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.

  • 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
  • 202412/27/24: 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

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 24 Q3

• BLS DFW Economic Summary 2024-12-03

• 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 2024-12-17 (Excel)

       • Executive Summary Report 2024-12-17 (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 2024-12-17 (Excel)

• Office Gap Analysis Solution 2024-12-17 (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

• Moody's Site 1 Warehouse Distribution Plano-Allen-McKinney 2025-Q1

• Moody's Site 2 Warehouse Distribution Far East-SE Dallas 2025-Q1
• Moody's Site 3 Warehouse Distribution Farmers Branch 2025-Q1
 • 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 2025-Q1 (Excel)

• Site 2 Feasibility Analysis_Sol 2025-Q1 (Excel)

• Site 3 Feasibility Analysis_Sol 2025-Q1 (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