Introduction to Real Estate Investment, Development and Finance
This intensive two-day course, running from 9:00 AM to 5:00 PM* both in person in Central
London and virtually, offers a comprehensive introduction to real estate investment and
finance. It is designed for professionals looking to deepen their understanding of real estate
private equity, investment trusts (REITs) and real estate debt.
Day 1: Foundations of Real Estate Equity Investment and Key Concepts
The course begins with a welcome session where participants are introduced to the
objectives and structure of the course. An overview of real estate investment and finance will
set the stage, highlighting the importance of the sector and current market trends.
The first major topic covered is Real Estate Private Equity Investments. This session
provides an overview of private equity in real estate, discussing the structures and strategies
of real estate private equity investments and explaining the investment lifecycle. Participants
will then engage in evaluating real estate private equity deals, learning about the due
diligence process, key performance indicators and analysing a case study of a real estate
private equity deal.
After lunch, we will focus our attention to Real Estate Investment Trusts (REITs). Participants
will learn about the various types of REITs, the benefits and risks associated with investing in
them and how they function in terms of income generation and portfolio diversification.
Following this, the course will cover the analysis of REIT performance, focusing on key
financial metrics, valuation methods, market trends and a case study of a successful REIT.
Day 2: Real Estate Debt and Practical Applications
Day 2 will address the very important topic of Real Estate Debt. Participants will explore the
different types of real estate debt instruments, their role in property investments and
compare debt versus equity investments in the capital stack.
We will start the day by analysing the critical role of real estate debt finance in real estate
transaction and will further our knowledge on how to structure and source real estate debt.
This includes underwriting and risk assessment, negotiating terms and conditions and
analysing a case study on structuring a real estate debt deal. The course will further
examine the integration of real estate debt and equity in investment portfolios, whereby
participants will learn about portfolio management strategies, the benefits of diversification,
risk management and practical examples of portfolio analysis.
This course is designed to equip participants with a solid foundation in real estate investment
and finance, providing practical insights into the workings of REITs, private equity, and debt
instruments in real estate.