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Portfolio Management

, Paris

Effective portfolio management is crucial to achieving the strategic objectives of indirect real estate vehicles as well as supporting the delivery of returns in line with investor expectations.

The INREV Portfolio Management course addresses operational aspects such as reporting, good governance, and how to monitor the existing portfolio and assess potential risks in line with objectives. It also looks at decision-making around buy, sell and hold processes, as well as liquidity and secondary trading.   

All course sessions are delivered by leading industry experts and offer the opportunity to gain practical insights into investors’ and fund managers’ views on the topic, as well as the chance to participate in group discussions and learn through real-life case studies. At the end of the course, there is also an opportunity for a Q&A with two senior investors.

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

Who should attend the course?

The course is aimed at those professionals 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:

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

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



Paris, France


Fees & Terms


Portfolio Management 2023 incl. course dinner (€ 750)

Terms and conditions

Fee non-members: €1.000

1.1. This INREV training course is open to INREV members and non-members.  

1.2. For all attendees, the Membership Terms and Conditions fully apply. In the event of any conflict or inconsistency between any provisions of these course Terms and Conditions and the Membership Terms and Conditions, first these course Terms and Conditions and then the Membership Terms and Conditions shall prevail.

1.3. Attendees will hereinafter together be referred to as “Applicants”.

1.4. The costs of attending the training course (Attendance Fee) is €750 for members and €1.000 for non-members.

1.5. Admission to this course is subject to registration and subsequent written confirmation of that registration by INREV. Please note that limited seats per organisation are available (limited to three seats per member organisation and one seat per non-member organisation).

1.6. All personal data provided to INREV by Applicants, during the application process or afterwards, will be processed in accordance with the Privacy Statement of INREV, which can be found on the INREV website.

Cancellation and attendance policy

2.1. After registration for the course, cancellation is possible if that cancellation request is written to training@inrev.org before Friday 01 September 2023. 

2.2 In case of a no-show the full course fee is due.

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