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 (brief)
• Distance to Merryhill School
Task 9-4. CCR’s and/or REA
• Atlas Real Estate CCR’s (2024-01-15)
Task 9-5. ID & Geocode Site/Demographics
• Creating Market Areas (Video)
• CI 102 Retail Benchmark Report (2024-01-25)
Task 9-6. Supply/Demand Gap Analysis
• Moody's Analytics Retail Report (Allen/Frisco/McKinney) (2023-Q3)
Task 9-7. Traffic Counts
• Traffic Counts McKinney (w/site) (2024-01)
• Traffic Counts Zoomed with Site (2024-01)
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)
Pre-Cases: Economic Analysis (follows Module 4)
Task 4-1. Economic Base and Shift Share Analysis
Task 4-2. Employment Trends and Market Cycle
Task 9-9. Suitability Analysis
• Locations for Use in Suitability Analysis
• How to create Suitability Analysis (Video)
• 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
• 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
Module: Residential Case Study
Task 12-1. Market Demand
• Moody's Apartment Report Dallas and Submarket 2023 Q3
Task 12-2. Basic Employment Calculation
• Civilian Labor Force Profile 2023
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 (for drag and drop to desktop)
• Working with Winzip and the Shapefile (Video)
Task 12-4. Districts Analysis
• Modified District Map (from Task 12-3) TBA
• Run STDB Tapestry Analysis (Lifestyle) (Video)
• Tapestry Segmentation Area Profile (PDF)
• Tapestry Lifestyle Boomburgs
• Tapestry Lifestyle Up and Coming Families
• Tapestry Lifestyle Green Acres
• Tapestry Lifestyle Middleburg
• Tapestry Lifestyle Urban Edge Families
• Create Comparison Report (Video)
• Combined Districts Comparison Report
Task 12-5. Pipeline Data
• Interactive District Map (from Task 12-3)
• Upload Data Into Map (Video)
• New Apt. Construction data file 2024-02-18 (Excel)
Task 12-6. Threshold Income
• HUD Fair Market Rents
• Apartments.com
• Moody's CRE Apt. Plano/Allen/McKinney (PDF from Task 12-1)
• Threshold Income - Blank (Excel)
• Threshold Income - Solution (Excel)
Task 12-7. Client Recommendations
• Results of conducted analyses
• PowerPoint
Residential Case sample answers - TBA
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