Meet Your Expert Course Leader

    Photo of Julian Spencer Roche

    Julian Spencer Roche
    Finance Training Consultant
    Australia And UK

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Agenda

Course Timings: Registration will be at 07:30 on Day One. The course will commence at 08:00 and conclude at 15:30. There will be a refreshment break at approximately 10:00 and lunch will be served at approximately 12:30.

Overview Of Real Estate Markets Around The World

Market Overview: Office, Retail, Industrial, Hotels
• Rents
• Vacancy and occupancy rates
• Supply/demand outlook
• Highest and lowest cap rates around the world
• Returns on alternative investments
• Impact of inflation

Valuation And Analysis

Terminology
• Layers of ownership: debt or equity
• Net Present Value (NPV)
• Feasibility Studies
• Discounted Cash Flows (DCF)
• Direct capitalisation vs. IRR
• Built-up cap rates
• Band of investment
• Universal valuation matrix
• Partial interest valuation
• Evaluating cash flow forecasts for abuses

The Americas: United States And Brazil

Market Overview: Office, Retail, Industrial, Hotels
• Property rights: own or use the land
• Is local expertise available to do this?
• Title insurance
• Typical lease terms by property type
• Income approach: DCF or direct cap
• Comparable sales: availability of data
• Cost approach: yes or no
• Typical property size
• Measures of risk and reward

Comparison Of Europe, Asia And Africa With The Middle East: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia And The UAE

Using local brokerage company reports and other data sources to provide background information on the state of these markets for office, retail, industrial, residential, and hotel properties, coupled with an analysis of global investor return requirements, a series of case studies using examples of properties that have sold or are listed for sale are reviewed, analysed and discussed.

Phase I: Property Feasibility And Development

Feasibility
• Locational factors
• Property cycles
• Zoning and planning regulations
• Determining highest and best use
• Site valuation
• Own or lease the site?
• Public/private joint ventures
• Sale vs. rental
• Planning and design
• Marketing
• The impact of inflation
• Income estimates
• Operating expenses and real estate taxes
• Construction cost estimates and controls
• Projecting lease-up or sellout

Phase II: Financing, Construction And Marketing

The Owner’s Viewpoint
• All-cash or finance?
• The lender’s viewpoint and bank lending criteria
• Construction financing
• Permanent financing: East vs.West
• Financing individual units
• Advantages and disadvantages of debt and equity
• Distressed markets: purchasing debt to gain property control

Phase III: Measures Of Performance

Investment Sales Techniques
• Assembling a portfolio
• Data sources
• Required rates of return
• Build or buy?
• Discounted cash flow analysis
• Retaining a share of ownership
• Property management fees

Real Estate Investment Trusts (REITs) Public And Private Real Estate Companies

Investing In REITs Provides Greater Liquidity But Far Less Control
• Examples of the holdings of global REITs and their investment goals

Review Of Course Material