Course

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
• Identify the merits of using debt in real estate
• Recognize the tax benefit of owning investment rentals
• Discuss the risks inherent in owning rental property
• Integrate real estate into a comprehensive financial plan

Requisite Skills

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

Note:

This course MAY offer 15 hours of CFP® Board Continuing Education Credit. If you are a CFP® and interested in taking this course and receiving CEs, it is important to enroll in the course or email tdoyle@ucsc.edu by September 1 at the latest.