Course description
Ever-increasing economic challenges and hurdles require every working man to secure their future. Because of this cause, investment in various sectors is a growing idea. However, every worker in general and in the field of pension investment is not entirely aware of the depths and complexity of the different sectors in which investment can be made. The Pension Scheme Investment Portfolio in Real Estate, Infrastructure and Private Equity Course from Rcademy highlights crucial topics in layperson’s terms to make individuals experts. Moreover, this course reveals the tips and tricks that can result in a higher ROI.
Where do the pension funds invest?
The pension funds are invested for the worker to be used in the future. Many options are available where the pension funds can be invested on behalf of employees. However, the pension funds have to be managed appropriately so that the pension’s return on investment is the same as promised before investing. The pension investment trends have also changed with time. A few decades back, many options were not available for pension funds investment. Investment-grade bonds, government securities and blue-chip stocks were considered only limited options. Nevertheless, the options at hand are upgraded. Nevertheless, real-estate, inflation hedging securities like gold, private equity, and Infrastructure are the most effective options.
What is a portfolio in real estate?
It is an investment asset collection occupied by an individual or group. The word collection depicts the catalogue, which has all present and past deals in the real estate sector. Additionally, it also has a variety of kinds of assets of real estate. Real estate portfolios also can include real estateinvestment trusts (REITs), rehabs, investment properties and real estate mutual funds. Moreover, a real estate portfolio can have various properties, such as commercial properties, apartment buildings, and single-family homes.
Professionals at Rcademy have extensive industry knowledge and expertise, which they impart to their learners so that they may achieve their full potential in their chosen careers. In addition, learners would have access to industry-level information that they might use to help their customers. Trainees will have more access to opportunities for success as a result.
Upcoming start dates
Suitability - Who should attend?
After completing The Pension Scheme Investment Portfolio in Real Estate, Infrastructure and Private Equity Course from Rcademy successfully, the trainees will be able to
- Understanding of opportunities in the pension investment sector by comprehending land uses, property values factors, neighbourhood and buildings’ life cycles, real estate cycles, and development and modifications of cities
- Comprehending the financial models and acquiring the skills to create them
- Analysing the cash flows and ROI
- Apprehension of the equity partnership structure and debt kinds and relating them to investment capital
- Compiling the investment strategies, making decisions, and mitigating risks
- Learning the institutional investors’ aims and limitation
- Comprehending the objectives of public and corporate pension plans
- Comprehending the private equity’s role in pension investment
- Understanding the factors which laid the foundation of the market’s evolution
- Analysing private equity’s return and risk profile
- Apprehension of the infrastructure sector
- Knowing the vital roles of the actors in the financial transaction of infrastructure project
- Unrevealing the essential liquidity elements in mainstream securities and private assets
- Learning the difference between public goods and Infrastructure
Training Course Content
All the crucial topics of the Pension Scheme Investment Portfolio in Real Estate, Infrastructure and Private Equity course are highlighted below:
Module 1: Overview
- What is a pension scheme?
- Why is a pension scheme essential?
- Which sectors are safe for investment?
- Real estate overview
- Infrastructure overview
- Private equity overview
Module 2: Real Estate Sector introduction
- Structure of the Real Estate Sector
- Kinds of commercial real estate
- Features of performance
- Sector’s entry points- unit trust, synthetically and direct
- Sector ownership
Module 3: Core topics of Real Estate
- Finance treatment
- Operating lease accounting treatment
- Leasebacks and save changes
- Leasebacks and sale change implications
- Corporate ownership: A company’s approach towards assessment
- REITs, NAV discounts, entry criteria, premia considerations, relevance, and different kinds of REIT landscapes
Module 4: Cash flow in the real estate sector
- Main elements of cash flow
- Leasing dynamic
- Rental cash flow
- Letting fees
- Agent’s fees
- Service charges
Module 5: Real Estate Value
- Valuation methodology on the bases of yield
- Reversionary
- Initial
- Equivalent
- Valuation approach of private equity: Targeted IRR methodology
- Investment banking approach
- Harmonising surveyor
- Land valuation
- Hotel valuation
- Property company interaction
- The realisation of the value of separation
Module 6: Introduction to Private Equity
- Capital Stack
- Metrics of loan performance
- EoD and constraints during enforcement
- Landing types
- Securitisation and return to the markets
- CMBS and return to the markets
- Global debt funds
- Fundamental principles of non-performing loans
Module 7: Investment in Private Equity
- Total return and its components
- IRR and NPV calculations
- IRR and appraisal acquisition
- Sponsor and equity remuneration
- Most famous styles: the UK’s, the USA’s
- Capital recycling
- Cash drag
Module 8: Getting prepared for investment committee (Private Equity)
- Risk/return portfolio and its nature
- Pension scheme investment in Private equity rationales
- Risks in the private equity and due diligence
- Analysis of realistic liquidity private and public asset markets
- Private equity investment evolution and fundamental strategies for exiting
- Project finance structure
- Participants in the project finance structure
Module 9: Introduction to Infrastructure
- Infrastructure’s private finance
- Types of Infrastructure
- Risks
- Barriers to investing pension scheme in the infrastructure
- Private Infrastructure and Public Infrastructure
- Regulations
- Limitations of investing in Infrastructure
Module 10: Methods of investment in Infrastructure
- Secondary market and primary market
- Debt finance and equity finance
- Unlisted and listed companies
- Indirect and direct investment
- Limited partners and general partner
- International and domestic
- Single and multi-sector
Module 11: Key questions asked about the infrastructure sector
- “Is infrastructure a separate asset class?”
- “What is the size of the infrastructure market?”
- “What is the growth of infrastructure funds?”
- “What is Risk-return profile and benchmarks?”
Module 12: Tips from experts to potential experts
- Tips to consider before investing in the real estate
- Tips to consider before investing in the private equity
- Tips to consider before investing in the infrastructure
Course delivery details
The course Pension Scheme Investment Portfolio in Real Estate, Infrastructure and Private Equity comprises theoretical topics and applying this information in the industry. Rcademy’s professionals occupy industry-level knowledge and experience they deliver in their sessions. Moreover, they use a unique methodology for each trainee to participate in the experimental learning process. Professionals also ensure that each course is thoroughly reviewed before the commencement of the session to keep it up-to-date. Apart from the crucial topics, some tips and tricks are also taught by the professionals they learned during their working experience.
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Rcademy
Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...