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Introduction To Real Estate Fund Management

Bayfield Training Ltd

Introduction To Real Estate Fund Management
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Ticket Information

Ticket Type Sales End Price Fee Quantity
Two-Day Intro to REFM 2 days before event starts €2,750.00 €11.84

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Event Details

Introduction to Real Estate Fund Management

Course Length: 2 days
Pre-requisite: none

A course introducing the fund management process, specifically applicable to real estate funds.
The course revises the real market and the opportunities available before comparing the risks and reward of investment in the underlying asset with investment in shares of a real estate fund (aka indirect real estate investment). When setting up a fund, the various different structures available and the broader legal framework for real estate investment activity in the UK is reviewed. Finally financial analysis of the fund revising portfolio modeling theory and benchmarking performance are demonstrated using spreadsheet models.

Outcomes

The course provides an overview of fund origination, real estate investment and strategy allowing delegates to gain an appreciation of investment management at the fund level. It is useful to delegates considering fund management as a career path and for real estate professionals working with and supporting fund managers.

Contents

  • The economics, size and structure of the UK real estate market

  • Comparison of direct and indirect real estate investment

  • Fund structures to suit strategy and performance objectives

  • The regulatory framework at the global, local and structure level

  • Real Estate portfolio mathematics and analytics

  • Overview of benchmarks and performance measurement


Course Outline


Day One

Part A (morning)
Direct and Indirect Investment in the UK Real Estate Market
The Economics, size and structure of the UK real estate market

  • Introduction to real estate economics

  • Investment opportunities

  • Value by geography, sector and structure

  • The manager, the investors and the investors objectives

Comparison of direct and indirect real estate investment

  • Definitions

  • UK Performance v. Global

  • Indirect UK v. Global

  • Case studies: Discussion Direct v. Fund

 
Part B (afternoon)
Fund Structures to Suit Strategy and Performance Objectives
The main elements of a fund structure

  • Open-ended and close-ended funds

  • Common Structures

  • Commercial and legal checklist

The regulatory framework at the global, local and structure level

  • The regulatory environment: BoE, PRA, FCA

  • Principles of compliance

  • Compliance procedures and manuals

  • Compliance in the future

 



Day Two

Part C (morning)
Real Estate Portfolio Mathematics and Analytics
Portfolio cash flow modelling and analysis

  • Cash flow model and methods of calculating return

  • Cash flow returns vs. benchmark returns

  • Framework for understanding real estate risk

  • Measuring single asset risk

  • Sensitivity analysis vs. Scenario analysis

Real estate portfolio risk metrics

  • Diversification benefits from portfolio investing

  • Calculating the risk of a real estate portfolio

 

Part D (afternoon)
Overview of Benchmarks and Performance Measurement
Performance measurement and attribution

  • Introduction to financial performance measurement

  • UK and international available benchmarks

  • Attribution Analysis and fund management

Conclusion

  • Managing real estate risk at the portfolio level


For more information visit - Bayfield Training

Do you have questions about Introduction To Real Estate Fund Management? Contact Bayfield Training Ltd

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When & Where


Frankfurt

Frankfurt
Germany

Organiser

Bayfield Training Ltd

Leaders in Real Estate Executive Education, Est. 1998.

We can provide all of our courses not  only publically, but In-House and 121 as well. Prices may vary.

 

Terms & Conditions

Cancellations - The course fee is non-refundable. 100% of the course fee is due if cancelled within 10 working days prior to the start of the course.

 

 

 

 

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Introduction To Real Estate Fund Management
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