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Description

Portfolio Management

, Online

The INREV online course Portfolio Management consists of a series of four sessions between 1 and 7 October 2020 and explores the concepts, tools and process for the management of an existing indirect real estate portfolio.

The online course will address the importance of monitoring and existing portfolio, from a reporting and day-to-day operational perspective, as well as best practices for buy, sell, hold processes and good governance. The online course will also look at consideration liquidity and secondary trading considerations.

The course will include the following topics:

  • Monitoring an existing portfolio
  • Reporting and day-to-day operational management
  • Buy, sell and hold processes
  • Liquidity and secondary trading considerations
  • Governance: the investor’s role and best practices

All INREV online courses are taught by leading industry experts and offer the opportunity to gain practical insights into investors’ and investment managers’ view on the topic as well as the chance to participate in group discussions and case study workshops. Every session provides opportunities for course participants to ask questions to a senior industry expert. Participants are encouraged beforehand to think about questions they may like to ask.  

Who should attend the course?

The online course is aimed at those who wish to improve their knowledge of portfolio management for an existing indirect real estate portfolio.  

Upon completion of the course participants will be able to:

  • Learn why investors should actively manage their indirect investments
  • Understand the issues behind portfolio management from the investor perspective
  • Understand the importance of risk management in actively managing an indirect real estate portfolio

This online 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 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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