Real Estate Asset Management 101

Real Estate Asset Management Training From Acquisition, To Ownership, Through Sale For Profitable Real Estate Investing

Last updated 2022-01-10 | 4.7

- How to analyze real estate deals in your portfolio to maximize profits and returns
- The three main goals of asset management (& how to achieve each one)
- How to launch a lucrative career as a real estate asset management professional

What you'll learn

How to analyze real estate deals in your portfolio to maximize profits and returns
The three main goals of asset management (& how to achieve each one)
How to launch a lucrative career as a real estate asset management professional
The eight biggest commercial real estate lease negotiation points and how to navigate each successfully
How to create a dynamic annual budget in Excel
and the five key projections you need to make
How to create informative
helpful quarterly and annual reports that keep investors happy and coming back for more deals

* Requirements

* Access to Microsoft Excel for PC or Mac

Description

Thinking about a career in real estate asset management, or looking to manage your own real estate deals more effectively?

If you're looking to land a job in real estate asset management, either as a real estate asset manager or an asset management analyst, there are a lot of things you're going to be expected to do from day one on the job. And if you're managing your own deals, the responsibility falls on you to make sure you achieve your desired returns and your real estate deals end up being profitable.

Having asset managed over 1,000,000 square feet of commercial property and $15 million of residential real estate, I've been able to learn from the some of the top real estate asset management professionals throughout my career. This course was created to take what I've learned and teach you what you need to know to be successful as a real estate asset management professional, and how to asset manage a real estate deal from acquisition, through ownership, all the way to the sale of the property.

By the end of this course, you'll know:

  • The three main goals of real estate asset management (and how to achieve each one)

  • How to manage a real estate acquisition as an asset manager and what you'll need to do in order to make each acquisition a success

  • The 8 biggest commercial real estate lease negotiation points (and how to successfully navigate each one)

  • How to run asset management financial analysis including:

    • Lease Analysis

    • Hold/Sell Analysis

    • Scenario Analysis

    • Next-Buyer Analysis

  • How to create a budget and the five main projections you need to make

  • How to create attractive, professional investor reports (with downloadable examples)

  • How to run the sale of a property as an asset manager to maximize the value of your investment

  • What you need to do in order to land a lucrative job in real estate asset management, and what you'll actually do on a day-to-day basis

Here's what some of our students have had to say:

★★★★★ "I found an awesome opportunity working for an asset management company and I took this course before starting my position. I was able to run circles around some of the other junior analyst at the firm. I attribute that success almost entirely to this course. To anyone who decides to take this course Id highly suggest learning the hotkeys Justin teaches. It makes you extremely efficient and will impress others at your firm."

★★★★★ "Great introduction into Asset Mgmt. This gave language to what I thought, but needed confirmed. Thanks for creating this course! Users will get the most out of this course if they have property mgmt experience and/or firm grasp of investment real estate terminology."

★★★★★ "Justin Kivel's courses are the best! He is very professional and exhaustive, and learning material is organized in the most useful way."

★★★★★ "I have just started a position as an Asset Manager, and this is helping me understand what all my job duties are and what I need to be more focused on."


If you're looking to land a job in asset management, or if you're managing your own deals and want to make sure you're doing things the right way, this course will help you get there quickly and efficiently.

If you're ready to advance your real estate asset management career and manage more profitable real estate deals, I'd love to have you join us. Click the enroll button and I'll see you on the inside of the course!

Who this course is for:

  • Real estate professionals who want to break into the real estate investing and commercial real estate private equity field
  • Property managers who want to move into the investment and strategy side of the real estate business
  • Landlords and commercial property owners who want to maximize the value of their real estate portfolio

Course content

9 sections • 65 lectures

Introduction Preview 02:27

Who This Course Is For Preview 01:14

About The Instructor & This Course Preview 03:05

Real Estate Asset Management 101 Key Terms Preview 01:03

Resource Vault Preview 00:08

Disclaimer Preview 01:23

Portfolio vs. Asset vs. Property Management Preview 01:09

Portfolio Management Preview 01:56

Asset Management Preview 02:55

Property Management Preview 01:19

Asset Management Overview Preview 02:05

Multifamily vs. Retail/Office/Industrial AM Preview 02:13

AM Big Goal #1 Preview 02:55

AM Big Goal #2 Preview 02:16

AM Big Goal #3 Preview 02:40

The Three Pillars of AM & How This Course Is Structured Preview 00:33

Property Identification Preview 02:13

Due Diligence Assistance Preview 01:42

AM Takeover Upon Acquisition Preview 02:34

Asset Manager Responsibilities Overview Preview 04:06

Commercial Leasing Preview 02:13

Re-Leasing Analysis - Excel Exercise Preview 10:35

Negotiating Rent & Scheduled Escalations Preview 03:33

Annual Increases vs. Periodic Increases - Excel Exercise Preview 03:11

How To Negotiate Expense Reimbursements Preview 04:00

Reimbursement Structures - Excel Analysis Preview 03:16

Risks & Upside of Long Lease Terms Preview 02:45

Should You Offer TI Allowances? Preview 02:00

How Free Rent Can Increase Sale Value Preview 01:47

Percentage Rent & Excel Exercise Preview 02:45

How To Use Options To Renew Preview 01:42

How To Guarantee Tenant Rent Preview 01:14

How To Run A Hold-Sell Analysis Preview 05:11

How To Run A Best-Base-Weak Case Analysis Preview 03:42

How To Run A Next Buyer Analysis Preview 03:23

Managing Property Managers & Leasing Agents Preview 02:27

The Weekly Leasing Report Preview 01:32

Third-Party Contract Negotiation & Construction Management Preview 02:24

The Budgeting Process - Projecting Rents Preview 02:12

Expense Budgeting Preview 01:33

Projecting Major Maintenance Costs Preview 00:54

Projecting Major Renovation Expenses Preview 01:20

Budgeting For Investor Distributions Preview 01:15

The Budget Model - Walk-Through Preview 06:07

Investor Reporting Preview 00:57

Quarterly Report Walk-Through Preview 05:27

High-Level Asset Management Planning Preview 05:10

The Three Main CRE Exit Strategies Preview 01:47

Exit Strategy #1 Preview 02:05

Exit Strategy #2 Preview 01:44

Exit Strategy #3 Preview 02:14

What An Asset Manager Does During The Sale Preview 01:40

How To Prepare A Property For Sale Preview 02:26

How To Manage The BOV Process Preview 02:32

How To Perform A Buyer Interview (& How To Choose One) Preview 02:27

Coordinate Due Diligence & Transfers Preview 02:54

The Asset Management Career Path Preview 02:53

Asset Management Compensation (With Details) Preview 04:23

Asset Management Career Benefits Preview 02:35

What A Multifamily Asset Manager Actually Does Preview 03:30

What A Commercial Asset Manager Actually Does Preview 03:42

What A Commercial Asset Management Analyst Actually Does Preview 02:25

What A Multifamily Asset Management Analyst Actually Does Preview 02:52

How To Use This Information & Where To Go From Here Preview 02:11

Bonus Lecture - The Next Step Preview 00:34