Retail Property Investment School
Course
In Stratford
You can achieve to advance your career with this course!
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Type
Intensive workshop
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Level
Advanced
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Location
Stratford
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Class hours
35h
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Duration
5 Days
Emagister presents you with Retail Property Investment School. This school combines two of our courses: Introduction to investments in shopping centers and Appraisals of retail property.
The introduction to investments in shopping centers is more numerous than before, but retains the definitions, the historical context, practical and strategic. This gives the fund / asset manager, investing in shopping centers for the first time, with everything they need to know to discuss the asset with their peers.
The Retail Properties Evaluation course is for the investor / asset manager who seeks to deepen the quantitative analysis of any retail portfolio. The course can be done on its own and, like in all our courses of financial models, is based on Excel and the data is guided from the beginning.
This course will benefit many people such as: real estate professionals who want to update their knowledge of investment strategies, performance and improvement of benefits of retail assets; Managers of shopping centers who are looking to communicate more efficiently with investors and owners about the financial influence of their management strategies; Asset managers and fund managers who want to understand the impact of their strategies on the value of assets and shareholders in a more granular and integrated manner.
We invite you to request more information in Emagister to know more details of this program.
Important information
Documents
- Retail Property Investment School.pdf
Facilities
Location
Start date
Start date
About this course
•Revise income mathematics
•Learn how to structure a cash flow
•Learn how to build lease behaviour into income streams
•Build in different debt structures
•Analyse using sensitivity and scenario analysis
•Employ all the short-cuts and solutions to common modelling problems
•Real Estate Analysts and Investors
•Surveyors
•Portfolio Analysts
•Investment Managers
•Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
•Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
•Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
•APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.
Pre-requisite: Real Estate Analyst
The CPD accreditation
We received your request and will get back to you with a response as soon as possible.
If you have any further questions, please contact us by email: R.Augustiniene@bayfieldtraining.com.
Reviews
Subjects
- Retail
- Excel
- Property Investment
- Financial Modelling
- Investment
- Returns
- Global
- Financial
- School
- Project
- MS Excel
- Retail Quilts
- Consumer Classifications
- Shopping Centre Design
- Branding
- Design
- Companies
- Generating Typologies
- Full Rent Function
- Testing the IRR
Teachers and trainers (1)
Bayfield Training
Proviider
Course programme
The history of Shopping Centres
• Retail and Shopping Centre History
• Shopping centre definitions: Industry definitions, Retail Quilts
• REVO, ICSC and other Membership, Research and Policy Bodies
Retailers, consumers and consumer behaviour:
• Retailers Classifications
• Consumer Classifications
• Operational Metrics: Footfall, Dwell, Frequency, Spend
Shopping Centre Design
• Humanics, Mechanics, Branding and Design
• Design, considerations and Metrics
Sustainability in shopping centres
• Queensgate Shopping Centre
Shopping Centre Game
DAY TWO
International Retail industry
•The Retail Trading Billionaire game
•Online Retailing
•Development, Size& Structure of the Market
Retail Property Macro Economics
•Global Demand and Supply
•Retail Property Indicators in the global retail
•Occupier, asset and development markets
•How retail responds to trends
Understanding Key Retail Lease Covenants
Introduction to Financial Modelling of Retail Property Assets
•Retail Property Development
•Retail property Investment
DAY THREE
Bayfield Training shopping centre
• Lease a shopping centre
• Reviewing the lease strategy Shopping centre financial model analysis Future of retailing, Technology
Shopping Centre Ownership
• Companies, Partnership, REITS an Joint Ventures
• Global Retail Property ownership control
DAY FOUR
Bayfield Retail QuiltTM
• Retailer Classification within sample
• Catchment Areas analysis within sample
• Operational Metrics within sample
• Bottom up shopping centre definition
Retail Property Analytics
• Analysis of vacancy and appropriateness of tenant mix
• Catchment vs Operational dimension analysis
• Fragmentation, clustering and co-location analysis
• Sustainable Metrics Analytics and Value
• Understanding the interaction between Retail Property KPIs and their impact on asset level returns: Footfall, Threshold, Engagement and Conversion
• The mathematics of optimizing Retail Property KPIs
Retail Property Appraisals
• Turnover, affordability ratios and rental capture
• Rental Growth, inflation and fixed rent
• Financial model layout
• Retail Tenancy Scheduled and ITZA calculations
• Rent Functions and rental projection
• Service Charges and Operational Expenditure (OPEX) and Capital Expenditure (CAPEX)
• Project Financing
• Internal Rate of Return (IRR), Net present value (NPV) and other metrics Macroeconomics
• Macroeconomics impacts on retail property KPIs
• Sensitivity analysis
• Resilience through demographic change and different stages of the business cycles
DAY FIVE
Shopping Centre Case Study
• Delegates are presented with a leased shopping centre, location and catchment information and a schedule of leases
• The trainer will facilitate a discussion on location, catchment, shopping centre design and leasing strategy
• Delegates will then be required to enter the tenant information into an Excel template
Tenancy Schedule Analysis
• Analyse the tenancy schedule of the case study shopping centre using the visualisation techniques and metrics learned in day one
• The centre will be ranked according to the various metrics and benchmarked
Full Project Cash Flow
• Techniques for planning complex functions
• Building a rent function for the case study shopping centre
• Testing the rent function
• Creating CAPEX and OPEX functions for the case study
• Calculating IRR,NPV and other Investment Metrics
• Testing the IRR for errors
Risk Analysis of Retail Property Appraisals
• How resilient is your leasing strategy to the scenarios presented?
• Has your shopping centre performed within expectations
• Which solutions might you propose to help maintain the value of your centre?
Additional information
We complement all our financial modelling courses with two months’ learning support, to make sure you will fully benefit from our training.
Retail Property Investment School