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PO Box 5044
Garden City 3207
Victoria  Australia
Tel 61 3 9646 9703
Fax 61 3 9646 3222
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Portfolio Management

 

Portfolio Management
(MCR Elective)

sponsored by

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Real estate is often the second largest item on the balance sheet of corporate America. While many companies manage individual real estate cost items, few effectively manage the overall portfolio. This seminar provides the corporate real estate practitioner with the skills, methodology, and tools to enhance the value and manage the risk inherent in any large scale portfolio. The seminar is based on a sound financial management approach that takes away the alchemy and grounds the corporate real estate portfolio approach in well-established corporate finance doctrine. It is intended to help you understand how to effectively manage a portfolio of corporate real estate assets.

The intent is to provide a framework to manage the portfolio and tools to be able to effectively present your recommendations to a corporation's CFO or CEO. At the completion of this seminar, you will leave with a clear understanding of the portfolio management process. Because the methodology is aligned with the financial management practices utilized by most corporate finance departments, you will be able to position your portfolio recommendations in a way that will be defensible and readily understood by CFOs or Corporate Treasurers. Most important, you will leave the program prepared to leverage these concepts on behalf of your firm.

Seminar Overview

Portfolio Process Overview
Clustering
Cluster analysis
Supply assessment
Sub-portfolio
Portfolio wide initiatives

Portfolio Financial Overview
Financial management
Financial analysis
Demand forecasting
Duration matching

How You Will Benefit
Develop a clear understanding of the portfolio management process

Position your portfolio recommendations with a range of large-scale portfolio savings initiatives that will be defensible and readily understood by CFOs or Corporate Treasurers

Understand how to manage the corporate real estate portfolio in a way that is congruent to how other corporate assets are managed

Be able to develop long-term portfolio plans that will likely reduce costs, mitigate risks, and inform down stream activities and transactions

Who Should Attend

Those real estate professionals who are actively involved in the development of long-term strategies for the corporate real estate portfolio

Those who are involved in day-to-day real estate transactions and wish to have a better understanding of how decisions impact the overall portfolio

Note: Participants must understand financial ratios, operating lease, capitalized lease, property purchase, Sale/Leaseback, property sale, owned-property disposition and synthetic lease

Venue

TBA

Accommodation

TBA

 

For Seminar Fees and Registration click here:  Seminar Fees & Registration