Real Estate Data to Investment Decisions

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  • Real Estate Data to Investment Decisions
    A Recurring Series on Different Real Estate Asset Types



    Expected to return in late 2022
    Online

Program Description

Commercial real estate investment professionals are called to make wise decisions, yet we’re awash in often meaningless and contradictory information that passes for “data”. This program series will help you form an integrated perspective that galvanizes investor interest and enables action and most importantly, better results.

Taught by a real estate economist and data expert, you will learn to use technology, proprietary data, and a proven framework to elevate your decision making and investment outcomes. Sessions focus on different, rapidly-evolving asset classes, with conclusions all backed by up-to-the-moment data.

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These are not programs in theory, but rather in commercial real estate investment strategy and execution based on real data and application. These programs are designed specifically to clear out the noise and zero in on the fundamental drivers of real estate value—and then create a range of strategies, responsive to both market conditions and your selected capital expectations, to execute on the creation of value.

We’ll cover global and US-specific macroeconomics, financial market conditions, the drivers of wealth creation in any given society and the role of “place” in it, demographics, societal trends, the dynamics and measurement of regional, local, and neighborhood economies, and then the identification of specific assets most likely to align with the resulting investment strategy. COVID Driven Migration patterns, and the at first “temporary” work from home phenomenon, which has become less “temporary” with each passing month, is upending fundamental real estate assumptions. We will avoid the hype, examine the reality, and the lasting implications of what’s been occurring. We’ll cover a range of investment strategies, from CORE, Value Add, Distress (and near-Distress), as well as the Development decision, and how and when to pivot between strategies, and we’ll draw from proprietary data sets as well as compilation of existing publicly available data.

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Vice President, Matrix
; Yardi Systems, Inc.
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Course - Who Should Attend - Real Estate Data to Decisions

Who Should Attend

Real estate development entrepreneurs at all levels of experience; design, engineering, construction, legal, permitting, financing, marketing, or property management professionals who are members of a real estate development team; real estate investors and other participants in the real estate investing ecosystem.

This is an open enrollment program with content suitable for a diverse group of professionals. For experienced executives seeking advanced learning and networking opportunities, please consider the Advanced Management Development Program or our Real Estate Management program.

Course - Learning Objectives - Real Estate Data to Investment Decisions USMF

Learning Objectives

  • Learn the secular trends driving demand in housing- age, marital trends, education, job formation, domestic and international immigration- and where to source the data to demonstrate it.
  • Explore COVID induced migration patterns and the changing nature of “office” work.
  • Understand market and asset identification strategies leveraging commercially available datasets, answering questions such as:
    o What makes a regional/local economy “tick” and where is activity concentrated?
    o What is the source of wealth creation in a society & which type of “places” increase in value
    o Local demand/supply balances - leveraging future supply pipeline data vs. est. demand
    o Leveraging data on market fundamentals- rent, occupancy, supply, sales, expenses, cap rates, capital expenditures
    o Societal trends in the disposition of purchasing power
    o Which assets & locations are best positioned to take advantage of these drivers?
  • Recognize the importance of underwriting cycle times - the hidden cost of inflexibility, with an emphasis on:
    o Explicitly evaluating the trade-off between purchased data costs and time
    o Performing financial underwriting of investment candidates in 30 minutes or less
  • Understand the macroeconomic & cost of capital context, including inflation/deflation