Finance and Real Estate
Finance: Measuring Risk - Return Trade Off
Instructor: Pratish Patel
This workshop introduces participants to the concept of performance measurement in finance. Specifically, some of the questions, that the workshop tries to answer are:
- What is the goal for the total portfolio?
- What is the period for achieving that goal?
- Which kinds of risk are acceptable/unacceptable?
- How do you check/evaluate your risk management?
Tentative Course Outline
|Lab 1: Introduction to Performance Measurement||
|Lab 2: Mutual Funds||
|Lab 3: Performance Measurement||
|Lab 4: Summary||
Finance: Real Estate Finance Lab
Instructor: Adam Gower
Adam Gower is a bilingual, 30-year veteran in real estate, banking, and finance who earned a Ph.D. in banking history, focusing on institutional risk mitigation. He has held senior management positions at some of the largest companies and institutions in the world and is recognized as an industry thought leader on the impact of crowd funding on real estate. During the 1990’s he lived in Japan, working as the President and CEO of a major Hollywood studio developing their real estate portfolio throughout the Asia Pacific Region. After the financial crisis of 2008 had taken hold, Dr. Gower advised major regional banks and the world's largest private equity fund on their asset disposition strategies, assisting them to divest of large portfolios of real estate collateralized loans, and personally transacting in excess of $1.5 billion in real estate of all types. More
Dr. Gower lives and works in California and teaches the only fully accredited course in the country that focuses on Crowd Fund Real Estate investment, a transformational Fintech solution to real estate finance. His first book Jacob Schiff and the Art of Risk, (New York: Palgrave Macmillan, 2018) examines how investment banks mitigated risk in the early 20th Century and his work linking regulatory changes of today with practices described in this book are considered by many as being groundbreaking. His second book, Leaders of the Crowd, (New York: Palgrave Macmillan, 2018) is based on his internationally syndicated podcast series at the National Real Estate Forum. Dr. Gower is known as the creator of The Crowd Fund Real Estate Investor, a free resource for news, training, and online courses focused on educating a new generation of High Net Worth individuals and families, accredited and non-accredited investors alike, in how to prudently invest in real estate for yield, while prioritizing principal preservation.
Real Estate Finance Lab - Part One
Course objective is to learn key financial terms for REAL ESTATE deals using CROWD FUNDING. Participants will be exposed to online investment platforms that utilize financial terminology specific to the real estate industry. Key points of financial analysis and underwriting will be examined to enable participants to compare any deal against another that they look at online.
LEARNING OBJECTIVES: Practical engagement in preparing and analyzing pro-forma using 8 Key Concepts that open every door to real estate analysis and investment.
Labs 1 & 2 - The Eight Keys
- Net Operating Income
- Capitalization Rate
- Equity Multiple
- Internal Rate of Return
- Preferred Return
- Promote & Fees
In Class Work: Dive into multiple deals across multiple platforms and compare different assets against each other to establish analysis of relative risk-return profiles for investment using financial modeling.
Real Estate Finance Lab - Part Two
Course objective is to learn all aspects of how capital is raised for REAL ESTATE deals using CROWD FUNDING techniques as have become available as a result of the passage of the JOBS Act of 2012 and associated changes in regulations. The state of the industry today will be examined in detail, and a comprehensive examination of the origins of the JOBS Act and crowd fund real estate industry will be woven throughout the course.
LEARNING OBJECTIVES: To provide participants with awareness of real estate relating to:
- Overview of the new industry of raising capital through, and investing in, crowd fund real estate.
- Major actors or groups in the real estate finance, including developers, investors, lenders, online marketplaces, fintech participants - their roles, approaches as part of the process, and conflicting and parallel points of view.
- Detailed examination of the key elements needed to understand every real estate deal.
- Consideration of cycles and how to understand where we are in them.
- Case study examination of the due diligence process a developer engages in to underwrite deals.
Tentative Course Outline
|Lab 1: Cycles||
|Lab 2: Mutual Funds||
|Lab 3: Four Development Strategies||
|Lab 4: Eight Phases of Development||
|Labs 5 & 6: Due Diligence||
|Dates||Program Fee||Apply Online|
|July 1 - 31||$1,550*||Enroll Now|