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FINANCIAL MARKET COURSES

Real Estate – Investing

This course describes the different means by which investors can obtain exposure to real estate as an asset class. It begins by looking briefly at the dynamics of both the residential and commercial real estate sectors from an investment point of view. The course then moves on to contrast direct investment in “bricks and mortar” to various methods of indirect investment, with particular emphasis on real estate investment trusts (REITs) which have become hugely popular in recent times.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Differentiate between direct and indirect investment in real estate, and outline the key dynamics of the residential and commercial sectors

    Describe the main considerations for investors looking to invest directly in physical properties

    Explain the various methods of indirect investment in real estate and the differences between these methods

  • COURSE OUTLINE

    Topic 1: Real Estate Investment

    Types of Investment

    o Direct (Physical) Investment

    o Indirect (Financial) Investment

    Sector Dynamics

    o Residential Real Estate

    o Commercial Real Estate

    Topic 2: Direct Investment

    Overview of Direct Investment

    Leverage

    o LTV Ratios

    o Impact of Leverage: Example

    Direct Investment Considerations

    o Suitability

    o Overpaying

    Direct Investment Drawbacks

    Topic 3: Indirect Investment

    Methods of Indirect Investment

    Stocks

    Real Estate Investment Trusts (REITs)

    o REIT Returns

    o Equity REITs

    o Mortgage REITs

    o Investing in REITs

    • Individual REITs

    • Fund REITs

    Real Estate Limited Partnerships (RELPs)

    o RELPs vs. REITs

    Real Estate Operating Companies (REOCs)

    Fixed Income Securities

    Derivatives

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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