Course Description
Every owner says they want a "good investment," but what does that actually mean?
This course breaks down three different motivations behind real estate ownership—cash flow, long-term wealth, and tax strategy. You'll explore how to tailor your underwriting and reporting to reflect those unique goals. Stories from real-world experiences and practical examples will be used to clarify what investment performance means. This approach helps property and asset managers communicate effectively with their clients, enabling them to provide more accurate and clear guidance. One deal can look wildly different depending on the owner’s priorities. This session will show you how to spot that difference and act on it.
Learning objectives:
- Define the three primary owner motivations.
- Identify the key performance metrics that align with each ownership goal, and understand how to tailor basic underwriting accordingly.
- Apply an ownership-goal lens to evaluate whether a real estate asset is performing as a “good investment.”
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