Real Estate Portfolio Strategies

The course aims to help participants devise an Investment Plan to achieve different Investment Objectives in the Real Estate sector.

This engaging one day Real Estate Portfolio Strategies course encourages participants to consider their Investment philosophy, as well as exploring the implications for devising an Investment Plan to achieve different Investment Objectives.

This course will allow the different players in the Investment process understand how they can all contribute to an Investment Plan to achieve the Investment Objective.

On this course, you will…

  • Study the key components of the Client Investment Objective
  • Examine what affects the returns from Real Estate
  • Explore Investment philosophies
  • Learn the key components of an Investment plan
  • Understand how to track performance against the Investment Objective
  • Review examples of differing approaches, philosophies and live examples of current strategies in the current market

Who will benefit from this course?

  • Individuals working in a Research department
  • Asset Managers looking to advance their careers and become Fund managers
  • Junior Portfolio Managers
  • Professionals in family office Research departments
  • Graduates aspiring to pursue a career as Fund managers
  • Real Estate Professionals looking to broaden their knowledge

Course Outline

The Client Investment Objective

  • Understanding the size and structure of the Real Estate market
  • Reviewing the four quadrant model
  • Defining the return objective:
    • Over what time period?
    • What is the risk tolerance?
    • What is the liquidity requirement?

Factors affecting returns from Commercial Real Estate

  • Commercial Real Estate system:
    • Occupancy Market
    • The Investment Market
    • Credit Market
    • Government and business

Investment Philosophy

  • The known knowns, the known unknowns and the unknown unknowns
  • Identifying Key investment beliefs

The Investment Plan

  • Asset allocation
  • Stock selection
  • Asset management
  • Leverage
  • Style

Portfolio Performance vs Client Investment Objective

  • Determine what constitutes a good benchmark.
  • Performance attribution
  • Comparing outcomes with assumptions in the Investment Plan

Measure Portfolio Risk

  • Analysing Portfolio structure
  • Identifying Concentration risks

Case Studies


Course Details

Pricing – Public Course

In-Person: £950 + VAT
Virtual: £800 + VAT
Upcoming Dates: Public Course Dates

Number of days: One day
Course type: Strategy
Pre-requisite: None


Malcolm Frodsham

How to Book

Any Questions?

For Course Bookings contact:

Jacob Noble
[email protected]

Samuel Musgrave
[email protected]

For Course Delivery & Administration:

Emma Wilson
[email protected]

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