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.
The Attendance Fee is:
€750 for INREV members
€1000 for non-members
If you are not an INREV member and wish to register, please contact INREV Academy.
26 JUNE 2025, LOCATION TBA
Welcome dinner
26 JUNE 2025, LOCATION TBA
Registration and welcome coffee
End course
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 of portfolio construction;
- Investor approaches to portfolio construction;
- How to build the optimal target portfolio taking into account market activity and other limitations;
- Fund and manager selection;
- The impact of leverage and fees.
Upon completion of the course, participants will be able to:
- Know how to apply general allocation techniques when constructing non-listed real estate portfolios;
- Understand how investors decide their allocations to real estate and build optimal portfolios by size, location and available products;
- Recognise the impact of the macroeconomy and property market cycles on real estate;
- Understand how investors identify good partners to work with;
- Recognise the benefits and risks of leverage as well as the impact of different fee structures on performance.
This course is aimed at professionals who wish to improve their knowledge of portfolio construction for an existing indirect real estate portfolio.
Location
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.