This training is offered in both face-to-face and distance learning formats. More information
Catalog

REIF - Fundamentals - Understanding the Commercial Design of Real Estate Investment Products

Investment Funds

In collaboration with:

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Description

Objective

After completing this course, the learner will be able to understand the macroeconomic factors that drive real estate investments and the overall environment for real estate products from an investor perspective, including different product formats (open, closed, listed, segregated accounts) and liquidity, risk and performance criteria. Students will also cover European and Luxembourg markets for real estate investment products and the basic commercial differences in the design of open-ended and closed-ended funds.

Target Audience

Everyone looking to get involved in Real Estate investment products, including Fund & Asset Managers, Accountants, Risk Managers, Bank Employees, Administrators, Corporate Secretaries etc.

Programme

Introduction

  • Case Study: Your own practical exposure to Real Estate investment (Location/Style/Equity/Debt/Income/Tax)
  • Introduction to the real estate investment asset class
  • Understanding the overall environment for real estate investments from an investor perspective
  • Understand different product formats (open, closed, listed, segregated accounts)
  • Key real estate fund investment criteria for investors
  • Overview: European and Luxembourg markets for real estate investment products


A brief introduction to:

  • Principles of tax & legal structuring 
  • Designing a financial framework
  • Roles of parties involved in real estate funds
  • Typical operating processes in real estate funds
  • Typical governance & controls in real estate funds 


Case study 1: What do you expect to see in a term sheet for an open-ended fund?

Case study 2: How will the commercial design differ for a closed-ended fund?


Conditions

Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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Sessions and schedules

Download the schedule (PDF)

  • Thu 19.09.2024

    08:30 to 17:30

    8H

    REIF Fundamentals - Understanding the commercial design of Real Estate investment products

    Chambre de Commerce Luxembourg

Duration 1H

Location Chambre de Commerce Luxembourg

  • Tue 07.05.2024 08:45 to 11:45
  • Tue 14.05.2024 08:45 to 11:45
  • Tue 21.05.2024 08:45 to 11:45
  • Thu 23.05.2024 08:45 to 11:45
  • Tue 04.06.2024 08:45 to 11:45
  • Tue 11.06.2024 08:45 to 11:45
  • Tue 25.06.2024 08:45 to 11:45
  • Thu 27.06.2024 08:45 to 11:45
  • Tue 02.07.2024 08:45 to 11:45
  • Tue 09.07.2024 08:45 to 11:45
  • Tue 17.09.2024 08:45 to 11:45
  • Tue 24.09.2024 08:45 to 11:45
  • Thu 26.09.2024 08:45 to 11:45
  • Tue 01.10.2024 08:45 to 11:45
  • Tue 08.10.2024 08:45 to 11:45
  • Tue 15.10.2024 08:45 to 11:45
  • Tue 22.10.2024 08:45 to 11:45
  • Thu 24.10.2024 08:45 to 11:45
  • Tue 05.11.2024 08:45 to 11:45
  • Tue 12.11.2024 08:45 to 11:45
  • Tue 19.11.2024 08:45 to 11:45
  • Tue 26.11.2024 08:45 to 11:45
  • Thu 28.11.2024 08:45 to 11:45
  • Tue 03.12.2024 08:45 to 11:45
  • Tue 10.12.2024 08:45 to 11:45
  • Tue 17.12.2024 08:45 to 11:45
  • Thu 19.12.2024 08:45 to 11:45