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Description

Portfolio Construction

, Online

The INREV online course Portfolio Construction consists of a series of five sessions spread over a period of two weeks from 2 - 10 September 2020 and focuses on constructing a non-listed real estate portfolio in today's market.

The online course examines how investors decide their allocations to real estate and build optimal portfolios by size, location and what products are available in the market. This is addressed from the fundamentals of portfolio construction theory and its possible applications as well as the limitations of real estate portfolios. During the course we will look at real estate investment strategies and the role of real estate in a multi asset portfolio focusing on non-listed real estate vehicles including real life examples.

The online course also addresses the role of debt in a real estate portfolio and considers important strategic issues such as developments, fees, risk strategies and fund manager selection.

During this online course we will cover the following topics:

  • Investor approaches to portfolio construction
  • How to build the optimal target portfolio taking into account market and other limitations
  • Issues such as risk/return approaches and diversification in a multi-asset portfolio construction
  • Leverage and other strategic issues

This online course is aimed at those who want to learn how to apply general allocation techniques when constructing non-listed real estate vehicles portfolios as well as those who would like to improve their knowledge of portfolio construction in addition to their current responsibilities This could include investors and fund managers keen to learn more about portfolio construction from the investor’s perspective or those who work in other areas of fund management who want a wider perspective on how investors build portfolios prior to the investing and operational stages.

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

Note: Portfolio Construction and Portfolio Management are two standalone courses. However, it is strongly recommended to attend the Portfolio Management course as well. 

Where

Where

Online

  • 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 Courses (Attendance Fee) will be communicated to Applicants at the time of registration at the latest.

1.5. Admission to any INREV Online Courses 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 Courses 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 Courses.

1.7. By registering for an Online Course, attendees accept and acknowledge that images may be taken of them during the INREV Online Courses 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 INREV Online Courses 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 an INREV Online Courses (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 an INREV Training 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 Online Courses 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 Online Courses 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 Course provide by INREV and/or these Online Courses 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).

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