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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 this credit, please inform tdoyle@ucsc.edu by August 15 at the latest.

Have a question about this course?
Speak to a student services representative.
Call (408) 861-3860
FAQ
ENROLL EARLY!
This course is related to the following programs:

Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Cost Instructor
11-03-2022 to 12-08-2022 1.5 CEUs $850

Richard (Rich) Arzaga

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Schedule

Date: Start Time: End Time: Meeting Type: Location:
Thu, 11-03-2022 5:15 p.m. 8:15 p.m. Live-Online REMOTE
Thu, 11-10-2022 5:15 p.m. 8:15 p.m. Live-Online REMOTE
Thu, 11-17-2022 5:15 p.m. 8:15 p.m. Live-Online REMOTE
Thu, 12-01-2022 5:15 p.m. 8:15 p.m. Live-Online REMOTE
Thu, 12-08-2022 5:15 p.m. 8:15 p.m. Live-Online REMOTE