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Real Estate Institutional Investing and Fund Management
A comprehensive introductory course on institutional real estate investing and real estate portfolio management.
This Course Includes
udemy
5 (420 reviews )
2h 18m 
english
Online - Self Paced
professional certificate
Udemy
About Real Estate Institutional Investing and Fund Management
In this course, you will learn about real estate investing in an institutional context, which means from the perspective of a private equity fund, pension fund or a developer. Real estate investing is both an art and a science. To understand real estate and be a great real estate investor, you need to learn multiple disciplines, such as finance, economics, and politics. This course covers the multi-disciplinary and financial aspects of real estate investing (debt financing, deal structuring, financial modelling, transaction execution, portfolio concepts) and also regeneration and placemaking. Because at the end of the day, real estate is all about creating beautiful places that people like to live and work in. Buildings can transform lives and bring communities together. So being an excellent real estate investor is not just about crunching the numbers but about appreciating aesthetics, history, and heritage. It’s also about understanding communities, what people want and need. Andy Warhol said: “Being good in business is the most fascinating kind of art. Making money is art and working is art, and good business is the best art”. This course gives you a good overview of all these aspects.
You will discover:
Real estate as an asset in a context of an investment portfolio
Types of real estate acquisitions
Portfolio strategies
Career options in institutional real estate investing
Introduction to valuation approaches
Waterfall distribution
Key concepts and metrics
Regeneration and placemaking principles You will You’ll also feel inspired and excited about working in real estate or learning more about the sector in more detail.
This course does not cover:
Flipping and renting houses or where to buy houses
Personal investing
Specific markets and where to invest
Actual deals/transactions. All deals I worked on are highly confidential, so there is no covering of any real deals. This course is theoretical only.
Financial modelling This course covers breadth rather than depth. Each session within the course could easily be expanded into a separate stand- alone course, as real estate investing is a complex and technical area. As an introductory course, this course is intentionally short (2 hours) since we are all short on time these days.
In detail, the course consists of 20 topics, covering:
1. What is Real Estate? 2. What is Institutional Investing? 3. Real Estate as an asset class 4. Real Estate characteristics 5. 4 types of real estate investment 6. Types of real estate acquisitions 7. Portfolio strategies 8. Different types of funds and characteristics 9. Key stakeholders in real estate 10. Career options in real estate 11. Different real estate sectors 12. Real Estate development deal structure 13. Real estate development process 14. Real Estate transaction lifecycle 15. Development financing 16. Real Estate valuation approaches 17. Key terms and metrics in real estate 18. Waterfall distribution cashflow (promote) 19. Regeneration and placemaking principles 20. Walkthrough of an example of a financial model
What You Will Learn?
- By the end of this course, you will have a comprehensive and well-rounded perspective of institutional real estate investing and real estate fund/portfolio management. .
- You will find out about careers in real estate and gain new insights into what a real estate portfolio manager at an investment fund does, including the stages and lifecycle of a real estate transaction. .
- You’ll gain an understanding of the key concepts and principles in institutional real estate investing and real estate portfolio management. .
- You’ll learn new concepts and ideas that help develop an investor’s mindset, even if you don’t work in the sector. .
- You will understand the different types of real estate investment funds, specifically how they raise capital, and how their risk appetite, investment time horizon, and return targets differ. .
- You’ll be able to talk confidently at networking events or interviews with your newly gained real estate investing knowledge. .
- You will feel inspired about working in real estate or learning more about the sector. Show moreShow less.