Real Estate Funds

Course Description

With low correlation to other financial instruments (bonds, equities) real
estate investing is becoming an increasingly popular way to diversify a
portfolio. Real estate funds make investing in this sector particularly easy
for clients who may not have the expertise or financial backing to buy
property directly.

This course sets out to explain the different types of real estate investment
funds and real estate investment trusts and the way they operate. The
course will introduce and explain the increasingly popular real estate fund
industry. Real estate investment funds and real estate investment trusts
have begun to find their way into a larger number of portfolios by offering
both attractive returns as well as diversity to other financial products.

Learning Objectives

By the end of the course delegates will have a good understanding of

• characteristics of real estate investment funds (REIF’s)

• types of real estate investment funds and trusts: value, value added,
  core and opportunistic

• real estate vehicles permitted in Luxembourg

• regulated fund solutions (UCITS funds, SIF’s, SICAR’s)

• other vehicles (corporate companies, certificates...)

• characteristics of real estate investment trusts (REIT’s)

• differences between REIF’s and REIT’s

• issues facing real estate funds

• accounting for REIF’s

Target Audience

People working with real estate funds as well as anyone interested in developing a greater allround understanding of the investment fund market and types of funds that exist.

Duration

1 day for up to 12 participants