Investment Analysis and Due Diligence
The focus of this course will be analysis and due diligence for potential acquisition or disposition (hold‐sell analysis) of properties, including expectations of investment committees and investment committee memo structures. Students will learn key factors used to develop proforma assumptions, and learn how to calculate the key measures of return and investment value used by institutional investors, including the impact of leverage. Factors that impact investment risk including the lease structure, type of financing and market conditions will be discussed, including additional risks associated with development projects. An Excel spreadsheet proforma will be used to calculate risk measures, perform a sensitivity analysis, partition the IRR and perform a Monte Carlo simulation.
NCREIF E-Learning Opportunity
Course will be offered in four modules on the following dates,
all from 10:00am to 12:00pm Central Time:
Tuesday, August 17
Thursday, August 19
Tuesday, August 24
Thursday, August 26
Registration will be limited to the first 25 students to enroll.