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Portfolio Construction

27 NOVEMBER 2024, MADRID
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This course is ideal for investors or investment managers who would like to better understand how investors decide their allocations to real estate and build optimal portfolios by size, location and available products in today’s market.

If you’re looking to learn more about how to apply general allocation techniques when constructing non-listed real estate portfolios or improve your general knowledge in this field then join us for this course delivered by industry experts.

Fully booked

The Attendance Fee is:
€1350 for INREV members 
€1500 for non-members

The fee includes one night of accommodation and a group dinner

If you are not an INREV member and wish to register, please contact INREV Academy.

building
Programme

26 November 2024

20:00

Welcome dinner

27 November

08:30

Registration and welcome coffee

17:15

End course

Learning goals

This course addresses the fundamentals of portfolio construction theory and its possible applications, as well as the limitations of real estate portfolios.

The course will look at real estate investment strategies against the backdrop of the macroeconomy and property market cycles, providing insight on how to take a multi-asset approach using real-life examples. The course will also address the role of debt in a real estate portfolio and consider important strategic issues such as developments, fees, risk strategies and manager selection, with an opportunity to examine these topics with senior industry leaders.

The course will cover the following topics:

  • Theory and practice
  • Investor approaches
  • How to build the optimal portfolio
  • Fund manager selection
  • The impact of leverage and fees
Target Audience

This course is aimed at professionals who wish to improve their knowledge of portfolio construction for an existing indirect real estate portfolio.

Location

Madrid

     The Madrid EDITION
     Pl. de Celenque, 2, Centro
     28013, Madrid 
     Spain 

Register

Not yet open for registration
Learning goals

This course addresses the fundamentals of portfolio construction theory and its possible applications, as well as the limitations of real estate portfolios.

The course will look at real estate investment strategies against the backdrop of the macroeconomy and property market cycles, providing insight on how to take a multi-asset approach using real-life examples. The course will also address the role of debt in a real estate portfolio and consider important strategic issues such as developments, fees, risk strategies and manager selection, with an opportunity to examine these topics with senior industry leaders.

The course will cover the following topics:

  • Theory and practice
  • Investor approaches
  • How to build the optimal portfolio
  • Fund manager selection
  • The impact of leverage and fees
Target Audience

This course is aimed at professionals who wish to improve their knowledge of portfolio construction for an existing indirect real estate portfolio.

Location

London
Additional information

This course counts towards the INREV Academy Certificate for Non-listed Real Estate Investments. It is a mandatory course for the Portfolio Management stream and an elective course for the Corporate Finance stream.

Questions about training and education?

Please don't hesitate to contact us.