Introduction
to the module
This
module explores the main indirect investment vehicles and explores
the advantages and pitfalls of different vehicles to different
investors; and ways of matching investor preferences to the range
of investment products.
Learning
Aims and Objectives
| • |
Match
investor requirements to the investment characteristics of
indirect real estate investment vehicles; |
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|
| • |
Evaluate
the risk/return profiles of indirect real estate investment
vehicles within a balanced investment portfolio; |
| |
|
| • |
Evaluate
the operational implications for investors of indirect investment
including fee structures and legal structures; |
| |
|
| • |
Evaluate
the strengths and weaknesses of retail products in the indirect
investment market and match to individual investor specifications; |
| |
|
| • |
Critically
evaluate investment structures in the UK, off-shore, Europe,
and the US from the perspective of contrasting investor profiles
and preferences; |
By
the end of this module, you should be able to:
| • |
Evaluate
and determine the appropriate inclusion of indirect real estate
investments into an investment strategy taking account of
contrasting investor profiles and preferences; |
| |
|
| • |
Present
and defend indirect investment proposals, combining a strategic
overview with an appropriate level of detail indicating the
strengths and weaknesses of recommendations; |
| |
|
| • |
Critically
evaluate the strengths and weaknesses of new investment products
as they are introduced to the market; |
| |
|
| • |
Critically
evaluate the relative advantages and disadvantages of direct
and indirect investment in real estate from the perspective
of individual investor preferences. |
