MasterClass on Real Estate Investment Trusts (REITS)
The MasterClass on real estate investment trusts is part of a series on retirement planning that looks at the building blocks for income generation. A REIT is a company that owns and operates income generating properties. REITS can and should play a role in any portfolio that seeks diversified sources of income. Learn the pros and cons of REIT investing, the types of REITS available, as well as sector opportunities, and risk reward performance compared to more traditional investments like bonds and stocks. Opportunity screening will rely on peer group analysis, REIT valuation, and key metrics. Finally, portfolio analysis will put REITS in a broader context and provide guidance on what allocation to REITS is appropriate. The course also aims to provide insight, training and experience that can be used immediately to grow and protect capital savings.
Dates / Time
1 class only
Dates: October 7, 2024
Time: 2:30PM – 4:30PM
Location: U of M, St. Paul Campus Magrath Library | Room 8
Practical Information You Can Apply
Real estate investing plays an essential role in retirement planning. Real estate income offers opportunities to extend the sustainability of retirement savings. The introductory program is intended for anyone seeking a sound foundation in REIT investing and analysis. The class will offer an overview of exchange-traded market products, key market participants, and explain the unique features of different REIT structures. In addition, the class reviews the basic tools used to analyze REITs.This course blends lessons learned with practical exercises that you can readily apply.
Specifically, the course examines:
- Overview of real estate markets, REIT types, and market sectors
- REITs: purpose and structuring alternatives
- The role of real estate in a portfolio and different investment strategies
- Fundamental features of REITs and what determines the price of a REIT
- Understanding REIT income statements and the opportunities in REITs
- Comparing yields on REITs
- Market exercise: rank REIT alternatives
- Understanding the risk of REITs: lessons learned for prior experience
- Risk management strategies to protect REIT income
All class participants will receive by email a course slides for long-term reference
Free Course Registration
If you are interested in attending the course, you should register directly with Osher Life Long Learning Institute (OLLI) at the University of Minnesota. You can secure a seat by registering here. Alternatively, you can provide you contact details below for additional assistance.