Course AF-050
Real Estate Asset and Portfolio Management
Owning real estate is not a passive activity. The returns of a property or portfolio depend heavily on active decisions about leasing, capit... The outline covers Real Estate as a Managed Investment, The Asset Business P...
- 5 daysClassroom or online
- 13Upcoming dates
- 7Cities
- €1,625Fees from
Classroom
13 sessionsOnline / Live
13 sessionsIntroduction
Course overview
Owning real estate is not a passive activity. The returns of a property or portfolio depend heavily on active decisions about leasing, capital expenditure, repositioning, financing and the timing of sales.
This course equips participants with the tools to manage real estate as an investment: business plans for individual assets, portfolio construction and diversification, performance measurement, value-add strategies and hold-or-sell decisions.
What you will achieve
Learning objectives
- Distinguish asset management from property and facility management
- Prepare and monitor a business plan for a real estate asset
- Identify value-add opportunities through leasing, repositioning and capital works
- Construct and diversify a real estate portfolio
- Measure portfolio performance against targets and benchmarks
- Make informed hold, refinance and sell decisions
Who should attend
Target audience
- Real estate asset and portfolio managers
- Investment managers in funds, family offices and corporates
- Property managers moving into asset management
- Finance managers responsible for real estate holdings
- Government and institutional property managers
Methodology
Learning approach
- Expert briefings on asset and portfolio management
- Case studies of value-add and repositioning projects
- Exercises on asset business plans and performance reports
- Group portfolio strategy simulation
- Discussion of participants' own portfolios and challenges
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Real Estate as a Managed Investment
- Asset, property and portfolio management roles
- Investment objectives and risk appetite
- Core, value-add and opportunistic strategies
- Coffee break
- Core, value-add and opportunistic strategies (continued)
- Ownership structures and governance
- The asset manager's toolkit
Day 2
The Asset Business Plan
- Analysing the current performance of an asset
- Leasing strategy and tenant mix
- Capital expenditure and refurbishment plans
- Coffee break
- Capital expenditure and refurbishment plans (continued)
- Operating cost optimisation
- Monitoring the business plan
Day 3
Creating Value
- Repositioning and change-of-use opportunities
- Lease restructuring and income growth
- Sustainability upgrades and their effect on value
- Coffee break
- Sustainability upgrades and their effect on value (continued)
- Refinancing and capital structure
- Case study: a value-add strategy
Day 4
Portfolio Strategy and Performance
- Portfolio construction and diversification
- Allocation by sector, location and risk
- Performance measurement and benchmarking
- Coffee break
- Performance measurement and benchmarking (continued)
- Reporting to investors and boards
- Portfolio risk management
Day 5
Hold, Sell or Reinvest
- Hold-or-sell analysis
- Disposal strategy and timing
- Reinvesting capital
- Coffee break
- Reinvesting capital (continued)
- Group portfolio simulation and presentation
- Personal action plan
Course FAQs
Questions about this course
What participants and training managers usually ask before booking Real Estate Asset and Portfolio Management. Can't find your answer?
What does Real Estate Asset and Portfolio Management (AF-050) cover?
This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 21 - 25 December 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Real estate asset and portfolio managers, Investment managers in funds, family offices and corporates, Property managers moving into asset management
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Frankfurt, London, Istanbul, Vienna, Barcelona, Paris, Cape Town.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
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