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Description

Effective Due Diligence for Non-listed Real Estate Investments

, Online

This INREV online course will address current issues and best practices in the due diligence process for non-listed real estate investments in the context of today's markets. The online course consists of a series of five sessions taking place between 2 and 10 March 2021.

Investors and investment managers face changing priorities in the due diligence process with governance, risk management, portfolio management, operational issues and compliance as well as ESG gaining strong attention. This course will examine the latest due diligence issues and outline how to manage business, legal and operational due diligence efficiently. 

The course will begin with an investor’s view of current issues, followed by a session on investors' selection criteria, and will also include the manager’s view on how to adapt to changing needs of investors while managing the process efficiently. After these sessions the course will dive deeper into specific topics related to legal and tax due diligence, operational due diligence as well as the role of risk management and ESG. 

The course will be taught by leading industry players with an emphasis on group discussions and case studies to allow participants to share their views.

The course will cover the following topics:

  • The latest developments, best practices and challenges in the due diligence process for investors and managers;
  • Insights into investors' selection criteria and demands; 
  • How to manage business, legal, and operational due diligence efficiently;
  • Evaluate key ESG factors, including practical initiatives during diligence;
  • Identifying key risks as part of the risk management process of the fund manager and fund;
  • How INREV tools support an efficient due diligence process.

Who should attend the course?

The course is aimed at professionals with several years of experience within the non-listed real estate investment industry. This could be institutional investors who wish to improve their knowledge of the due diligence process and better understand the practical applications, investment managers who want to gain a better understanding of what investors are currently looking at during their selection process as well as advisors who play a role in the due diligence process.

Upon completion of the seminar participants will be able to:

  • Comprehend and have a good overview of due diligence best practice in the non-listed real estate industry for both investors and investment managers;
  • Identify investor's demands and key selection criteria; 
  • Understand current issues, including key elements of legal and regulatory implications and their impact on the due diligence process;
  • Identify and understand the different risk items in the due diligence process in current markets and be able to propose solutions for these issues;
  • Understand the increasing role of ESG-related factors and how to incorporate these in the process;
  • Understand perspectives on portfolio management and operational due diligence.

Prerequisite eLearning module

For the Due Diligence course, INREV introduces a 45-minute eLearning module as prerequisite for participation in the online course. This additional service will provide a stepping stone to the online course, making sure that everyone is at the same level before they undertake the more advanced course.

The eLearning module "Introduction to Effective Due Diligence" will be made available for course participants via a link in the confirmation e-mail (free of charge). 

This course is open to members and non-members and it counts towards the INREV/ Henley Certificate for non-listed real estate investments.

Where

Where

Online

Programme

Fees & Terms

Fees

Online Course for INREV members (€ 250)

Terms and conditions

Non Member fee: 350 Euro

General

1.1. INREV Online Courses are open to Representatives and other interested individuals, not being Representatives (Non-Representatives).

1.2. For Representatives, the Membership Terms and Conditions fully apply to INREV Online Courses. In the event of any conflict or inconsistency between any provisions of these Training Courses Terms and Conditions and the Membership Terms and Conditions, first the Online Course Terms and Conditions and then the Membership Terms and Conditions shall prevail.

1.3. Representatives and Non-Representatives will hereinafter together be referred to as “Applicants”.

1.4. The costs of attending an INREV online course (Attendance Fee) will be communicated to Applicants at the time of registration.

1.5. Admission to any INREV online course is subject to registration and subsequent written confirmation of that registration by INREV. If you are a Representative and the Member you represent has not yet paid their annual INREV membership fee, INREV will not confirm registration of any of their Representatives until payment is made If an Applicant personally has any outstanding invoices with INREV, INREV will not confirm registration for INREV online course until full payment of all outstanding invoices is made.

1.6. All personal data provided to INREV by Applicants, during the application process or afterwards, including their biographies, will be processed in accordance with the Privacy Statement of INREV, which can be found on the INREV website. Biographies of Applicants, and the personal data they may contain, will only be shared with other Applicants as part of the course documentation of an INREV online course.

1.7. By registering for an online course, attendees accept and acknowledge that images may be taken of them during the INREV online course and give INREV express permission to use these images for reproduction. Only in the event that such an image depicts a close up of a particular attendee or a small group of attendees, INREV shall seek additional permission for the use of such an image.

Cancellation and no-show policy

2.1. When registering for an INREV Online Courses, INREV will inform Representatives of the applicable attendance fee. Attendance Fees may differ for Representatives and Non-Representatives.

2.2. There is no charge for cancellation until attendance of the online course is confirmed by INREV. Any Attendance Fees paid to INREV before confirmation will be fully restituted.

2.3. Full attendance fee is due as soon as INREV confirms an Applicants registration, Any Attendance Fees already paid to INREV will not be refunded.

2.4. As a Representative, if you register and your registration is confirmed by INREV, but you do not attend the online course (no-show), the full Attendance Fee is due, unless you are replaced with another Representative. As a Non-Representative, if you register and your registration is confirmed by INREV, but do not attend the online course (no-show), you will be charged with the full Attendance Fee to cover the costs that INREV will incur. Any Attendance Fees already paid to INREV will not be refunded. As a Non-Representative you are also allowed to have someone else participate in your place.

Miscellaneous

3.1 If any provision (or part of a provision) of these Terms and Conditions is found by any court or administrative body of competent jurisdiction to be invalid, unenforceable or illegal, the other provisions shall remain in force.

3.2 If any invalid, unenforceable or illegal provision would be valid, enforceable or legal if some part of it were deleted, the provision shall apply with whatever modification is necessary to give effect to the commercial intention of the parties.

3.3 These Terms and Conditions are governed by the laws of the Netherlands.

3.4 The competent court in Amsterdam, the Netherlands, shall have jurisdiction to settle any dispute in connection with online courses provide by INREV and/or these Terms and Conditions, without prejudice to the right of appeal and that of appeal to the Supreme Court.

Mandatory Attendance

4.1 Just like during a regular INREV training course, we expect all participants to attend all sessions and actively participate during the course. If you fail to attend a session you will not receive the certificate of attendance for the course. 

4.2 All INREV online courses will be organised via Zoom and it is highly recommended to access the online courses via the Zoom app (either on a laptop or mobile phone). To make this online course interactive and engaging we also request participants to have their camera's on during the course sessions. 

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