example


Task 10-3. Office Submarket Location

Creating a Market from Submarket Map and Running Reports (Video)
Business Summary Report 2024-08-15 (Excel)

       • Executive Summary Report 2024-08-15 (Excel)


Task 10-4. Submarket Analysis
 Moody's-BA Office Market Plano/Allen Report 2023-Q4 (PDF)


Task 10-5. CCIM Office Gap Analysis

      • Office Gap Analysis Task Guidance (Video)
       • Office Gap Analysis Model 2024-08-15 (Excel)

Office Gap Analysis Solution 2024-08-15 (Excel)

       • Stabilized Vacancy Rate Analysis 2024-04-29 (Excel)

       • Business & Executive Reports from Task 10-3


Task 10-6. Property Match
Competitive Analysis (Excel)

        • Target Property List 2023-06-29 (Excel)

        • One Legacy Circle 2023-06-29 (PDF)

        • The Tennyson 2023-06-29 (PDF)

        • Legacy Town Center II 2023-06-29 (PDF)

        • Hall Office Park II 2023-06-29 (PDF)

        • Competitive Analysis Solution (Excel)
        • Other Online Property Search Data


Task 10-7. Occupancy Cost Analysis
Lease Financial Analysis (Excel)
Lease Financial Analysis Solution 2023-06-29 (Excel)

  

Task 10-8. Site Recommendation

• Collective findings from Tasks 10-1 through 10-7

• PowerPoint


       Office Case sample answers as of Q1 2022

Economic Analysis

Getting Started with STDB


Module: Industrial Case Study 2024-03-13 


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 Industrial Demand Analysis
• Use  drive time map created in Task 11-1

Task 11- 2. Indus Demand STDB Hex Bin Tool (Video) 2024-03-01

Task 11-2. Indus Prospective Sites & Demand (Hex Bin results)


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. Site 1 McKinney Exec Sumry 2023-07-12 (Excel) 

Task 11-3. Site 2 Mesquite Exec Sumry 2023-07-12 (Excel) 

Task 11-3. Site 3 Valwood/Farmers Brnch Exec Sumry 2023-07-12 (Excel)


Task 11-4. Land Basis Cost by Site
• Client Situation set up information

Task 11-4. Land Cost comparison (Excel)


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

InSites Site 1 Warehouse Distribution Plano-Allen-McKinney 2023-Q3

• InSites Site 2 Warehouse Distribution Far East-SE Dallas 2023-Q3
• InSites Site 3 Warehouse Distribution Farmers Branch 2023-Q3
 • 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

• Land Cost comparison results from Task 4

 Site 1 Feasibility Analysis_Sol 2023-Q3 (Excel)

 Site 2 Feasibility Analysis_Sol 2023-Q3 (Excel)

 Site 3 Feasibility Analysis_Sol 2023-Q3 (Excel) 

Enabling calculation iterations in Excel Info


Task 11-8. Your Recommendation
• Collective findings from Tasks 11-1 through 11-7
• PowerPoint


Industrial Case sample answers as of Q1 2022

CI102 Case Study Resources