FINANCE EDUCATION FOR INVESTORS
Module 7: Commercial Real Estate Investing
2 hrs
4 videos
Step 7 : What to invest in?
7 of 10 steps
Overview
We turn from residential real estate to commercial real estate
- Historical returns to Commercial Real Estate (CRE).
- Office v Retail v Industrial v Specialty.
- Real Estate Investment Trusts (REITs) and managed funds.
- CRE case study: A syndicate buys a childcare centre.
- Unlisted trusts, syndicates and direct ownership.
- Why put CRE into an SMSF?
- Deciding you asset allocation and leverage
- Deciding which asset classes go into which structures
- Structuring & tax: Borrowing to invest in property.
Step 7 : What will you invest in, and with how much borrowing? That is, what will you asset allocation and leverage be?
More modules
Module 8
Managing Risk & Alternative Assets
Life, TPD & income insurance/ distribution networks/ protecting your minimum/ alternative assets
Step 8: Your risk managment
Module Length: 2 hours
Videos: 6
Module 9
Getting the Right Financial Advice
When do you need an adviser/ how much should you pay & for what?/ is your structuring right?
Step 9: Do you have the right financial advice?
Module Length: 2 hours
Videos: 2
Module 10
Implementing Your Strategy & Next Steps
Structuring & tax planning Q&A/ private assets / implementing your strategy, next steps & coure wrap up
Step10: Implementing your strategy
Module Length: 2 hours
Videos: 6