Real Estate Investment & Finance

This course teaches you to take charge of real estate investments to maximize a property’s value. Combining the latest industry practices with practical applications, you will learn basic financial concepts related to real estate, including income capitalization, valuation, analysis, taxation, depreciation, and life cycle costing. In addition, you’ll learn to evaluate real estate investments and develop budgets estimating net operating income, including spreadsheet examples that showcase current calculation methods and provide multiple resources to address your investment and finance needs. Canadian tax laws and property assessments are covered.

New microlessons offer insights into the “Rule of 72,” owner objectives including calculations and analysis, and maximizing the success of real estate contracts through contract type selection, negotiation, terms, and conditions.

*The coursebook is written for the following calculators: HP 10b, HP 10bII, HP 10bII+, HP12c, and HP 19bII. The HP 10bII, HP 10bII+, HP 12c, and HP 19bII calculators can be purchased online, by calling 1.888.999.4747, and in office supply stores. Please note, the HP 10b calculator is no longer being produced by HP, but you can still find it in office supply stores and online.

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Learning Objectives

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

Major Topics Covered

  • 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

Table of Contents

  • 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
deliverymethods

This course is available through the following delivery options:

  • Online Self-Paced
  • Collaborative Virtual Learning
certifications

This course applies to the following BOMI certificate:

  • PMFP – Property Management Financial Proficiency Certificate
desingations

This course applies to the following BOMI designations:

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