Gain a comprehensive overview of the latest development in real estate portfolio analysis, using case studies and hands-on simulation exercises
•Investment Strategy • Value REIT & Model MBS • Risk & Return
Address Key Issues
Build accurate and robust models for your complex property acquisition deals
Gain A Full Understanding
Gain a better understanding of real estate investment strategies in a portfolio context
Key Takeaways
Back up your international real-estate investment strategy with an understanding of real estate portfolio investment
successfully analysE real estate opportunities to back up your real estate investment strategy
The course will cover all phases of the portfolio planning and management process: from portfolio construction and analysis, to portfolio management, rebalancing and dispositions.
You will discuss portfolio management from two different perspectives: managing pure real estate portfolios and managing mixed asset portfolio with real estate.
Our expert trainer “lives and breathes” the subject so you can be assured of gaining fresh insights into the latest thinking in Real Estate Portfolio Management.
IN JUST 3 DAYS YOU WILL:
- Identify unique opportunities in real estate investment in a portfolio context
- Create value through various investment strategies in commercial real estate
- Learn to value REITs and model MBS
- Understand how to manage pure real estate portfolios
- Evaluate risk and reward in the context of a real-estate asset portfolio
- Make real estate investment and allocation decisions in a mixed asset portfolio
MEET YOUR TRAINER
Our Expert Trainer is a well-recognised expert in real estate and corporate finance with over 15 years of experience in the field. She has consulted for investment professionals in the USA, the Caribbean, Europe, Asia, Africa and the Middle East. She has advised on the development, acquisition and disposition of commercial real estate (hotel, office, industrial, residential and mixed-use), M&As – valuation, post-merger integration, and exit opportunities; corporate restructuring; and business plan evaluation. She has also served as an advisor in setting up REITs and the use of tax-deferred exchanges.
She researches in the areas of commercial real estate valuation, real estate asset pricing, real estate in a mixed-asset portfolio corporate governance, real estate investment trusts and corporate financing strategy and restructuring. Our Expert Trainer has written several book chapters and published over 30 articles in leading international journals including the Journal of Banking and Finance, Financial Management, Journal of International Money and Finance, Real Estate Economics, Journal of Real Estate Finance and Economics, among others and has presented at 100+ international conferences. She has won multiple awards and grants for her work over the years.
Organisations that will benefit:
- Investment Banks
- Hotel Groups
- Real Estate Developers
- Property Developers
- Private Equity
- Property Consultants
- Investors
- Hedge Funds
- Banks
Who will attend:
- C-Level Executives
- Project Managers
- Real Estate Analysts
- Financial Managers
- Risks Managers
- Investment Managers
COURSE AGENDA
Day 1: Real Estate as a Separate Asset Class ⇓
- Introduction to Real Estate Investment
- Why Invest in Real Estate?
- Real Estate Investment Strategies
- Sector Analysis of Commercial Properties
- Case Study 1: Deciding on real estate investment strategy and selection of properties
- Opportunities and Trends in Real Estate
- Real Estate Performance
- Case Study 2: Investment in development
Day 2: Debt and Equity Investments in Real Estate ⇓
- Private Real Estate Equity
- Single-Family Rental as an Asset Class
- Investing in Individual Properties
- Investing in Private Real Estate Equity Funds
- Case Study 3: Creating value through various investment strategies in commercial real estate
- Real Estate Investment Trusts
- Case Study 4: Investing in a REIT
- REIT Preferred Stock
- Debt Vehicles
Day 3: Real Estate and Portfolio Theory ⇓
- Asset Pricing Theory and Real Estate
- Real Estate Pricing in the Capital Market
- Measuring Risk and Return in Real Estate
- Measuring Real Estate Performance
- Data Challenges in Measuring Real Estate Returns
- Tools to Address Issues Related to Measuring Risk and Return in Private Real Estate
- Managing Pure Real Estate Portfolios
- Case Study 5: Analysing an acquisition opportunity in a commercial property, based on investor’s investment, and risk/return objectives
- Real Estate Allocation Decision in a Mixed Asset Portfolio
- Case Study 6: Analysing a real estate portfolio and optimizing the mix based on investor’s diversification and risk/return objectives
- Course conclusion
For further information please call: +44 (0)1372 308547
or click on the brochure tab below
“Very well presented course with real-life case studies which I can apply to my daily work immediately.”
- Past Client
“Impressive and cooperative trainer who wanted to make sure the delegates understood.”
- Past Client
