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Real Estate Investments for Professional Advisors | FPLN.800

Real Estate Investments for Professional Advisors | FPLN.800

Real estate investment can play a key role in any portfolio. In this course, we’ll explore investment real estate fundamentals, the cash flow model, entity and group investing, financial behavior, and the intersect of real estate and personal financial wellness.

A highly interactive classroom environment includes course lecture, guest speakers, class participation, a cash flow analysis project, and a final exam.

Learning Outcomes

  • Understand the fundamentals of investment real estate
  • Apply the financial planning process to the evaluation of real estate
  • Create a real estate cash flow analysis
  • Calculate real estate cash flow, cap rate, and internal rate of return
  • Understand the merits of using debt in real estate
  • Understand the tax benefit of owning investment rentals
  • Discuss the risks inherent in owning rental property
  • Integrate real estate into a comprehensive financial plan

Skills Needed

You will need a level of comfort with basic calculations, financial concepts, and Excel software.

Note

We MAY be offering CFP® Board Continuing Education Credit for this course. If you are interested in obtaining 15 hours of CFP CE credit, please inform tdoyle@ucsc.edu by August 15 at the latest.

Have a question about this course?
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Call (408) 861-3860
FAQ
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Estimated Cost: TBD

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Contact Us
Speak to a student services representative.

Call (408) 861-3860

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