Online Courses
Fundamentals of Investment Real Estate Online (DORA 2 CR)
Every investor, broker, and advisor should have a solid strategy before investing in real estate investing. This course provides an overview and is designed for the novice. It is a refresher for the seasoned pro interested in expanding their knowledge of the real estate investment market and basic financial concepts. Understanding the real estate investment market dynamics and how the market operates is critical to successful investing. Investors have different strategies and various techniques based on the asset type. Exploring these strategies and discussing the different types of investors are the foundation of the demand side of the market. Read nore Building an annual cash-flow is a crucial first step in every real estate investment venture. An overview of the yearly cash-flow model will provide insights into how investors determine the value of a property and how the property may perform in the future. The attendee will follow step-by-step instructions for creating an annual cash flow that demonstrates the potential financial performance of the real estate investment. Performance measurement concepts include gross rent multiplier, capitalization rate, and operating expense ratio will be covered. The course is designed for investment real estate professionals interested in expanding their knowledge of investment real estate and performance measurement concepts. What you will learn: • How to differentiate between real estate investment and occupier markets. • Identify the major real estate asset classes. • Illustrate investment strategies. • Create a system to categorize investors. • How to estimate the annual operating statement • Calculate Net Operating Income. • Demonstrate and employ performance measurements. • Introduction to the basic real estate investment performance measurements. • Determine if leveraging increases the return on a real estate investment.
Commercial Real Estate Analysis the Basics Online (DORA 2 CR)
The commercial real estate industry offers many opportunities and yet many challenges. A solid foundation in the commercial real estate universe is necessary to be successful. This course will introduce the participants to commercial real estate fundamentals. More importantly, the opportunities it provides. The attendees will learn how the commercial real estate universe revolves, starting with the “Four Worlds of Real Estate” and how they impact the occupier’s real estate decision. The focus is on occupiers that lease space. Leases are the engines that drive commercial real estate. Understanding how lease terms will impact the business strategy is critical in lease negotiations. The business impact of lease terms will be discussed, including a negotiating strategy from the tenant’s perspective. One lease term that is overlooked is the square footage. Incorrectly measuring space can cost the occupier money. Measuring space using the BOMA method will be introduced as a guide to measuring the space correctly. Each business evaluates its real estate in different ways. For many, real estate is the second or third most expensive cost in business operations. A methodology to measure the cost-to-occupy will be formulated. The attendees will learn the industry’s different cost-to-occupy measurements used to compare one space to another based on economics. The attendee will follow step-by-step instructions for creating a cost-to-occupy estimate to compare alternative locations. Commercial Real Estate Basics will provide the foundation for success in exploring the many exciting opportunities in the commercial real estate industry. What you will learn: *How to differentiate between real estate investment and occupier markets. *Looking at real estate through the lens of the occupier. *The “Four Worlds of Real Estate.” *Explore the options of the occupier. *Overview of the request for proposal and letter of intent. *Describe how to measure space using the BOMA methods. *Appraise how lease terms impact the occupier’s business strategy. *Discuss negotiating lease terms that support the occupier's goals. *Introduction to the occupier’s cost measurements to occupy its real estate. *Demonstrate the occupier’s cost measurements calculation for a multi-year lease.
Creative Deal-Making For Investment Real Estate (2 hours)
Changes in the real estate markets offer challenges and opportunities to do business differently. Creative Deal-Making adds value to any real estate transaction, especially in today’s challenging environment. With today’s interest rates, providing innovative solutions that will differentiate you in the marketplace and add value to your clients is necessary or maybe just what is needed to close the transaction. During this two-hour presentation, we will overview the following strategies: •Installment Sale •Installment Sale Trust •Charitable Remainder Trust •Master Lease •Land Lease Participation •Medical Office Building (MOB) structuring •Sandwich lease •Lease Purchase •Lease with Equity •Up REIT •1031 Exchange •Delaware Statutory Trust (DST)
Real Estate Performance Measurement Using Excel (4-hours)
How do you determine if a real estate investment makes financial sense? Using performance measurements is the foundation to determine what price you should pay for an investment property and, more importantly, the return on your investment. Will financing help increase your return, and how might the property perform in the future? These questions can be answered by using performance measurements. This 4-hour online course, using the case study approach, is designed specifically for new and experienced real estate professionals interested in expanding their knowledge of financial concepts and Excel tools. Building an annual cash-flow model is a crucial first step in every real estate investment venture. Microsoft Excel’s financial analysis capabilities can help make cash-flow modeling accurate and easy to use, as well as enhance the meaning of the analysis. The attendee will follow step-by-step instructions to create an accurate annual cash flow using a programmed Excel spreadsheet. The result will be an analysis that calculates performance measurements for a real estate investment. What you will learn: How to estimate the one-year financial performance of a real estate investment. A review of the annual cash-flow model. Calculate mortgage payments and loan balances using Excel. Introduction to 10 performance measurements used to evaluate a real estate investment. How to build a cash-flow statement & calculate performance measurements using Excel. Use a prepopulated Excel spreadsheet designed to complete performance measurements. A LAPTOP COMPUTER CLASS WITH A FULL VERSION OF EXCEL IS REQUIRED.
Commercial Real Estate Broker Basic Training (Six 2-hours Sessions)
The commercial & investment real estate industry offers many opportunities and yet many challenges. A solid foundation in the CRE real estate universe is necessary to be successful. This course will introduce the participants to the commercial & Investment real estate brokerage fundamentals. More importantly, the opportunities it provides. This three-week, six-session online course provides agents, brokers, CRE professionals with an understanding of the skills, resources, and business practices that pave the way for success in commercial real estate. We start with building a business model tailored around your business goals and building a target market generator, developing the best practices for your business. Real estate teams are the best approach for many professionals. However, team development can be a challenge. Developing a job description for each team member and creating an interview process will be covered. Creating a marketing plan for self-promotion and marketing properties is critical to your business model. Breaking it down each day and what needs to be done every day for success. We will examine the commercial real estate universe and the knowledge and skill sets necessary for each property type. We will explore what is necessary to succeed in the occupier and investor sectors and what deliverables each requires. Real estate investment analysis and performance measurements are the foundation for determining the price you should pay for real estate investment, forecasting how the property may perform, and, more importantly, measuring the return on the investment. Introducing various investment models and the attendee will learn how to apply performance measurements, develop a discounted cash flow model, and determine how financing would impact the return. Applying performance measurements will illustrate how the property may perform in the future. Financial modeling will demonstrate various returns based on different investors’ goals. We will explore financing. Will leverage increase or decrease the overall investment return, and how will the financing impact the property’s future performance? Leases are the engines that drive commercial real estate. Understanding how lease terms will impact the business strategy is critical in lease negotiations. The business impact of lease terms will be discussed, including a negotiating strategy from the tenant’s perspective. One lease term that is overlooked is the square footage. Incorrectly measuring space can cost the occupier money. Measuring space using the BOMA method will be introduced as a guide to measuring the space correctly. What you will learn: • The CRE brokerage business: • Establishing realistic goals. • Build a strategic plan that works. • Calculate market potential. • How to build a successful brokerage business. • Develop processes that achieve your goals. • CRM management. • Create a CRE team. • The commercial & investment real estate universe. • How to build an investment real estate brokerage business: • Business development. • Building a personal marketing plan • Develop a marketing plan for your properties using the Target Market Generator. • What Strategies and Tools are needed for Success. • Analysis and interpretation of basic financial calculations. • The standard operating statement analysis. • The impact of financing on a real estate investment. • Analysis and interpretation of the cost of occupying real estate • How occupiers evaluate the mode of occupancy.
Scheduled Individually
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Lease Verses Purchase Analysis for Commercial Real Estate (3-hours)
For most businesses, the cost to occupy real estate is typically the second most expensive item on the profit and loss statement. As a broker, leasing agent, or consultant, you may be asked to advise a client on the merits of leasing or purchasing commercial real estate. This case-study-driven course will provide you with the tools to answer the question, which is better, leasing or owning? This in-person 3-hour course will provide the attendee with the skill sets and financial acumen to calculate the cost to occupy for any business. Looking through the lens of the business, we will explore the choices and how those options are evaluated. A cost-to-occupy model will provide financial and non-financial measurements in the decision-making process. Providing a high level of value to your client. Another direction we will appraise is the deployment of capital and its return to the business. The lens now focuses on the financial return on the capital used to acquire real estate. This investment analysis will compare the return on real estate with the cost of capital. During the course, we will cover non-financial and financial concepts and the Four Worlds of Real Estate. Where to find lease vs. purchase opportunities and how to deliver value to prospective clients. A demonstration of a real-world transaction will be illustrated. A laptop computer with a full version of Excel is required. During the course, the attendee will be provided with an Excel-programmed workbook. Providing an opportunity to complete “what if” scenarios. What you will learn: • The concept of net present value and internal rate of return (IRR) • Recognize the impact of non-financial issues on the lease vs. purchase decision. • Evaluate different leasing and owning scenarios. • Develop an understanding of the four worlds of corporate real estate. • Understand the benefits of the Net Present Cost modeling. • How to calculate the cost of leasing and owning after tax. • Calculate the return on the deployment of capital. • Review how GAAP may impact the occupancy decision. • Simulate a lease versus purchase case study using Excel. A LAPTOP COMPUTER CLASS WITH A FULL VERSION OF EXCEL IS REQUIRED.
Sale-Leaseback Transaction For Commercial Real Estate (2-hours)
Many companies are cashing in on the equity in their real estate! Commercial real estate practitioners and advisors provide their corporate clients with several strategies. One popular strategy is the sale-leaseback transaction. Many companies utilize the sale-leaseback transaction to cash out their equity in their corporate real estate. In a sale-leaseback transaction, an owner-occupier of real estate elects to sell or monetize its corporate real estate facility and structure a new, long-term lease on the property to an outside investor. In exchange, the company receives capital to grow and revitalize its business by selling its facility. The transaction has many benefits to the company, such as debt reduction, improvement of financial statements, and obtaining 100% financing. The investor receives a long-term lease with a credit-qualified tenant. During this four-hour course, the attendee will learn the concepts of the sale-leaseback transaction and the financial calculations using an Excel Spreadsheet provided to the attendee. We will explore the many benefits to the occupier and investor. Attendees will develop a sales aid that will help explain the transaction. The attendee will learn how to: • Apply and describe concepts of the sale lease-back transaction. • Justify the benefits to both the occupier and the investor. • Formulate the cost to occupy. • Point out the non-financial benefits. • How to apply and assess the results of the analysis. • Appraise the investment performance for the investor. • Identifying prospective occupiers and investors that will benefit. • Develop sales aids that will win business. A LAPTOP COMPUTER CLASS WITH A FULL VERSION OF EXCEL IS REQUIRED.
Lease Verses Lease Analysis for Commercial Real Estate (2-hours)
Lease Versus Lease Analysis Using Excel: For most businesses, the cost to occupy real estate is typically the second most expensive item on the profit and loss statement. As a broker, leasing agent, or consultant, you may be asked to advise a client on the merits of leasing or purchasing commercial real estate. This case-study-driven course will provide you with the tools to answer the question, which is better, leasing one property or another? This 2-hour in-person course will provide attendees with the skills and financial acumen needed to calculate the cost of occupying a business. A demonstration of a real-world transaction will illustrate the material. A laptop computer with a full version of Excel is required. During the course, the attendees will be provided with an Excel-programmed workbook, which will allow them to complete “what if” scenarios. What you will learn: • The concept of net present value and internal rate of return (IRR) • Recognize the impact of non-financial issues on the lease vs. purchase decision. • Evaluate different leasing and owning scenarios. • Develop an understanding of the four worlds of corporate real estate. • Understand the benefits of the Net Present Cost modeling. • Simulate a lease versus lease case study using Excel. A LAPTOP COMPUTER CLASS WITH A FULL VERSION OF EXCEL IS REQUIRED.