Real Estate Investment & Finance

Canadian Version

Through this course, you will learn to take charge of real estate investments in order to maximize the value of a property. You will develop knowledge about basic financial concepts as they relate to real estate, including valuation, analysis, taxation, depreciation, and life cycle costing. Similarly, you will learn to evaluate real estate investments and to develop budgets that estimate net operating income. You will study the income capitalization approach and cover property taxation costs and strategies to offset these costs. You will also gain the skills to conduct discounted cash flow analyses and calculate net present value and internal rate of return. Canadian tax laws and property assessment are covered in various chapters. With a clear understanding of physical and market value, you will be able to more efficiently manage the owner’s assets. This course features exercises that require the basic use of the HP10bII financial calculator.

Upon successful completion of this course, learners will be able to:

  • Understand physical value and market value
  • Determine a property’s economic value
  • Finance investments and increase value
  • Demonstrate a working knowledge of current tax laws, including capital gains and depreciation
  • Asset valuation and enhancement
  • Costs and taxes
  • Capitalization
  • Site and building analysis
  • The appraisal process
  • Discounted cash flow measurement
  • Ownership vehicles
  • The basics of lending and current lending practice
  • Introduction to Investments
  • Real Estate as an Investment Alternative
  • Investment Math: Quick Estimates and Financial Calculators
  • Introduction to Value
  • The Appraisal Process
  • Capitalization
  • Lending Basics
  • Real Estate Collateralization and Lending Practice
  • Income Streams! Expenses! and Discounted Cash Flow Measurement
  • Present Value and Internal Rate of Return
  • Taxation
  • Site and Building Analysis of the Real Estate Investment
  • Revenue Sources from the Real Estate Investment
  • The Investment Decision
  • Case Study and Practical Exercises

This course is available through the following delivery options:

  • Online Self-Paced
  • Accelerated Classroom Review

This course applies to the following BOMI certificate:

  • PMFP – Property Management Financial Proficiency Certificate

This course applies to the following BOMI designations:

  • RPA® – Real Property Administrator
  • FMA® – Facilities Management Administrator

Note:

One of the following financial calculators is required for the course: HP 10b, HP 10bII+, HP 12C, or HP 19bII. For information on how to purchase, contact your local office supplies store.