Real Estate Investment Trust & Private Equity
This course provides participants with the information and analytical framework needed to make wise investment decisions regarding investment choices in REITs, and Private Equity an important asset class available to investors. This course considers REITs and Private Equity primarily from the view of the investor. We consider the characteristics of REITs, most especially the different types of REITs and Private Equity, the different investors and their investment appetites, and the available investment strategies. The risks, returns, and costs of investments in REITs are compared to the risks, returns, and costs of investments in portfolios of individual securities (stocks, bonds, and related financial investments) by individual and institutional investors. A primary goal is to provide potential investors the information they need to determine whether and when investments in a REIT rather than investments in individual stocks, bonds, and other financial instruments should be undertaken.
· Understand the importance of REITs as a stand-alone investment and as an asset in a more diversified portfolio
· Understand characteristics, advantages, and disadvantages of investments in REITs
· Understand characteristics, advantages, and disadvantages of invest in Private Equity
· Understand the formation and operating model of REITs
· Understand the formation and operating model of Private Equity
· Understand how the valuation of REITs is determined
· Understand how the valuation of Private Equity is determined
Basics of establishing a REIT and Private Equity
Overview
· What is REITs?
· What is Private Equity
· REITs Market overview in US, Africa and Global
· Private Market overview in US, Africa and Global
· How do REITs work for you?
· How do Private Equity work for you?
Important characteristics of REITs and Private Equity
· Why are REITs an important asset class?
· Why are Private Equity an important asset class?
· Who invest in REITs?
· Who invest in Private Equity?
· Is home ownership a substitute for investing in REITs?
· How to qualify as a REITs
· REITs categories, Private Equity REITs , Mortgage REITs
· Public Non-listed REITs Private REIT’s
· How to qualify as a Private Equity
· REITs Sectors
· Private Equity Sectors
The REITs Life cycle
· Most REITs a similar Life cycle of operation
· Public Fundraising,
· Property Acquisition Portfolio Management
· Exit Strategies
· List/Sale and merger liquidate
The stages in the life of Private Equity Fund
· Raising capital and building the team
· Sourcing deal flow
· Managing and improving the portfolio
· Exiting the investment
Investing in REITs and in Private Equity Fund
· How do I invest in REITs?
· How do I invest in Private Equity Fund?
· REIT mutual Fund or Private Equity Fund?
· How is the value of REITs share typically assess?
· How does the value of Private Equity Fund share typically assess?
REITs Investment Strategies & Private Equity Strategies
· Why invest in REITs?
· Competitive Long term performance
· Substantial, stable dividend yield, liquidity
· Transparency. Portfolio diversification
· Investment strategies
Private Equity Strategies
· Leverage buyout
· Venture Capital
REIT VS Private Equity Fund
· REIT vs Private Equity
· Benefits of REITS
· Benefits of Private Equity
· Tax structure of REITs vs Private Equity Fund
· Fees of REITs vs Private Equity Fund
· Funds vs deals ( REITs and Private Equity Fund )
· Dividends both of REITs and Private Equity Fund
· Which is better REITs or Private Equity Fund?
How to Form a REITs and Private Equity Fund
· Organizational
· Operational
· Distribution
· Compliance
Anyone seeking to understand REIT market operation.