Genuine Estate Efficiency

Genuine Estate Performance
Occasion on 2015-eleven-03 09:00:00

Discover how to analyse real estate performance, linking asset level fundamentals all the way via to portfolio approach.


The course will use the newest educational techniques and innovative asset modelling providing in-depth coaching on true estate chance and return, benchmarking and attribution evaluation. The course is split into modules that examine every single factor of the portfolio life cycle, enhancing the fund managers ability to check the impact on overall performance from individual leases right by way of to strategic allocation of capital.


Who need to attend

Fund Managers actively engaged in method and tactical allocation of capital in genuine estate and mixed asset money.

Asset managers who would like to increase saleability by closely aligning investment characteristics with the criteria set by fund managers.

Any person whose remuneration is linked to the functionality of any investment approach the place actual estate is a element asset.



Case scientific studies & fiscal models

Thorough program manual

Two months of post course assistance


Course contents

Day One –  Measuring True Estate Efficiency and Knowing Benchmarks.


What is Overall performance Measurement?

Investment traits of true estate

Direct, indirect and multi-asset class portfolios

Risk and opportunites

Indentifying and categorising chance in real estate

Comprehending in which these hazards supply possibility at the asset and fund level

Situation Review: Central London Workplace Home

Risk and return

Calculating numerous asset and portfolio return measures

Knowing divergence in final results

Case Research: Total cash flow versions on genuine properties

Workout: Examination and completion of funds flow versions

Context: Case research compared with existing Index final results


Index development and benchmarking principles

Real estate indices versus other asset classes

The information assortment and transformation approach

When and how to develop your own benchmark

Exercise: Comparison of benchmarks


Day Two – Attributing Functionality and Rewarding Success

Attribution examination

Asset allocation, stock assortment and cross item scores

Calculation anomalies, assumptions and convention

Portfolio risk

Refresher of the ideas of diversification and portfolio threat

Workout: Portolio produced and measured from the situation review properties

Portfolio performance

Adjusting functionality measures for threat

Discuss the applicability of measures in the context of actual estate investment characteristics

Exercising: Application of danger adjusted functionality measures

Case Examine: Analysing the Performance of a assortment of existing money

Rewarding functionality

Incentive stuctures, hurdle charges and alignment of interests

Payment terms

Managing portfolio functionality

Focusing on fundamentals

Knowing and monitoring final results

How capital construction has an effect on chance and return

Benchmarking and attribution computer software

at Irwin Mitchell LLP
40 Holburn Viaduct
City of London, United Kingdom

Free of charge this week at our real estate closing process retailer:

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