Description

This is a paid course, not a free event. Please enquire to e.wilson@bayfieldtraining.com for further details.

The course aims to help participants devise an Investment Plan to achieve different Investment Objectives in the Real Estate sector.

This engaging one day Real Estate Portfolio Strategies course encourages participants to consider their Investment philosophy, as well as exploring the implications for devising an Investment Plan to achieve different Investment Objectives.

This course will allow the different players in the Investment process understand how they can all contribute to an Investment Plan to achieve the Investment Objective.

On this course, you will…

Study the key components of the Client Investment Objective

Examine what affects the returns from Real Estate

Explore Investment philosophies

Learn the key components of an Investment plan

Understand how to track performance against the Investment Objective

Review examples of differing approaches, philosophies and live examples of current strategies in the current market

Who will benefit from this course?

Individuals working in a Research department

Asset Managers looking to advance their careers and become Fund managers

Junior Portfolio Managers

Professionals in family office Research departments

Graduates aspiring to pursue a career as Fund managers

Real Estate Professionals looking to broaden their knowledge

Course Outline

Day One

The Client Investment Objective

Understanding the size and structure of the Real Estate market

Reviewing the four quadrant model

Defining the return objective:

Over what time period?

What is the risk tolerance?

What is the liquidity requirement?

Factors affecting returns from Commercial Real Estate

Commercial Real Estate system:

Occupancy Market

The Investment Market

Credit Market

Government and business

Investment Philosophy

The known knowns, the known unknowns and the unknown unknowns

Identifying Key investment beliefs

The Investment Plan

Asset allocation

Stock selection

Asset management

Leverage

Style

Portfolio Performance vs Client Investment Objective

Determine what constitutes a good benchmark.

Performance attribution

Comparing outcomes with assumptions in the Investment Plan

Measure Portfolio Risk

Analysing Portfolio structure

Identifying Concentration risks

Case Studies

For more information about the Real Estate Financial Modelling Bootcamp, such as course delivery methods, pricing and dates, please contact Emma:

E: e.wilson@bayfieldtraining.com
T: +44 (0) 1223 517853 (direct line)

W: www.bayfieldtraining.com

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Real Estate Portfolio Strategies

By Bayfield Training

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