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Portfolio Management


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. Join this one-day course to enhance your knowledge of portfolio management and to improve on managing an indirect real estate portfolio.

Open for registration

The Attendance Fee is:
€1350 for INREV members
€1500 for non-members.

The fee includes accommodation at the Marriott Copenhagen on 2 July, and a group dinner on 2 July.

If you are not an INREV member and wish to register, please contact INREV Academy.

Learning goals

This popular course covers key operational aspects such as reporting, good governance, monitoring the existing portfolio, and assessing potential risks in line with objectives. It also looks at decision-making around buy, sell, and hold processes, and liquidity and secondary trading. Delegates will end on a high note with an interactive Q&A session with two senior investors.

The course will cover the following topics:

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

Upon completion of the course, participants will be able to:

  • Understand why investors should actively manage their indirect investments
  • Know the portfolio management issues from an investor’s and investment manager’s perspective
  • Understand the importance of risk management in actively managing an indirect real estate portfolio
Target Audience

If you’re a professional and want to enhance your knowledge of portfolio management for an existing indirect real estate portfolio, this course will give you the information and knowledge you need.


Additional information

Both members and non-members are eligible to take this course, which counts towards the INREV/ Henley Certificate for non-listed real estate investments.

Questions about training and education?

Please don't hesitate to contact us.