Guide to Commercial Real Estate and Finance ON DEMAND

Overview

This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, residential and commercial real estate. The course focuses on the basic principles, concepts, terminology, and instruments to learn and understand how to review a client loan, and delineate the various services available in the financial community. It introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services. Various business financing sources are covered. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved. A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter.

Highlights

Real Estate Loans. Real Estate Financing. . Fund Sources. Mortgage Options. Real Estate Investing Fundamentals. Commercial Financing. Equipment Leasing.

Prerequisites

None.

Designed For

CPAs, CFPs, financial advisers, landlords, property managers, real estate professionals.

Objectives

Recognize characteristics of underwriting and identify federal lending laws. Identify goals for federal loan programs and factors in determining FICO scores. Recognize some of the many regulations and lending laws. Identify the sources, classifications, and types of mortgages. Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs. Recognize the main categories of commercial finance. Identify benefits from factoring and leasing. Identify investment criteria for venture capital firms. Identify different income producing commercial properties. Recognize how lenders evaluate commercial real estate properties and borrowers. Recognize lending rule-of-thumbs and terminology. Recognize how property types affect value, risk, and financing sources. Identify aspects and steps of the construction loan process.