Course overview
This foundation course introduces participants to the principles of real estate investment and the metrics used to evaluate property performance. Participants will learn to assess investment opportunities, understand risk-return relationships, and structure basic real estate transactions. The program provides essential knowledge for professionals entering investment roles or seeking to understand how real estate investment decisions are made. Through practical examples and case discussions, participants will build confidence in investment analysis fundamentals.
Target audience
This course is designed for professionals new to real estate investment or those seeking to formalize their foundational investment knowledge. It is suitable for: • Junior investment analysts and associates • Real estate professionals transitioning to investment roles • Finance professionals entering real estate • Family office staff managing property investments
Course objectives
- Calculate and interpret key investment metrics including ROI, cap rates, and IRR
- Assess risk factors associated with different property investments
- Structure basic real estate transactions and partnerships
- Conduct preliminary due diligence on investment opportunities
- Distinguish between core, value-add, and opportunistic investment strategies
Target competencies
Course methodology
This course combines interactive lectures, investment calculations, deal case studies, and group analysis exercises.
Course outline
INVESTMENT METRICS
Return Measures
- Cash-on-cash return calculations
- Internal rate of return fundamentals
- Equity multiple interpretations
Yield Analysis
- Capitalization rate applications
- Net operating income calculations
RISK ASSESSMENT
Risk Categories
- Market and location risks
- Tenant and lease risks
Risk-Return Relationship
- Risk premium concepts
- Risk mitigation strategies
- Portfolio diversification basics
DEAL STRUCTURING
Ownership Structures
- Direct ownership considerations
- Joint venture fundamentals
Capital Stack Basics
- Debt and equity components
- Leverage effects on returns
DUE DILIGENCE
Property Analysis
- Physical condition assessments
- Environmental review requirements
- Title and legal review basics
Financial Review
- Rent roll analysis
- Operating expense verification
INVESTMENT STRATEGIES
Strategy Types
- Core and core-plus investments
- Value-add opportunities
- Opportunistic investments
Strategy Selection
- Investor profile matching
- Market cycle considerations
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