REWM: Managing Real Estate Wealth

Accounting & Finance

For enquiries: Crystal Tan (Ms) +65 6516 1320 crystal@nus.edu.sg | SSG Course Code: TGS-2020513769
SGD 1,144.50

(SGD 133.35 after MAX Funding)

TBA
NUS Business School

Intermediate

Overview

Managing Real Estate Wealth

This course equips learners with key principles in managing wealth over one’s life cycle. Key concepts include risk appetite, benefits of leverage and reinvestment, capitalising on price movements and financing alternatives to maximise long term wealth. The course considers the perspective of persons in various stages of the life cycle – young adults, middle age families and retirees.

The course will prepare learners in providing customised wealth and asset planning, advisory services and investment strategies essential for wealth planners/managers, investment counsellors/advisors, investment analysts, portfolio, fund and asset managers, real estate investment analysts and managers, insurance professionals, real estate developers, real estate agents and advisors.

Overview

Topic Coverage

The course aims to provide from a personal investment perspective:

  • Overview of real estate wealth and value creation
  • Understanding of real estate eco-system
  • Understanding risk appetite and investment returns
  • Analysing effect of leverage
  • Overview of real estate development and financing

In addition, this course provides an analytical framework for in-depth analysis of real estate wealth management (REWM) in the following:

  • Principle of reinvestment
  • Capital appreciation & leverage
  • Upgrading
  • Mortgage financing and refinancing
  • REWM for retirement: Downsizing, reverse mortgages, lease buyback, etc.
Topic Coverage
Who Should Attend

Individuals looking to deepen their skillsets and critical competencies by keeping their knowledge and skills current with industry and regulatory developments in order to carry out their duties effectively: - Wealth planners/managers, investment counsellors/advisors, investment analysts; portfolio, fund and asset managers, insurance professionals - Real estate professionals, real estate investment analysts and managers, real estate developers, real estate agents and advisors

Application Procedure & Deadline

Participants are strongly advised to apply at least 2 weeks in advance.

Pre-Requisites

Bachelor Degree.

Fees & Funding

Self-Sponsored SME (ETSS Scheme)
Company-Sponsored
Non-SME
Company-Sponsored
Course Fees S$1,144.50 S$1,144.50 S$1,144.50
Singapore Citizens & PRs S$343.35 S$133.35 S$343.35
Singapore Citizens aged 40 years and above (MCES Scheme) S$133.35 S$133.35 S$133.35

The above prices are quoted in Singapore dollars (SGD), inclusive of 9% GST.

Faculty

OOI, Joseph
OOI, Joseph
Professor Co-Director of Institute of Real Estate and Urban Studies (IREUS), NUS Real Estate
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ONG, Seow Eng
ONG, Seow Eng
Professor Real Estate
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