Improve your investment management skills.

Do you need an in-depth understanding of the factors to consider in establishing and managing a property fund or trust? This course is ideal for professionals who need ongoing learning to improve their investment management skills. 

Pre-requisite: Property Investment & Finance Part 1.

Over three days you will learn about:

• The issues involved in establishing and managing a property fund
• Current trends in Australian and international property markets
• Factors that will influence investment strategies
• Modelling and valuation of property funds
• The important role of tax and compliance
• How to prepare a recommendation to establish a new fund.

What’s included in the program:

• The state of the markets
• Asset allocation and portfolio theory
• Unlisted property funds and syndicates
• Valuation of AREITs
• A day in the life of a property fund manager
• Practical steps in raising equity capital
• Debt funding
• The acquisition and divestment process
• Effective tax structuring
• Risk management and compliance
• International property investment
• Property trust modelling and analysis
• Case study: setting up a new fund.

This course is ideal for:

• Property, research, investment & fund analysts
• Property development professionals
• Banking and finance professionals
• Asset managers & portfolio managers
• Assistant fund managers
• Project managers
• Accountants
• Property lawyers.

Assessment:

To receive your Industry Diploma, participants are required to apply concepts learnt in parts 1 and 2 to write a paper for the establishment of a property fund.

You can follow on with

• Feasibility Workshop
• Risk Management.

Registrations close 9 September 2024.