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Real Estate Finance and Portfolio Management [MC]

Catalogue Number
6314M0051
Course code
80038
Admin. code
AFEE
Credits
10 ( 280 hours)
Entry requirements
MSc enrollment 
Time Period(s)
Semester 2 block 1 More info
Educational institute
Graduate School of Business
Lecturer(s)
dr. E. Giambona (co-ordinator)
Is part of ...

Objectives

The aim of this course is to provide an in-depth analysis of the role of real estate assets for portfolio decision making. Students will be provided the necessary tools to analyze the different vehicles of real estate investments (such as, REITs, CMBS), describe the international real estate marketplace, and address the issues and challenges of performance measurement for real estate assets. The course also aims at analyzing the different channels characterizing the financing process of real estate assets. We will study how real estate assets differ from other asset types (such as plants and equipments) and whether this has implications for the financing process.

Contents

The course will cover the following topics:

  • The Role of Real Estate in the Portfolio of Individual and Institutional Investors
  • Asset Pricing Theory Applied to Direct and Indirect Real Estate Investments
  • Challenges in Performance Measurement for Direct and Indirect Real Estate Investments
  • Real Estate Investment Trusts (REITs) and Other Real Estate Investment Vehicles
  • The International Real Estate Market Financing of Direct Real Estate: Introduction to Mortgages and CMBS
  • Financing of Indirect Real Estate Investment: The Capital Structure Decision of REITs and other Real Estate Companies

Recommended prior knowledge

Real Estate Markets and Analysis [MC] (10 EC)

Required preliminary knowledge

Beleggings- en Portefeuilletheorie [VV] / Investments and Portfolio Theory [AC]

Registration at

Please go to https://www.sis.uva.nl

Format

6 hours per week during 7 weeks.

Time

Please go to http://rooster.uva.nl

Study materials

  • Reader: Selected articles
  • Textbook: D. Geltner and N. Miller (2007). Commercial Real Estate Analysis and Investments (specified chapters), Thomson - South Western - 2st. edition

Cost

ca. € 100,-

Assessment

The final grade will be a weighted average of cases and/or midterm examination (35%) and final examination (65%). The final examination grade needs to exceed 5.5. Grades on cases and/or midterm examination will be valid only for 1 academic year.

Examination date

Please go to http://rooster.uva.nl and http://www.student.uva.nl/feb-academicyear.